Patricia Soares Garcia

Your Vision Financial Solutions Pty Ltd

Platinum
14 Yrs Experience
Ascot, QLD 4007

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 Garcia is a highly respected financial expert based in Brisbane, known for her leadership, deep industry knowledge, and genuine care for her clients. In 2025, she was named the Women in Wealth Awards Financial Planner of the Year – QLD, adding to an impressive list of accolades that includes being recognised as one of Australia’s Top 50 Most Influential Advisers by FS Power50 in 2025, 2024, 2022 & 2018, Fortnum Adviser of the Year (2024), FPA Financial Planner of the Year (2017), and Women in Finance Rising Star (2016).

Under Patricia’s leadership, Your Vision Financial Solutions has grown into a nationally recognised firm, named a finalist for the Fortnum Advice Innovation Excellence Award in both 2023 and 2024. Her commitment to advancing the profession extends well beyond the office, having served over four years on the board of the Association of Financial Advisers (AFA) and then three years on the board of the Financial Advice Association Australia (FAAA).

If you're looking for trusted financial advice delivered with clarity, care, and a long-term view, Patricia Garcia and the team at Your Vision Financial Solutions are here to help.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • 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 4.93
  • Number of reviews 24
  • First year providing advice 2012
  • Years of experience 14
  • Highest qualifications
    • Bachelor of Biotechnology (Honours)
    • Certified Financial Planner (CFP)
  • Languages spoken
    • English
    • Portuguese

Your Vision Financial Solutions Pty Ltd

Suite 2, 7 Butler St
Ascot, QLD 4007

Opening hours

  • 8:30am – 4:00pm Friday
  • 8:30am – 5:00pm Monday – Thursday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306