Patricia Soares Garcia

"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."

"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."

"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!"

"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."

"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."

"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."

"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."

"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."

"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."