24 Reviews

Patricia Soares Garcia

Your Vision Financial Solutions Pty Ltd

Platinum

13 Yrs Experience

Ascot, QLD 4007

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Our Approach - Dream | Plan | Live.

We believe that financial planning is more than just crunching numbers and investment returns. We offer holistic financial advice that considers your entire financial situation.

We work with families and individuals driven by their personal & financial goals. With our expertise and attention to detail, we can uncover opportunities for savings, identify potential risks, and provide a comprehensive plan for your financial future. You have no need to worry, we manage the process with meticulous attention, so you can continue to enjoy the life you’ve created with those you love.

Patricia has been working with clients to achieve their financial dreams since 2012 and has been co-owner of Your Vision Financial Solutions with a majority stake since December 2016.

Patricia's qualifications are extensive. Since graduating from university, she has completed the Diploma of Financial Planning, the Advanced Diploma of Financial Planning and the Certified Financial Planner ® designation.

Patricia is well regarded in the financial advice industry by her colleagues, peers and of course – by her clients. She was a board member of the Association of Financial Advisers (AFA) for 4 years and most recently appointed as a board member for the merged Financial Advice Association Australia (FAAA).

Patricia has received numerous awards, including the Fortnum Adviser of the Year Award (2024), FPA Financial Planners AFP of the Year (2017), and Women in Finance Rising Star of the Year (2016). Patricia was also named one of Australia’s top 50 most influential advisers by FS Power50 in 2022 and 2018.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Tax Strategies
Growing Assets
Budgeting

5.00 March 2025

We are extremely happy with the way Patricia has managed our retirement portfolio. She has ensured that we have been able to live very comfortably since our retirement and we would have no hesitation in recommending her services to anyone who is looking for a financial adviser. She is a delightful person and only has our best interests in mind. Her staff are wonderful as well. We really enjoy our annual progress meeting as it not only gives us peace of mind that everything is going as planned, but it is like catching up with good friends.

5.00 April 2022

We have been working with Patrica since about 2014 and absolutely believe we cuoldn't have achieved the financial security and wealth we have today without her guideance and advice. She takes the time to listen and explain to us technical financial aspects in everyday common language that my wife and I can easily understand. We look forward to our regular meetings and we love havnig the first online meeting whilst on a traveling holiday budgeted from our savings. Highly recommended and we have done that to friends and family too.

5.00 March 2022

I have come to Patricia as my financial advisor because she was so highly recommended by a friend & I have not been at all disappointed! I feel very confident that Patricia will take very good care of my finances & get the best possible outcomes prior to and throughout my retirement. She is extremely easy to deal with & is very good at explaining things in 'layman's terms'. I am looking forward to a long working relationship with her and will be highly recommending her to all of my friends as well!

4.50 February 2022

From the start of our contact Patricia has been professional, efficient and friendly. We’re achieving our goals thanks to her advice. We plan to continue as clients of Your Vision Financial.

4.75 August 2021

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.

Adviser status Platinum
Rating 4.93
Number of reviews 24
First year providing advice 2012
Years of experience 13
Highest qualifications
- Bachelor of Biotechnology (Honours)
- Certified Financial Planner (CFP)
Languages spoken
- English
- Portuguese