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As specialist in all aspects of retirement planning, we understand the evolving landscape of Centrelink entitlements, superannuation pensions, defined benefit pensions and aged care. With Australians enjoying longer life expectancies, it's essential to prepare for a retirement that may span two decades or more. Our expertise and personalised approach ensure that you can maintain your desired standard of living throughout your retirement years.

To create a comprehensive retirement plan, we begin by getting to know you, understanding your current situation, and identifying your goals. This allows us to present you with the most suitable options tailored to your unique needs.

At Vista Financial, we prioritise your comfort and peace of mind. Our strategies are customised to align with your preferences, ensuring you feel confident and secure in your investments. Whether you are on the verge of retirement or planning ahead, our advice encompasses all available strategies to position you optimally for achieving your retirement goals.

Enjoying retirement is the ultimate reward for a lifetime of savings and planning. It provides you with the freedom to spend quality time with family, pursue hobbies, or explore new adventures. Our comprehensive retirement planning services cover essential areas such as aged pension and Centrelink advice, retirement income planning, budgeting, superannuation advice, and estate planning.

Navigating aged care financial planning can be emotionally challenging. When the time comes to support a loved one in an aged care facility, practical considerations become vital. We offer the expertise of an Aged Care Specialist Financial Adviser who can guide you through the complexities of aged care funding options. This includes structuring accommodation payments, managing means-tested care fees, minimising costs, analysing cash flow, optimising Centrelink/DVA entitlements, and ensuring the affordability of care in both the short and long term.

Additionally, we provide comprehensive Centrelink and DVA advice to help you understand and access the government benefits you may be eligible for. With an array of benefits available, such as the Age Pension and health care cards, it's crucial to stay informed and make informed decisions regarding your retirement income and support.

At Vista Financial Group, we are committed to delivering tailored retirement planning solutions that address the unique needs of all different kinds of retirees. With our expertise, you can navigate the complexities of retirement with confidence, ensuring a financially secure and fulfilling future.


At Vista Financial Group, our success is driven by the exceptional expertise and dedication of our team members. Allow us to introduce you to our accomplished financial advisers - Tyson Roberts, Chris Carlin, Jason Chew, Sonia Dallimore, Patrick Chipp and Aimee Taylor.


Financial Adviser

Chris Carlin's photo


Financial Adviser


Financial Adviser


Financial Adviser

Patrick Chipp's photo


Financial Adviser


Financial Adviser

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