Vista Financial Services provided a professional service, delivering excellent information in a non-pressured environment, allowing us to make an informed decision on our financial needs. We would recommend Andrew and Vista Financial Services without hesitation.
Tom and Catherine Walker
Vista finance really took the worry out of managing our finances when we moved to Australia. Their friendly and 'down to earth' advice was delivered in flexible ways through seminars, private consultations, email updates and home visits without any pressure - just the approach we like. Over the last 18 months we have arranged insurance, mortgage and pension transfer all hassle free. Thanks Vista, we strongly recommend your services to anyone but particularly English immigrants, you have made the transition to our new Australian life infinitely smoother. We look forward to continuing our arrangements with you in the future.
Richard and Roz Hanson
Thanks to Vista for such a prompt and efficient service. Obtaining our first mortgage in Australia was an absolute pleasure with Andrew going out of his way to ensure we had everything in order
Garth and Debbie Haslam
Stacey and Andrew really made it possible for us to buy our first house in Australia. They were on hand to advise every step of the way and were willing to work around our hectic schedule.
We found Stacey and Andrew to be trustworthy honest and friendly - we will certainly be using their services again in the future.
Helen and David Todd
Andy at Vista Financial Services has been our advisor for over three years. We chose Andy because he had a background in both UK and Australian Financial Services, useful for us as fairly new arrivals to Australia. At our initial meeting we both warmed to his friendly style and appreciated the fact that he took the time to get to know us and our aspirations without in any way trying to sell anything to us. Since that initial meeting we feel we have had excellent advice across a range of areas. Both Andy and Stacey have always been very quick to respond to our questions and changing needs, particularly when we faced a sudden change in our financial circumstances recently. Even though we now live at the other end of the country we are so happy with the service we have received that we have kept Andy as our Financial Advisor and have no plans to change. We would not hesitate to recommend him to others.
Ruth and Phil Craven
If anyone is looking for a mortgage broker or financial advisor, we can highly recommend Andy & Stacey at Vista Financial Services. We used Vista for our mortgage, following a recommendation from a friend. Andy & Stacey were fantastic - so helpful, professional, proactive and responsive - but also very approachable and very easy to work with. They kept a watchful eye on every step in the process and were able to answer all our questions - making the home-buying process much less scary than it could have been.
Our situation was complicated due to several factors, and therefore we may not have been eligible for a home loan! But Stacey did an amazing job of putting together a good case for us, which was enough to convince the lender to give us a home loan! Thank you Stacey! We are forever grateful!!
Steve and Janey Barrow
At Vista Financial Services we cater for all your financial planning and home loan needs.
We offer a wide range of financial planning and home loan services and will provide you with all the advice, strategies, guidance and support you need to help you achieve your dreams whether it be owning your first home or planning for your retirement.
At Vista we pride ourselves in providing you with financial advice and solutions tailored to meet your individual needs and designed to achieve your financial goals.
Our extensive range of financial planning services include:
- Retirement Planning (including Transition to Retirement for those over 55 years of age);
- Superannuation and Pension Advice;
- UK Pension Transfers;
- Investment Planning (including Margin Lending); and
- Risk Insurance (including Income Protection, Life, Total and Permanent Disability Insurance and Trauma Insurance).
At Vista we take great satisfaction in finding a home loan suited to you and your individual circumstances whether you are a first time buyer or experienced property investor.
We offer a wide range of home loan services including:
- Residential Home Loans;
- Land and Build Packages;
- Refinancing; and
- Investment Properties.
We have access to an extensive range of products offered by many major lenders and will take care of the whole home loan process for you giving you complete peace of mind and leaving you to concentrate on the things that matter.
At Vista we offer a free initial consultation for all clients.
We understand how busy life can be and how easy it is to avoid dealing with your financial affairs. We also appreciate how difficult it is to find the time and therefore our appointments are scheduled around you.
Vista's Free UK Pension Seminar
Vista is pleased to announce that the next UK Pension Transfer Seminar will be held on:
Andrew Williams will provide a comprehensive presentation regarding this complex area including the process of transferring your UK Pensions together with the potential advantages and disadvantages that a transfer may involve.
Andrew will be on hand to answer your questions and dispel the myths surrounding this area.
This event is a free, no obligation event and refreshments will be provided.
For more information or to book your place please contact us.