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

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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• Financial planner

22.01.2022 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 it’s not just about the money - it’s 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, that’s what it’s all about isn’t 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!

19.01.2022 Happy Birthday Nina!

16.01.2022 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!

15.01.2022 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]

14.01.2022 Our client Linda was thrilled to meet Bella yesterday....with Bella even sitting in on the meeting! Lots of cuddles and smiles!

12.01.2022 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

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

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.