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Testimonials 

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, 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. An absolute pleasure with Andrew going out of his way to ensure we had everything in order

Garth and Debbie Haslam

  

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 financial advisor, we can highly recommend Andy & Stacey at Vista Financial Services. Andy & Stacey were fantastic - so helpful, professional, proactive and responsive - but also very approachable and very easy to work with.

Steve and Janey Barrow

  

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At Vista Financial Services we cater for all your financial planning needs.

We offer a wide range of financial planning and services and will provide you with advice, strategies, guidance and the support you need to work with you in achieving your goals and objectives particulalry when it comes to planning for your retirement.

  

Financial Planning

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 57 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).  

 

  

 

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