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 23
  • 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