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03 9598 8002 / Sandringham

Our Client Commitment

No matter what stage or where you are in life, if you wish to achieve financial independence and future quality of life, we will empower you with the tools and the knowledge to achieve this aim.

Our Commitment is to take the time to understand your needs and lifestyle aspirations and work with you to deliver a clear, simple to understand, financial solution that helps you to get there.

Our Process

Vista Financial Group  provides high-quality financial advice to all our clients. To help us provide this high level of service, we take the time to get to know our clients.

The first step is to understand your goals, aspirations and current financial situation.

If you are seeking limited financial advice on a single issue, we’ll ask just as much as is necessary to fulfill your objectives.

However, if you want a detailed financial plan, we’ll conduct a more in-depth analysis of your financial goals, attitude to risk and present financial position – including your income, assets, investments and liabilities.

Before undertaking any work, we will clearly explain the various steps involved in the financial planning process, as well as our fees and charges. We’ll also take the time to answer all your questions.

If you are happy to proceed, we will then begin working on a plan for you. If part of our advice involves recommending certain products, we will set out in writing our reasons for suggesting those products so you can ensure you are happy with our recommendations before proceeding.

Why not start planning today?

A Vista Financial Group financial adviser can help build you a financial plan that suits your financial and life goals. Please contact us on 03 9598 8002 or email us to discuss.

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