Tailored Financial Planning for Women
We specialise in working with women driven by their financial and personal goals.
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Award Winning and Highly Recommended
Your Vision Financial
Your Vision Financial Solutions was originally founded in 1990 with the mission to help everyday Australians achieve their financial goals and lead fulfilling, enjoyable lives.
Now, nearly 30 years later, under the leadership of Patricia Garcia, we continue to work with families and individuals who are driven by their personal and financial aspirations. We are committed to empowering our clients with knowledge and tools to not only secure their wellbeing, but foster confidence and independence.
Our philosophy is that financial planning goes beyond just numbers and investment returns. We provide holistic advice that considers your entire financial picture. Our mission is to help you dream, plan, and live your best financial life.
Meet Patricia Garcia
Patricia Garcia, Director and Financial Adviser, is a highly respected financial expert in Brisbane, known for her leadership, industry expertise, and dedication to her clients and profession. She has received numerous awards, including the Fortnum Adviser of the Year Award (2024), FPA Financial Planners AFP of the Year (2017), and Women in Finance Rising Star of the Year (2016). Patricia was also named one of Australia’s top 50 most influential advisers by FS Power50 in 2022 and 2018.
Under Patricia's leadership, Your Vision Financial Solutions has thrived, earning recognition as a finalist for the Fortnum Advice Innovation Excellence of the Year award in both 2023 and 2024.
Patricia’s extensive experience also includes over four years as a board member of the Association of Financial Advisers (AFA) and a recent appointment to the board of the Financial Advice Association Australia (FAAA) in 2023, further demonstrating her commitment to advancing the profession.
For top-notch financial planning in Brisbane, trust Patricia Garcia's expertise and proven track record.
What Makes Us the Right Choice for You?
Our team of experienced financial planners in Brisbane specialises in understanding and addressing the unique financial challenges and opportunities that women face throughout their lives. From managing career gaps due to caregiving to planning for a longer retirement, we guide you through every financial decision.
We are committed to empowering women to take charge of their financial destinies with the help of knowledgeable Brisbane financial advisors. Our approach focuses on education and empowerment, providing you with the tools and knowledge to make informed financial decisions confidently.
Enjoy personalised consultations tailored to your financial aspirations, lifestyle, and long-term goals, backed by our expertise in Brisbane financial planning. Our team takes the time to understand your unique situation, crafting customised strategies that align with your personal and professional objectives.
Whether you are a female divorcee, a widow, a leader, an executive, or just a boss lady navigating the challenges of work-life balance, we can support you every step of the way on your financial journey. We provide holistic financial advice that considers your entire financial picture, ensuring you achieve stability and growth.
With a proven track record, our Brisbane financial planners consistently deliver exceptional outcomes. Our success stories highlight our commitment to excellence and the positive impact we have on our clients' financial well-being.
Upholding transparency and integrity, we provide clear fee structures, instilling confidence in our Brisbane financial planning services. We believe in honest communication and straightforward pricing, ensuring you know exactly what to expect from our partnership.
What our Customers Say
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.
Julie Winter
During my update meetings & during decision making processes, I have always been given total transparency regarding information & guidance in the investment field. I have had no experience myself, so it was always comforting to have the experience & assurance of the knowledge & understanding from all staff at Your Vision Finance.
Diana McConnell
During my update meetings and during decision-making processes, I have always been given total transparency regarding information and guidance in the investment field. I have had no experience myself, so it was always comforting to have the experience and assurance of the knowledge and understanding from all the staff at Your Vision Financial.
Diana
Patricia is very knowledgeable in this space and i have enjoyed the process of understanding my financial postion. Great experience.
Carleen Walsh
After being with this group, we have been able to achieve a profitable and very comfortable early retirement.
Teresa Fairchild
Patricia and the team at Your Vision have given me peace of mind over our finances, we now have clarity and ways forward and have achieved goals.
Linda Justo
Book a Free Consultation or Ask a Question
Complete the form below or call us on (07) 3252 3600 directly.
Your Vision Financial Solutions Pty Ltd
ABN 64 650 296 478
and its advisers are Authorised Representatives of
Fortnum Private Wealth Ltd
ABN 54 139 889 535 | AFSL 357306
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