About John

Your wealth. Your goals. My purpose

John O’Brien is a Partner at VISIS Private Wealth and is passionate about operating a 100% privately owned firm.

Since 2003 John has been directly advising his clients on all their wealth management and strategic advice needs.

As a Partner at VISIS, John feels that it is essential to ensure that all advice is tailored specifically to the individual needs of each client.

Advice tailored to you

As a Partner at VISIS, John feels that it is essential to ensure that all advice is tailored specifically to the individual needs of each client.

VISIS Private Wealth have taken out several national awards for Holistic Advice, Best Client Service & Boutique Firm of the Year in recent Years. They were also a finalist in the FPA Professional Practice of the Year.

John was personally awarded the national award of Multi-Service Practitioner of the Year.

With offices in Brisbane & Sydney, John and the VISIS team ensure every client has comprehensive financial expertise at their fingertips, covering investment management, personal insurance, finance and lending, superannuation, retirement planning, and tax / accounting.

It is all about you (not about products)

VISIS take a non-custodial approach to investment management. All investments are made in your name / entity under your control.

All transactions are made with your authority in advance

We’re a one-stop-shop

We have the heart of a boutique business with the resources and track record of a market leader.

Working with you, we establish clear goals and a customised plan, underpinned by the right combination of strategies, tools and dedicated service to reach your targets

Holistic approach

We take great care to ensure that all of our client based decisions take into account all taxation impacts. Any decision to invest is made in consideration of many important aspects.

Market-leading knowledge

At VISIS Private Wealth, we use the latest technology to constantly monitor financial markets so we have our finger on the pulse for new strategies, changes and trends.

We’re on top of it – so you can make great decisions, on a sound basis, at the right time.

Initial Consultation

Initial Consultation

Strategy Development

Strategy Development

Advice Presentation

Advice Presentation

Implementation

Review

Review

The engagement process follows from the initial consultation. This process includes a detailed data discovery and advice scoping process which enables us to clearly identify your goals, needs and objectives whilst developing a comprehensive understanding of your current state.

Following this discovery stage, we commence the assessment and development of strategic advice elements. Through this stage we undertake internal strategy modelling workshops to develop the financial models. In turn, this enables us to stress test various strategies and understand the benefit, risks and impact while ultimately identifying and mitigating any threats to your position.

At this stage, we will present you with a strategic modelling presentation for consideration. This presentation will include our best ideas and facilitate discussion to amend financial modelling based on your instructions.

Once the advice elements are agreed upon, we present the final strategic recommendation and advice document. During this process, all necessary application forms to implement and establish the advice are also prepared.

What John’s clients has to say

John and the team at VISIS have helped provide direction for my finances for over 4 years, and having one point of contact to manage my super, investments, lending and tax has been of great benefit to me.

He understands my situation and the specific needs of those in the legal profession and I would recommend him to anyone looking for advice tailored to their situation.”

Stephen M | Barrister of Law