Success stories

For our clients, the financial outcomes they achieve are important.

After all, that’s why they are working with a private wealth management firm. But, we know, it’s much more than the numbers. It’s the personalised service and attention they receive, and how that filters through to the bespoke financial strategies we develop and the opportunities we present them that sets VISIS Private Wealth apart from the rest.

Read what our clients have to say for yourself. Here’s what VISIS Private Wealth clients have to say about working with John and his team.

“My wife and I have been clients of Johns for over 10 years now. In that time John has provided an exceptional level of quality service and has been very active in helping us protect and grow our super.
We can highly recommend him for not just the quality of his work, but also his ethics, empathy and professionalism”

COL C | Innovator, Business Strategist and Commercialisation Specialist, Entrepreneur

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 at Law

“I have had the pleasure of being a client of John’s  for 15+ years  and would have no hesitation in recommending him. His commitment to his clients is of the highest standard, his approach is always consultative and has the best interests of his client in mind.
I look forward to continuing our journey with John as our Financial Planner.”

Karen C | Founder & CEO

“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

“John is a dedicated Financial Adviser who takes pride in providing excellent service. I would recommend him to anyone looking for comprehensive advice on wealth creation or protection.”

Neil A | Project Leader