Your Vision Financial Solutions

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Your Vision Financial Solutions Our 'award winning' financial planning services provide a forensic level of attention to detail.

As one of Australia’s most respected financial planning groups, Your Vision Financial Solutions offers clients a holistic approach to personal financial planning solutions. Your Vision Financial Solutions Pty Ltd is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306. The information contained on this page is for discussion purposes only and is not intended to constitute financial product advice. It does not take into consideration any persons objectives, financial situation or needs. You should consider its appropriateness in light of your circumstances and consider seeking professional advice relevant to your individual before making a decision based on any information on this page.

Thinking about downsizing but unsure where to start?Your family home may be your biggest asset, but deciding whether, wh...
12/10/2026

Thinking about downsizing but unsure where to start?

Your family home may be your biggest asset, but deciding whether, when, and how to downsize can feel overwhelming.

Join our free webinar to learn:
✅ Key financial considerations before you sell
✅ How downsizing may impact your retirement plans
✅ Potential effects on Age Pension and superannuation
✅ Common mistakes to avoid
✅ Practical steps to help you move forward with confidence

Whether you're actively considering a move or simply exploring your options, this session will provide valuable insights to help you make informed decisions.

Reserve your free spot today.
b819299c-9c53-4252-8cae-45e2e480fae5@f6d2567d-4e93-4a79-88cc-0b9a94d5fa4c" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/b819299c-9c53-4252-8cae-45e2e480fae5@f6d2567d-4e93-4a79-88cc-0b9a94d5fa4c

🎉 Congratulations to Jill! 🎉A huge congratulations to our Senior Advice Associate, Jill Anschau, on successfully passing...
01/10/2026

🎉 Congratulations to Jill! 🎉

A huge congratulations to our Senior Advice Associate, Jill Anschau, on successfully passing her Ethics Exam! 👏🎊💐

As part of her Professional Year journey, this is a significant milestone on the path to becoming a fully qualified Financial Adviser. While the Professional Year is a requirement for new advisers under the current regulatory framework, Jill brings more than 20 years of experience in the financial services industry, making this achievement even more special.

One step closer, Jill! 🌟

Please join us in congratulating Jill on this fantastic achievement! 🎉👏💐

Free Webinar!Ready for Less House and More Lifestyle?Still living in the family home and wondering what comes next?For m...
28/09/2026

Free Webinar!

Ready for Less House and More Lifestyle?

Still living in the family home and wondering what comes next?

For many Brisbane homeowners, moving on from the family home isn't just about property. It's about memories, family milestones, finances, and deciding what the next chapter should look like.

Join Patricia Garcia, Award-winning Financial Adviser at Your Vision Financial Solutions, along with Sandra Connors from Home Scouts Buyers Agency, for a free 60-minute online webinar designed to help you understand your options with clarity and confidence.

We'll cover:
✅ Why the decision is rarely just about the house

✅ Sale proceeds, Age Pension, tax and super considerations

✅ Choosing a home that suits the next 20 years, not just the next 2

✅ An 8-step Right-Sizing Roadmap to help guide your decisions
📅 Friday, 16 October 2026
⏰ 12:00pm to 1:00pm (AEST)
💻 Online Webinar

Plus, every attendee will receive a copy of the Right-Sizing Roadmap to keep.

If you've started wondering what's next, or you're helping a parent navigate their options, this session is for you.

👉 Register here: https://link.msgsndr.com/sp/3adbde4bad8

✨ Calling all women business owners, professionals and leaders.Success today requires more than working hard. It require...
21/09/2026

✨ Calling all women business owners, professionals and leaders.

Success today requires more than working hard. It requires confidence in your finances, informed decisions about wealth and property, and the ability to create balance in all areas of life.

Join our very own Patricia Garcia CFP®, Director and Financial Adviser at Your Vision Financial Solutions for an insightful session designed to help women navigate a changing financial landscape with confidence.

Patricia will explore:

✅ Recent Budget changes and their impact on wealth creation
✅ Property investing opportunities and challenges
✅ Tax planning, superannuation and investment considerations
✅ How to build long-term wealth while maintaining flexibility and choice

She'll be joined by:

🏡 Lauren Jones sharing Property Opportunities After the Budget

🌿 Isiah McKimmie discussing Relationships, Wellbeing & Building a Balanced Life

This is more than a financial event. It's an opportunity to connect with like-minded women, gain valuable insights and leave feeling informed, empowered and inspired.

📅 9 October 2026
📍 Gusto da Gianni, Hamilton
🍷 Networking drinks & canapés included

🎟️ Reserve your spot today:
Get Tickets https://events.humanitix.com/empowered-women-learn-and-connect-le5nauy9

Tag a woman who would love this event 👇

Scammers continue to develop increasingly sophisticated methods to target Australians, with retirees often being a prefe...
11/09/2026

Scammers continue to develop increasingly sophisticated methods to target Australians, with retirees often being a preferred target due to their accumulated savings and investments.

Common scams include:

❌ Investment opportunities that promise unrealistic returns
❌ Phishing emails or text messages impersonating trusted organisations
❌ Remote access scams where criminals gain access to computers and personal information
❌ Romance and relationship scams designed to build trust before requesting money

The best defence is awareness. Always pause before acting on unexpected requests, independently verify contact details, and speak with trusted professionals if something doesn't seem right.

Remember: if an offer sounds too good to be true, it probably is.

Read our latest guide - https://www.yourvisionfinancial.com.au/articles/scams-retirees-should-be-on-the-lookout-for

You may have worked hard to build your superannuation and insurance benefits, but have you considered who would receive ...
01/09/2026

You may have worked hard to build your superannuation and insurance benefits, but have you considered who would receive them if something happened to you?

Many people are surprised to learn that beneficiary nominations are not always permanent and may not reflect their current wishes. A simple oversight could create uncertainty for loved ones at an already difficult time.

Could your super and insurance end up somewhere you didn't intend?

👉 Read the full article: Why you need to think about your beneficiary
https://www.yourvisionfinancial.com.au/articles/why-you-need-to-think-about-your-beneficiary

Many Australians are surprised when their life insurance premiums increase over time. While it may seem unexpected, ther...
19/08/2026

Many Australians are surprised when their life insurance premiums increase over time. While it may seem unexpected, there are several factors that influence the cost of your cover.

Insurance premiums are generally based on factors such as your age, health, occupation, lifestyle, and the type and level of cover you hold. As you get older, the likelihood of a claim typically increases, which is one reason premiums may rise.

The structure of your policy also plays a role. Some policies use stepped premiums, which generally increase with age, while others use level premiums that are designed to provide more stable costs over time.

Understanding how your cover is priced can help you make informed decisions and ensure your insurance continues to align with your needs and budget.

Read more >> https://www.yourvisionfinancial.com.au/articles/understanding-how-your-life-insurance-cover-is-priced-and-why-it-changes

14/08/2026

When Grace said, “Let me know if you need some tissue” for this emotional question…and suddenly we all lost it. 😂😭🧻

Nothing like a little humor to prepare the team for some deep feelings! 🤣💙

14/08/2026

A little screen time, a lot of team spirit! 💻✨

Today’s virtual team building was filled with laughs, good vibes, and moments that brought us closer—even from a distance. 💙

Here’s a quick peek at the fun! 🎥🙌

Address

Enquiries@yourvisionfinancial. Com. Au
Ascot, QLD
4007

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4pm

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