Patricia Garcia Garcia

Your Vision Financial Solutions Pty Ltd

Platinum
10 Yrs Experience
Bowen Hills, QLD 4006
I am passionate and committed to providing holistic financial planning advice to help my clients achieve their goals and lifestyle choices with emphasis on cash flow and asset management as well as client education. I believe that providing financial advice is not about the product, but about developing strategies that are tailored to the clients’ situation, needs and objectives. The majority of our clients are wealth accumulators and pre-retirees who we guide towards setting an achievable budget, minimising debt and building assets and income streams for short, medium and long-term goals. The key is always the goals, we start from here and then reverse engineer the most appropriate strategy for them based on their personal and financial situation. Our progress meetings are then their family business meetings where we put the facts on the table, review their progress to date and provide the required tools to help them with their decision making process. I love being able to help people think about their goals and dreams so that we can put plans and strategies in place to help them achieve what is really important to them.  It is such an amazing experience to show someone how they can save significant amounts of money by simply changing the way they do things and how they can make so much more and achieve their goals by putting a plan in place. Awards: FPA AFP Financial Planner of the Year 2017 - Winner Money Management Women in Financial Services Rising Star Award 2016 - Winner  IFA Innovator of the Year Award 2016 - Finalist Financial Wisdom Rising Star of the Year Award 2014 - Queensland Winner

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 20
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Bachelor of Biotechnology (Honours)
  • Language spoken
    • English

Your Vision Financial Solutions Pty Ltd

Suite 6, 273 Abbotsford Rd
Bowen Hills, QLD 4006

Opening hours

  • 9:00am – 4:00pm Friday
  • 9:00am – 5:00pm Monday – Tuesday, Thursday
  • 9:00pm – 5:00pm Wednesday

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306

4.90
20 Reviews
5
4
3
2
1
4.95
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 20

Sort by

4.75

"We have been working with Patricia over the past six years and we are very happy with the advice and guidance we have had over that period. She has been able to clarify our investment strategies and has helped us improve our overall position by executing on the strategies she has laid out for us. Thank you."

  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Patricia Garcia Garcia profile photo

Patricia Garcia Garcia responded on September 2021

"Hi Rajeev, Thank you so much for taking some time to write me a review. It's very much appreciated. We understand clients have ultimate trust in us and we don’t take that lightly. Your Vision Team and myself are very thankful for your kind words."

5.00

"We have been working with Patricia and her team for five years, and we are really happy with the financial progress we've made, as well as the new knowledge and financial understanding we have acquired. They are professional and responsive to our individual needs."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Patricia Garcia Garcia profile photo

Patricia Garcia Garcia responded on September 2021

"Hi Julie, Thank you for your lovely review, I do really appreciate it. We strongly believe in the value of great advice and to make a positive impact in our clients' lives. We are glad we are achieving our goals with you. Thank you so much!"

4.75

"Patricia has given us advice and has been very help full in managing our super funds in retirement and also our managed fund. She is always available and eager to assist. We feel very confident that the advice given suits our needs."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Patricia has been extremely helpful to us from helping us to clarify our financial goals moving towards retirement to developing a strategy to meet those goals. Patricia's knowledge and experience has given us confidence that with her assistance we can enjoy retirement without concern for our financial security."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Patricia is so knowledgeable with finance and how to make it work best for us. I have the greatest confidence in the advice she gives us and the fact that she's a straight shooter and tells you how it is is great. She is very approachable and helpful whenever we have questions at any time of the year. I wouldn't have any hesitation in recommending Patricia to anyone."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Patricia immediately understood my situation and advised me on the best way forward. She then utilised her knowledge and perseverance to ensure that I received the maximum payout from my super fund in spite of frustrating delays and obstacles raised by the fund administrators."

  • Managing Debt
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Patricia is my rock being a widow and not having anyone else to discuss finance with she takes all the stress out of my life. I feel so confident after seeing her and she makes things very clear and easy to understand. I recommend her all the time to friends and family. Margaret"

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Patricia's knowledge and advice is detailed and expressed with such confidence that you can't but help feel that your choice to have her handle your retirement fund was the correct one. She makes you feel as you are the only person that counts."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Patricia has been an amazing advisor who we have recommended to our family and friends. She has helped us better understand and organise our financial needs for our retirement. We can now retire with confidence."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I've found Patricia to be extremely knowledgeable and switched on to current trends and changes in financial products and regulations."

  • Superannuation
  • Retirement & Pension
  • Margin Lending
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 20

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Margin Lending

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2015

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2012

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2013

Bachelor of Biotechnology (Honours)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
The University of Queensland (UQ)
Completed
2008

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Patricia Garcia's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Patricia Garcia able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Patricia Garcia's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Patricia Garcia to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Patricia Garcia?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Patricia Garcia provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Patricia Garcia may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Patricia Garcia Garcia
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens