How is Viva Wealth Different to other Financial Advice Firms?
Most people think financial planning is a head game all about numbers and strategies, where the goal is a larger bank balance at some point in the distant future.
At Viva Wealth, we think differently. We believe a great financial plan equips you to achieve your goals while enjoying life in the present moment. That’s why we use a Financial Life Planning (FLP) approach that considers matters of the heart – your personal goals, dreams and core values.
The result is a personally tailored financial plan for achieving the life you desire.
Michael is proud to have recently been awarded the FPA 2018 CFP Professional of the Year for the quality work he is doing with his cleints.
Michael gave my wife and I clear direction on our transition into retirement. Along with the verbal explanations, Michael also used diagrammatic sketches and spread sheet to highlight our future pathways, including minimizing our current income tax obligations. Follow up meetings and advice clarified any potential queries we put forward.
I was originally referred to Michael after realising my previous financial adviser didnt have MY best interests at heart. From the moment I sat down with Michael, I felt completely at ease. Being someone who is not very well versed in finance matters, I found Michael explained things to me in simple terms without making me feel 'dumb' and happily explained things to me when I didnt understand. He advised me on strategies that made complete sense and on those that would maximise my investment wealth. He is very passionate about his work and I left his office feeling he genuinely cared about my financial wellbeing and most importantly, my future. Michael has worked very hard on my portfolio and has given me goals to strive for and a clear path on where Im headed into retirement. I feel completely comfortable with Michael and would happily recommend his services.
Michael provided advice to assist me in planning for transition to retirement by consolidating current investments, managing debt, reorganising superannuation to offset tax implications and planning for asset management. He was very explicit in his explanation and I am confident that appropriate strategies for consideration have been presented. His attention to detail in outlining avenues most relevant to my situation was appreciated.
I believe that having relevant knowledge and a database of information to utilise in the process of providing financial planning advice is a given. What differentiates the good financial planners from the great is the ability to understand the needs of the individual, what is important to them and tailor the advice in easy to understand terms. Michael is the best financial planner I have encountered at doing these things.
Michael has given us advice in areas including debt reduction, insurance and super annuation. His attention to detail was second to none. He was able to determine the different needs for both of us and adpat his strategies to suit both. Michael's knowledge and experience was outstanding and made us feel confident each time we met that we could achieve the goals we decided upon. We currently sit in the best finacial position ever in our lives since meeting with Michael, he has helped us control and manage our debt which has improved our cashflow. The overall process undertaken by Michael was thorough and we feel he is always available should we have any questions to ask. We are thrilled with the process and it has helped us become financially independent for our future.
- Adviser status Platinum
- Number of reviews 23
- First year providing advice 2006
- Years of experience 17
- Bachelor of Arts
Viva Wealth Pty LtdSuite 8, Level 3, 30 Charles St
South Perth, WA 6151
- 8:00am – 5:00pm Monday – Friday
Viva Wealth Financial Services Pty Ltd