Your Vision Financial Solutions in Brisbane, Queensland, Australia | Financial planner

Your Vision Financial Solutions

Locality: Brisbane, Queensland, Australia

Phone: +61 7 3252 3600

Address: Suite 6, 273 Abbotsford Road, Bowen Hills 4006 Brisbane, QLD, Australia

Website: https://yourvisionfinancial.com.au

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25.01.2022 We are very excited to announce that Patricia has been named a Finalist for Pro-Bono Contributor of the Year at the Money Management and Super Reviews Women in Financial Service Awards 2019. This nomination acknowledges women who have delivered a positive contribution to the community, or provided a positive social benefit over the past 12 months. A testimonial from a Pro Bono client - I was referred to them by Cancer Council Australia to help with financial issues during my difficult dealing with stage IV lung cancer. I'm so glad these wonderful people volunteered their time to help me out. Now I can do things off my bucket list before my time is up. Best of luck Patricia!

24.01.2022 Happy Campers at the AFA Roadshow with Patricia representing after last night's great win!!!

24.01.2022 Teaching kids the secrets of financial success can be tricky and in an increasingly digital world, the value of money can be a difficult concept for children to grasp. We have some great some tips for helping your kids and grandkids become wealthy and wise. http://bit.ly/2IhD2lL

23.01.2022 We are very humbled to announce that Patricia has been named as a Finalist in the FS Power50 list of the 50 most influential Financial Advisers in Australia, out of around 20,000 Advisers in Australia. We would love you to support Patricia by voting using the following link. We wish her all the best! https://lnkd.in/g34GVeN

23.01.2022 Yesterday we had a wonderful day celebrating 2 occasions - Patricia's birthday and the Melbourne Cup! We had a lot of fun at the Nova Lawn Party at Doomben Race Course with plenty of celebratory drinks and some race wins! Happy Birthday Patricia!

21.01.2022 We were excited to see Patricia present at BNI this morning, announcing our new name and brand - Your Vision Financial Solutions! It was a fantastic presentation!

21.01.2022 Happy belated birthday to Graham! Graham was away for his birthday on 3rd August, so today we celebrated with yummy cake and coffee! We hope you have had a special and fun-filled day Graham!

20.01.2022 Happy Birthday Nina!

19.01.2022 How do you best prepare for the end of the financial year? Usually as we approach the end of financial year (EOFY) we begin thinking seriously about tax effective spending and investing, extra concessional contributions to superannuation and financial spring cleaning. Adopt some of this advice and it could make a real difference to your financial position. http://bit.ly/2J1Bixt

18.01.2022 Good evening everyone, We have been thinking about the purpose of our business, Your Vision Financial Solutions: To make a significant positive difference to our clients' lives so they can live the life that they want with the people that they love.... At the end of the day, we believe that money is only as good as the memories is buys us. The core of our WHY is to help others. For this reason we want to be able to help those in need during these difficult times. If you, or anyone you know, have been significantly impacted by this crisis (i.e. job loss, reduced hours) we would love to offer a complimentary 1 hour online meeting. In this meeting we will help them put together a list of things they can do to help ease the financial stress they are enduring and answer any questions they may have. This is just another small way for us to give back to our community. Please contact us or pass on our details to anyone you know that may benefit from this. Phone: 07 3252 3600 Email: [email protected]

18.01.2022 This week is Financial Planning Week and the theme this year is Gifts that Give, which looks into Australia's gift-spending habits and aims to remind Australians about the benefits of financial planning. The Gifts that Give Report reveals some fascinating insights to how we spend money - did you know Australia is a generous generation and spends nearly $20 billion a year on gifts? http://bit.ly/2HksZLD

18.01.2022 Our client Linda was thrilled to meet Bella yesterday....with Bella even sitting in on the meeting! Lots of cuddles and smiles!

17.01.2022 Patricia attended the Financial Wisdom Adviser Conference in San Francisco last week with some amazing high calibre speakers including Michael Kitces from the US and Ken Chestnut from Amazon. The conference was a huge success!

16.01.2022 Only 2 weeks left to vote for Patricia as one of the 50 Most Influential Financial Advisers in Australia! Vote using the link below http://bit.ly/2ktne5W

13.01.2022 It is our pleasure to announce that we, at WB Financial, are getting a fresh new name and unique brand - Your Vision Financial Solutions! At Your Vision Financial we believe that money is only as good as the memories it buys us. We understand that its not just about the money - its about achieving the dreams you have in your heart, for yourself and for your loved ones. We know that for each person those dreams will be different. This is why we are passionate about helping ...you figure out YOUR own VISION. To DREAM big so we can help you PLAN and take action. As the famous quote says A goal without a plan is just a dream. With the right plan in place, we aim to turn your dreams into achievable goals, enabling you to LIVE your best life. Because in the end, thats what its all about isnt it? Please take a moment to watch the below short video - We know it will take some time for all of us to adjust to the new name but we hope you love our fresh new message as much as we do!

