Patricia Soares Garcia

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 has been 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 many industry accolades and awards. She won one of the most esteemed awards in the industry in 2017 - the ‘Financial Planning Association AFP Financial Planner of the Year’ award. Some of her most recent successes include being a finalist for ‘Fortnum's Adviser of the Year’ award in 2022 and 2021 and being awarded one of the ‘50 Most Influential Advisers‘ in 2022.