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We’re excited to assist everyone, but our personalised and comprehensive approach is best suited for the following types of individuals and situations.

Pre-Retiree

45+ and wanting to plan for retirement
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High Income Professional

Singles earning $150,000+ and
couples earning $250,000+

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Lump sum, savings
or investments

$200,000 or more available to invest.

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Successful Business
Owner

A profitable business that generates significant income or equity for the owner/s.

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High-net-worth individual
or family

Substantial financial assets, typically exceeding $2 million in cash and investments.

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Others

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Choose the option that best describes you, then schedule a chat.

Pre-Retiree

High Income Professional

Lump sum, savingsor investments

Successful Business Owner

High-net-worth individual or family

Others

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Vista Financial Group

Lump sum, savings
or investments

Successful Business
Owner

High-net-worth individual
or family