Our Services
At YOUR Vision Wealth, we combine big-picture thinking with hands-on support. We’ll meet you where you are, listen to what matters most, and help you create a plan that grows with you.
YOUR wealth, YOUR goals, YOUR vision — made real.
Finance
We take a systematic approach to making sure you get the right finance solution, now and long into the future.
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We meet with you to uncover your current financial situation, lifestyle, and short and long-term goals.
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We assess the thousands of options available, and present you with recommendations based on your needs.
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We liaise with the lender and guide you through the process, mitigating stress and uncertainty and preparing a compelling application.
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We apply our up-to-date market intelligence and undertake regular loan reviews to ensure your finance meets your needs.
Finance
We take a systematic approach to making sure you get the right finance solution, now and long into the future.
-
We meet with you to uncover your current financial situation, lifestyle, and short and long-term goals.
-
We assess the thousands of options available, and present you with recommendations based on your needs.
-
We liaise with the lender and guide you through the process, mitigating stress and uncertainty and preparing a compelling application.
-
We apply our up-to-date market intelligence and undertake regular loan reviews to ensure your finance meets your needs.
Accounting
With over 40 years of experience across accounting, economics, and law, this advisor delivers practical, results-oriented support to small and medium-sized enterprises (SMEs). Specialising in the design of strategic corporate structures, the focus is on minimising tax, protecting assets, and building long-term wealth.
Known for a hands-on, mentoring approach, this professional works closely with business owners to guide and monitor progress, helping them achieve their financial and operational goals. Their expertise has helped hundreds of SMEs significantly improve profitability and implement clear, sustainable strategies for growth and protection.
Qualifications include a Bachelor’s degree in Economics, CPA Australia membership, registration as a Tax Agent, and a Public Practice Certificate with CPA Australia.
Accounting
With over 40 years of experience across accounting, economics, and law, this advisor delivers practical, results-oriented support to small and medium-sized enterprises (SMEs). Specialising in the design of strategic corporate structures, the focus is on minimising tax, protecting assets, and building long-term wealth.
Known for a hands-on, mentoring approach, this professional works closely with business owners to guide and monitor progress, helping them achieve their financial and operational goals. Their expertise has helped hundreds of SMEs significantly improve profitability and implement clear, sustainable strategies for growth and protection.
Qualifications include a Bachelor’s degree in Economics, CPA Australia membership, registration as a Tax Agent, and a Public Practice Certificate with CPA Australia.
Financial Planning
Financial planning means creating a clear, personalised strategy to help you achieve your goals, whether that’s building wealth, securing your retirement, or protecting your family.
We bring together all aspects of your finances, including saving, investing, superannuation, insurance, and tax, into one tailored, easy-to-follow plan. With trusted advice and ongoing support, we help you make confident financial decisions and stay on track as life evolves.
YOUR future deserves a plan. We’re here to help you build it.
Financial Planning
Financial planning means creating a clear, personalised strategy to help you achieve your goals, whether that’s building wealth, securing your retirement, or protecting your family.
We bring together all aspects of your finances, including saving, investing, superannuation, insurance, and tax, into one tailored, easy-to-follow plan. With trusted advice and ongoing support, we help you make confident financial decisions and stay on track as life evolves.
YOUR future deserves a plan. We’re here to help you build it.
Legal Planning
Legal planning is an essential part of protecting your assets, securing your future, and supporting life’s biggest financial decisions.
We offer clear, practical legal guidance tailored to your goals — from setting up the right structures and managing risk, to estate planning and asset protection. Whether you’re a business owner or an individual, we help simplify the legal side of wealth.
Buying property? We provide trusted legal support throughout the process — from contract review to settlement — ensuring every detail is handled with care and expertise.
With the right legal advice, you gain clarity, protection, and peace of mind.
Smart advice. Strong foundations. Legal support that works for YOU.
Crypto
We help you navigate the evolving world of cryptocurrency with clarity, confidence, and compliance.
Whether you're investing in digital assets, trading actively, or building a long-term strategy, we provide tailored guidance on the financial, legal, and tax implications of crypto.
From portfolio structuring to record-keeping and reporting, we ensure you're making informed decisions in line with your broader wealth goals.
We also support clients through regulatory changes, ATO requirements, and strategic planning for crypto gains, losses, and asset protection.
Innovative wealth needs informed advice. We’re here to help you stay ahead.
Legal Planning
Legal planning is an essential part of protecting your assets, securing your future, and supporting life’s biggest financial decisions.
We offer clear, practical legal guidance tailored to your goals — from setting up the right structures and managing risk, to estate planning and asset protection. Whether you’re a business owner or an individual, we help simplify the legal side of wealth.
Buying property? We provide trusted legal support throughout the process — from contract review to settlement — ensuring every detail is handled with care and expertise.
With the right legal advice, you gain clarity, protection, and peace of mind.
Smart advice. Strong foundations. Legal support that works for YOU.
We'd love to help you achieve your vision
Get in touch to get started!
Crypto
We help you navigate the evolving world of cryptocurrency with clarity, confidence, and compliance.
Whether you're investing in digital assets, trading actively, or building a long-term strategy, we provide tailored guidance on the financial, legal, and tax implications of crypto.
From portfolio structuring to record-keeping and reporting, we ensure you're making informed decisions in line with your broader wealth goals.
We also support clients through regulatory changes, ATO requirements, and strategic planning for crypto gains, losses, and asset protection.
Innovative wealth needs informed advice. We’re here to help you stay ahead.
We'd love to help you achieve your vision
Get in touch to get started!