12.01.2022 On Friday, we toasted the end of a successful 2018 by taking in the beautiful scenery of Mt Tamborine on a full day wine tour. We explored the best boutique Wineries, Distillery and Cheese Factory. While sipping plenty of wine, it was a perfect day to unwind as a team and reflect on what has been a productive and exciting year at WB Financial!

11.01.2022 We just wanted to wish Patricia a happy birthday for today! We all had a great time yesterday, celebrating in style at The Osbourne for the Melbourne Cup

11.01.2022 We are excited to share the news that Patricia made the Financial Standard FSPower 50 most influential Financial Advisers in Australia. Another amazing achievement to be proud of!

10.01.2022 Last night, the Treasurer Josh Frydenberg handed down the Federal Budget for 2019. To help you understand what the budget means and how it might affect you personally, we have a Federal Budget Snapshot for you to review. If you would like to discuss any of these announcements, please don't hesitate to contact us. http://bit.ly/2uEfwrd

08.01.2022 You are one year out from retirement however the year leading up to retirement can be filled with excitement and expectation, and often a few nerves! While leaving the workforce for good may be a dream come true, it can also feel a little daunting. We have provided five steps you can take now to ensure you are ready for your exciting future! http://bit.ly/2tQRh8w

07.01.2022 On our way to Cindy's farewell lunch. On behalf of the entire team we'd like to thank you for all your hard work, commitment and laughs over the last 4 years. We wish you all the best in your new role and hope you'll love it! We know you'll smash it!

07.01.2022 A HUGE congratulations to Troy who is now officially a Financial Adviser with WB Financial! Troy is excited to take this next step in his career and is looking forward to meeting you all! Congratulations Troy!

07.01.2022 As you have no doubt seen, read and heard, the investment environment is very volatile at the moment. Please click on the video link below for an interesting and informative video update on the Coronavirus Outbreak and its investment implications. There is no better time than now to refer back to the saying 'time in the market is better than timing the market'. As an example, if you missed the best 30 days in the last 10 years, you would have experienced a return of 0.6%, co...mpared to 8.2% if you stayed invested the entire time.* We would like to re-assure you that we are here if you have any questions or concerns. Some of the things you may wish to discuss with us are: The option of reducing your account-based pension payments If you are making regular withdrawals from your investments, whether these should be reduced or suspended If you are making regular contributions to your super or your investments, whether these should be increased (or even reduced depending on your cashflow and upcoming goals) If you have excess savings, whether you should consider making additional contributions to your super or investments The option of postponing some big expenses / upcoming goals If you would like to discuss the current market or your financial plan, please don't hesitate to contact us on 07 3252 3600. Kind regards Patricia Garcia & Troyden Ratcliffe *Source: FactSet 30/09/2019, S&P/ASX All Ordinaries https://www.youtube.com/watch?v=WEaj3ZGtO-g

07.01.2022 We are excited to announce that Patricia has made it to the voting phase for the 50 Most Influential Financial Advisers in Australia! With more that 22,000 registered Financial Advisers in the country, the FS Power50 Guide has narrowed the shortlist to just over 100 nominees, so we would love you to support Patricia by voting using the following link. Voting closes Friday, 27 September 2019. http://bit.ly/2ktne5W

06.01.2022 On Friday afternoon we took some well deserved time out of the office and went Ten Pin Bowling! We played 2 games...Troy won the first game while Nina and Amy tied in the second game. We had a lot of fun coupled with some Friday afternoon beverages!

06.01.2022 Today is R U OK Day, our national day of action and a reminder to Trust the Signs, Trust your Gut and Ask R U OK? any day it's needed. It is important to learn when and how to start a conversation that could change a life. So we ask....R U OK?

05.01.2022 While work-life balance has become a common catchcry these days, many of us have yet to achieve this magical equation. In a constantly switched on world the demands placed on us by our employers, employees, friends and family are increasing. Here are some excellent tips to achieve harmony! http://bit.ly/2DsI2BI

05.01.2022 Double birthday celebrations today at WB Financial! Troy is celebrating his birthday today and Amy's birthday is on Saturday. A lovely lunch followed by cake! Happy birthday to you both

03.01.2022 We celebrated International Women's Day on Saturday by participating in the AFA Inspire IWD Walk at New Farm Park. We enjoyed the 5km walk along the Brisbane River and it was a wonderful morning to celebrate such an important event. #IWD2020 #EachforEqual #AFAInspire #AFAau

02.01.2022 Today is International Womens Day - a day to celebrate women's achievements, unity and innovation for change! We have an informative article about how many women face unique financial challenges throughout their lives from wage inequality to the super gap and how it is vital for women to make financial plans and strategies. http://bit.ly/2SPLMRV

01.01.2022 Patricia recently took a one week break for some rest and relaxation in Fiji. Patricia said she would highly recommend a holiday to Fiji. The highlights were snorkelling, diving with sharks and catching a marlin!

01.01.2022 WB Financial would like to wish you and your family a very Merry Christmas and a wonderful New Year. Our office will be closed from Monday, 23rd December and will re-open Monday, 6th January 2020.