Vision Financial Strategies

Vision Financial Strategies Preston Enterprise (WA) Pty Ltd (ABN 84 021 202 454 ) t/as Vision financial Strategies and Southern

We aim to professionally help our clients:

- Increase wealth
- Protect their wealth and income;
- Attain financial security for their lifestyle, and;
- Ensure that their estate and succession plan are in place to benefit the people they most care for. You can contact our friendly and professional team at Vision Financial Strategies (incorporating Southern Financial Strategies) on (08) 9474 9777.

Preston Enterprise (WA) Pty Ltd (ABN 84 021 202 454 ) t/as Vision financial Strategies and Southern Financial Strategies, Authorised representative and credit representative of Charter Financial Planning Limited. Australian Financial Services Licensee and Australian Credit Licensee

This page contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. Financial Services Guide can be found on http://www.visionfinancial.com.au/compliance/

Our office will be closed from Friday 22nd December 2023 and will reopen on Monday 8th January 2024.We would like to wis...
21/12/2023

Our office will be closed from Friday 22nd December 2023 and will reopen on Monday 8th January 2024.
We would like to wish you and your families Merry Christmas and a safe and prosperous New Year.

The Government delivered its 2023-24 Budget yesterday.  We're here to help you work out exactly what this means for you....
11/05/2023

The Government delivered its 2023-24 Budget yesterday. We're here to help you work out exactly what this means for you.

Call us today to book an appointment with one of our experienced Financial Advisers -08 9474 9777.

Our office will be closed from 12pm Thursday 22nd December 2022 and will reopen on Monday 9th January 2023.We would like...
20/12/2022

Our office will be closed from 12pm Thursday 22nd December 2022 and will reopen on Monday 9th January 2023.

We would like to wish you and your families Merry Christmas and a safe and prosperous New Year.

The Government delivered its 2022-23 Budget yesterday.  We're here to help you work out exactly what this means for you....
26/10/2022

The Government delivered its 2022-23 Budget yesterday. We're here to help you work out exactly what this means for you.

Call us today to book an appointment with one of our experienced Financial Advisers -08 9474 9777.

Want to find out more?.....Our team of experienced Financial Advisers can help you navigate the road ahead. Please call ...
26/07/2022

Want to find out more?.....Our team of experienced Financial Advisers can help you navigate the road ahead.
Please call on 9474 9777 to book an appointment with one of our specialists.

Vision Financial Strategies are proud to be a Sponsor for the Hurricanes Netball Club for the 2022 Season!Casey from our...
29/06/2022

Vision Financial Strategies are proud to be a Sponsor for the Hurricanes Netball Club for the 2022 Season!

Casey from our Client Services Team, is the President of the Hurricanes Netball Club, and hosted their first Quiz night last weekend which was a huge success.

Well done to Casey and the Hurricanes Club for hosting such a successful event, and we wish them best of luck for the rest of the Netball season.

With the new financial year just around the corner, now is a good time to revisit and set your financial goals for the n...
15/06/2022

With the new financial year just around the corner, now is a good time to revisit and set your financial goals for the next 12 months.

In particular with the recent market volatility and an increase to the superannuation contribution rate, our team of experienced financial advisers can help you navigate the road ahead.

Please call on 9474 9777 to book an appointment with one of our financial advisers.

Want to know more about the upcoming Super changes effective 1 July 2022? Speak with our experienced team of Financial A...
08/06/2022

Want to know more about the upcoming Super changes effective 1 July 2022?

Speak with our experienced team of Financial Advisers today.

Call us on 08 9474 9777 or visit www.visionfinancial.com.au for further information.

The rules around concessional and non-concessional super contributions can be quite confusing, but luckily we're here to...
31/05/2022

The rules around concessional and non-concessional super contributions can be quite confusing, but luckily we're here to guide you through it.

To arrange your complimentary consultation with one of our Financial Advisers call us today on 08 9474 9777.

Vision Financial Strategies are proud to be a Player Sponsor for the Dampier Sharks Football Club for the 2022 Season!Ga...
23/05/2022

Vision Financial Strategies are proud to be a Player Sponsor for the Dampier Sharks Football Club for the 2022 Season!

Garry Addison and Yolanda Dicton from our office had their initial Pilbara exploration trip in early May and attended the Dampier Sharks first home game.

We look forward to many more visits to the area and assisting clients to help them achieve their Financial and Lifestyle goals. Preparing for our next visit up to the North West in early July.

To book in a complimentary consultation via Zoom or during our next trip in July, please call us on 08 9474 9777 or email [email protected]

✅ 𝟮𝟬𝟮𝟮 𝗣𝗟𝗔𝗬𝗘𝗥 𝗦𝗣𝗢𝗡𝗦𝗢𝗥

Vision Financial Strategies are a new Player Sponsor for the 2022 Season!

They've recently come up and were here to see our first Home Game and plan to have regular visits to assist Clients wherever possible!
"Vision Financial Strategies wanted to sponsor a pillar of the community that holds our same values of fun inclusion and hard work!"

We love seeing our Players supported by their Family, Friends & Community 💚💛

📸 Garry, Pup & Yolanda

Call us today08 9474 9777
10/05/2022

Call us today
08 9474 9777

✨Christmas Closure✨ Vision will be closing next Wednesday 23rd December 12pm and re-opening on Monday 11th January 2021!...
18/12/2020

✨Christmas Closure✨

Vision will be closing next Wednesday 23rd December 12pm and re-opening on Monday 11th January 2021!

Wishing everyone a very happy and safe Christmas and new year and we look forward to 2021 🎄⭐️

Address

Suite 38/11 Preston Street
Perth, WA
6152

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+61894749777

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