Clients

John’s clients

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.

Having worked with clients from most firms we acutely understand the pressures and time constraints that operating and or working in a private practice creates for you. Unfortunately, this tends to mean that personal financial management can take a backseat to your everyday work.

We ensure we are easily available to you to quickly answer any financial questions and provide regular updates on your financial progress to allow you to seamlessly work with us in managing your total financial position.

We specialise in:

Financial Planning

Wealth Creation

Investment Management

Personal Insurance

Superannuation

Accounting & Tax

Executive Share Plans

Business Structures & Entities

When you get home from work, regardless of what time that may be the last thing you probably feel like doing is reviewing your personal finances and dedicating time away from family to ensure your personal wealth is tracking as well is it could be.

As with many specialists, your time is very precious to you, we take the burden off your hands around managing your financial strategies thus allowing you to focus at work just on your patients and at home purely on your family and loved ones.

For us, taking a phone call outside of business hours when a client has an urgent need, or financial issue that is worrying them is not something that is uncommon!

We specialise in:

Financial Planning

Wealth Creation

Investment Management

Personal Insurance

Superannuation

Accounting & Tax

Executive Share Plans

Business Structures & Entities

Having worked with clients across many large private and public companies over many years we are extremely adept in managing all your wealth management needs.

Working hand-in-hand with our in-house Accounting team we are able to help you navigate the eccentricities of employee share plans and the ever-changing regulations affecting expatriates.

Allow us to work hand-in-hand with you to ensure that you and your families financial future is managed, allowing you to focus on your work.

We specialise in:

Financial Planning

Wealth Creation

Investment Management

Personal Insurance

Superannuation

Accounting & Tax

Executive Share Plans

Business Structures & Entities

Starting a business or running a business regardless of what size, is never a 9-to-5 job!

Our clients find great benefit in being able to off load the running of their personal financial position to us allowing, them to focus on growing their business.

Making sure you get the right advice around optimal structures, asset protection and being correctly positioned to utilise any tax incentives and concessions can add real value to your business.

We specialise in:

Investment Management

Superannuation

Accounting & Tax Services

Estate & Succession Planning

It can be a very nervous transition for some, moving from receiving a regular income to having to solely rely on their savings they have accumulated over their working life, for the next few decades.

We have worked for over 20 years in building retirement funding strategies to suit all clients regardless of where they sit on the investment risk spectrum.

Whether you are approaching retirement or retired 20 years ago, make sure your hard earned nest egg is in the best possible hands with investment professionals that can walk with you along the journey of a comfortable and sustainable retirement.

We specialise in:

Investment Management

Superannuation

Accounting & Tax Services

Estate & Succession Planning

Please contact us for a confidential discussion on our bespoke services. 

We specialise in:

Investment Management

Superannuation

Accounting & Tax Services

Estate & Succession Planning

What John’s clients has to say

“I have known John for over 5 years and I have not met a financial planner with closer relationships with his clients. John goes that extra mile.John is also abreast of current financial issues and only too pleased to share them with his network.

John is also aware of critical issues such as estate planning and takes a holistic approach to his client’s wealth management. I highly recommend John as a financial advisor.”

Matthew R | Managing Partner