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William, 56 - 65 years, Glenelg North, SA
"I was in a situation where I needed professional and trusted advice quickly to transfer a UK pension to Australia. After a Google search (there are a LOT of scammers out there) and a recommendation from my accountant, we engaged Andy's services and the wider Vista team. That was the best thing I could have done. The advice was fantastic, and Andy clearly knew all the rules, regulations, and pitfalls and the best way to get through them all. The level of service has been outstanding, and I would have no hesitation in recommending Andy’s services to others for expat issues and general financial advice."
- Superannuation
- Insurance Protection
- Retirement & Pension
- Shares & Investments
- Expat Finance
Paul, 46 - 55 years, Seaford Rise, SA
"I have been with Andrew for over a decade, and have always found him and his advice to be amazing. He is extremely knowledgeable and professional in all areas of financial advice."
- Superannuation
- Insurance Protection
- Retirement & Pension
- Shares & Investments
- Expat Finance
- Tax Strategies
Deb, 56 - 65 years, Port Noarlunga South, SA
"Andy is very professional in his approach to explaining what you can do to get the very best outcomes in retirement planning and investing. Very good at helping you make the right moves in getting your overseas pension into Australia. Thoroughly recommend."
- Superannuation
- Retirement & Pension
- Self Managed SuperFunds
- Property Investment
- Cashflow & Income
- Expat Finance
- Tax Strategies
- Growing Assets
- Wills & Estates
- Budgeting
Robyn, 56 - 65 years, Old Noarlunga, SA
"Andrew Williams has been our financial adviser for many years. He has always been friendly and interested in what we financially hope to achieve in our lives and with his extensive knowledge of International and Australian Pensions has enabled us to secure our financial future. His team is excellent in the administration of his advice. Visiting the office or telephoning any member of the team is always a good experience.
Highly recommend using Andrew and his team."
- Superannuation
- Retirement & Pension
- Self Managed SuperFunds
- Tax Strategies
Douglas, 56 - 65 years, Hallett Cove, SA
"I am writing to wholeheartedly recommend Vista Financial Services for their outstanding expertise and professionalism. As expats from the UK, navigating the complexities of financial management in Australia was initially daunting. However, Vista Financial Services provided us with exceptional guidance, making the entire process seamless and stress-free. Their team has expertly managed the transfer of our pensions from the UK to Australia and the setting up of our superannuation fund, ensuring it is well-structured and optimized for our needs. Their insights, attention to detail, and personalized approach have been invaluable in helping us achieve our financial goals. The professionalism and care they bring to their work have given us tremendous confidence in their capabilities. We are incredibly grateful for the expert financial assistance and support Vista has provided us over the years. They are a highly dependable and knowledgeable company, and we would not hesitate to recommend their services to anyone in need of their financial expertise."
- Superannuation
- Retirement & Pension
- Expat Finance
Stephen, 56 - 65 years, Hallett Cove, SA
"Andy and the team namely Stacey, Vicky and Diane at Vista have been nothing but stars in the field of UK Pension transfers to Australia and into Australian Supers along with managing and accessing UK National Insurance. Their knowledge and understanding in an ever-moving environment are to be commended, we could not have completed this ourselves. The process is complicated, riddled with rules and regulations which could cost the uninitiated a lot of hard earnt cash if not done correctly and timely. We have over time transitioned to being self-funded retirees and thankfully very near the end of the process which has taken several years utilizing the tax benefits to the maximum along the way. This is a long game and patience is a prerequisite for the client and Andy and his team which they have in abundance. We have recommended Andy several times to friends and as we find them approachable, honest, hardworking and above all real people who explain and deal with you in a manner you understand in layman's language."
- Superannuation
- Retirement & Pension
- Expat Finance
- Tax Strategies
Amanda, 56 - 65 years, Trinity Beach, QLD
"Andy and the team at Vista are extremely knowledgeable and always respond quickly to any questions we have. Andy has advised my husband and I both our UK pensions and converting a private UK pension into an annuity which enabled us to both retire earlier than we expected. Andy has managed our superannuation funds and we are both confident that he has us on track to meet our future financial needs. Following a relocation to Queensland, we have continued to consult with Andy via video calls and that works well for us. We have no hesitation in recommending Andy and his amazing team for anyone needing reliable financial advice."
- Superannuation
- Retirement & Pension
- Expat Finance
June, 56 - 65 years, Moana, SA
"Andy and his team have been a huge help to me over the last 4 years sorting out my Super, insurances and transitioning to retirement. Everyone in the office has been very helpful and have always answered any questions I may have promptly. I highly recommend Andy and his team."
- Superannuation
- Insurance Protection
- Retirement & Pension
- Tax Strategies
David, 65+ years, Osborne, SA
"We have known Andy for around 17 years now and he has been our Financial Adviser for a lot of that time, we have found him and his team at Vista to be very professional and have given us great advice over the years they are always quick to come back with answers to any of our questions and we would highly recommend him and his team."
- Superannuation
- Retirement & Pension
- Expat Finance
Gavin, 56 - 65 years, Port Noarlunga South, SA
"I have been seeing Andy since we arrived in Australia in 2007, at the time he was a mortgage broker who assisted us getting our first mortgage in Australia. After Andy diversified from mortgage broker to financial adviser we stayed with him as we found him very knowledgeable in his financial advice and he genuinely wants to help his clients. Since that time we have then employed Andy to advice us on all our financial needs including, English pension transfer, Australian super, shares and investments, tax strategies and lately retirement strategies. Our yearly review is thorough with any changes in circumstances taken into consideration and everything is explained in 'layman's' terms'. I must also thank the rest of the great team, Stacey, Vicky and Diane, who always respond quickly to any query however small. I would recommend Vista Financial Services to anyone who is looking for a friendly financial adviser who really listens to you and helps you achieve your financial goals."
- Superannuation
- Retirement & Pension
- Shares & Investments
- Property Investment
- Cashflow & Income
- Expat Finance
- Borrowing
- Tax Strategies
- Wills & Estates
- Budgeting
My clients have reviewed me based on the following areas of advice
- Government Assistance
- Superannuation
- Insurance Protection
- Retirement & Pension
- Self Managed SuperFunds
- Shares & Investments
- Redundancy
- Property Investment
- Cashflow & Income
- Complex Investments
- Expat Finance
- Borrowing
- Tax Strategies
- Growing Assets
- Wills & Estates
- Budgeting