Our staff are country people who understand the needs of regional, rural and farming clients whilst providing quality, practical and down-to-earth advice; from succession planning, to saving for the overseas trip of a lifetime or growing your nest egg.
It's always unsettling and confusing taking that first step into the unknown, especially when it comes to your financial plan. We translate the financial jargon for you with honest and down-to-earth advice, so you end up with a better understanding of how this process can help you reach and maintain your financial goals.
We understand that the goal posts are always moving and life can change direction in an instant. Our ongoing management service provides you with the confidence that no matter where life takes you, you will feel positive about making financial decisions because of Bronwyn's guidance.
We schedule review meetings to keep track of any major changes and keep you up to date with regular communications of current economic events.
Here at Vizion, we pride outselves on developing strong relationships with our clients. Our recent participation in the Beddoes Institute Client Experience Survey gave us valuable feedback. The survey measures the practice service performance, as defined by the clients, and identifies where improvements can be made. Results determine whether an adviser and practice qualify for the inclusion in the Most Trusted Adviser Network and we are honoured to have again qualified for inclusion in this select group. Our client's happiness makes us happy!
The below infographic displays our scores as a result of the 2016 Survey: