Vista Wealth is a financial advisory firm located in Sydney, Australia, founded by Benny Wong with over 15 years of experience in servicing and advising business owners, professionals, and high net worth families. Benny’s career began during a significant market downturn, shaping his understanding of the impact of financial decisions. This experience inspired him to establish Vista Wealth with a vision to empower clients to take control of their financial situations and provide strategic, measurable, and goals-based advice.
With a focus on delivering personalized financial solutions, Vista Wealth offers services that cater to the unique needs of each client. As a sub authorised representative of Vista Wealth Pty Ltd, Benny Wong ensures that clients receive expert guidance and support in navigating the complexities of wealth management. The firm is committed to providing comprehensive financial advice that is tailored to individual circumstances, helping clients make informed decisions to secure their financial future.
Operating under the licensing details of Vista Wealth Pty Ltd, the firm is a corporate authorised representative of Advice & Wealth Partners Pty Ltd. Vista Wealth follows a general advice warning, emphasizing the importance of seeking professional advice from a financial adviser to ensure that the information provided is suitable for each client’s specific requirements. Located in the heart of Sydney at Piccadilly Tower, Vista Wealth is dedicated to delivering strategic financial advice that aligns with clients’ goals and aspirations.