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Our 4-step process applies to financial planning

Planning to set yourself up financially for the future should be based on your circumstances, your personality and the goals that are important to you.

Whilst it is important for your adviser to have the strength and experience to develop the overall strategy, it is essential that you are comfortable in owning this strategy and that you can call it your own.

Generally, for this to happen, most Australians want to know that they have had some say in how it is developed.  At Vision, you will find our 4-step process applies to financial planning as well.

Know You

By the time we are ready to put together your plan, there should be a feeling that:

we understand what motivates you,

what led you to giving us a call, and

the experiences you have had in the past.

We will have given you a clear idea of any costs involved in our advice and there will be confidence that we won’t suggest you invest in anything that you won’t understand or be uncomfortable with.

Research & guidance

In devising your strategy, our promise that we won’t put any strategy or plan in place unless it is:

clear to you that what we are suggesting is evidence based,

you are confident in our reasoning, and

that we have shown how we can measure the strategy along the way.

This will leave you with a clear feeling that you can own this plan, you are comfortable with it and it is worthwhile committing to.

Put everything in place

This step is critical to get right because we are now starting to help you invest your money. We are there to project manage the process by:

ensuring all the components of the strategy are put in place,

no mistakes are made, and

you are kept up to date along the way.

We will have given you a clear idea of any costs involved in our advice and there will be confidence that we won’t suggest you invest in anything that you won’t understand or be uncomfortable with.

Walk alongside you

Reviewing your strategy is vital so at Vision we believe that for it to be successful we should to be there for the whole journey.

Our goal is for you to feel confident that you don’t have to worry about your financial future because we are doing this for you.

Regular communication, benchmarking all investments and reviewing all aspects of the strategy will go without saying.

Is that the type of service that you’re looking for?

Disclaimer

FNP Solutions Pty Ltd (ABN 87 156 409 531) trading as Vision Property & Finance is a Corporate Authorised Representative of PATRON Financial Services Pty Ltd (ABN 13 122 381 908) atf the PATRON Financial Trust (ABN 32 307 788 137) trading as PATRON Financial Advice who holds an AFSL No 307379.

This site is provided by FNP Solutions Pty Ltd on an "as is" basis. FNP Solutions Pty Ltd makes no representations or warranties of any kind express or implied, as to the operation of the site or the information, content, materials, or products included on this site.  To the full extent permissible by applicable law, FNP Solutions Pty Ltd disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability and fitness for a particular purpose. FNP Solutions Pty Ltd will not be liable for any damages of any kind arising from the use of this site, including, but not limited to direct, indirect, incidental, punitive, and consequential damages.

This site is created and controlled by FNP Solutions Pty Ltd in NSW, Australia.  As such, the laws of NSW and Australia will govern these disclaimers, and terms and conditions, without giving effect to any principles of conflicts of laws. We reserve the right to make changes to our site and these disclaimers, and terms and conditions at any time.  Should you choose to act on any of the information included in the website, you accept all risks and responsibility for losses, damages, costs and other consequences resulting directly or indirectly from using this site and any information or material available from or through it to the maximum permitted by law.

FNP Solutions Pty Ltd limits any liability that cannot be excluded to restoring the service, re-supplying the material or refunding any amount paid to FNP Solutions Pty Ltd for the service or material. Any products or services provided by FNP Solutions Pty Ltd may be modified over time. None of the information and data contained in this website nor any opinion expressed constitutes a specific recommendation to purchase or sell a financial product, or to provide financial product advice.   FNP Solutions Pty Ltd and its associates is not engaged in rendering any legal or professional services by placing these general informational materials on this website.  We are not Licenced tax agents.

FNP Solutions Pty Ltd makes no representations or warranties about the accuracy or completeness of the information contained on this website. Any links provided to other server sites are offered as a matter of convenience and in no way are meant to imply that FNP Solutions Pty Ltd endorses, sponsors, promotes or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated. FNP Solutions Pty Ltd does not warrant or represent that the site is error free or free from viruses or defects. You must do all that is necessary (including using virus checking software) to satisfy yourself that accessing this website will not adversely affect your computer system(s).

FNP Solutions Pty Ltd is the copyright owner of all text and graphics contained on this website, except as otherwise indicated. Other parties’ trademarks and service marks that may be referred to herein are the property of their respective owners. You may print a copy of the information contained herein for your personal use only, but you may not reproduce or distribute the text or graphics to others or substantially copy the information on your own server, or link to this website, without prior written permission of FNP Solutions Pty Ltd.

Permission to use and reproduce documents and related graphics available from this website is granted, provided that: the below copyright notice appears in all copies and that both the copyright and this permission notice appear;

use and reproduction of documents and related graphics available from this website is limited to personal, non-commercial use; no documents or related graphics, including logos, available from this website are modified in any way; and no graphics, including logos, available from this website are used separate from accompanying text. Use or reproduction for any other purpose is expressly prohibited by law, and may result in civil and criminal penalties.

Violators will be prosecuted to the maximum extent possible.

If any part of this disclaimer is held to be invalid, unenforceable or illegal for any reason, the remaining parts of the disclaimer shall nevertheless continue in full force.

This site is only relevant to Australian residents.

 

General advice warning

Information published on this website has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs.

Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.  Past performance of financial products is no assurance of future performance.

Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products mentioned on this website.  You should also obtain and read this document prior to proceeding with any decision to purchase a financial product.

 

Website Complaints

If you have a complaint about the service provided by us you should:

Let us know your concerns.  We value your feedback and the opportunity to improve our service.  In the first instance, please let us know your concerns.  Alternatively, you can email or write setting out details of your complaint to:

The Complaints Manager, Infocus Securities Australia Pty Ltd (Infocus)/ Patron Financial Advice
Email:  ProfessionalStandards@infocus.com.au; or
Post: PO Box 1856, Sunshine Plaza QLD 4558; or
Telephone (07) 5458 9400.

Outline the specific areas of service, which have not met with your satisfaction. Detail in your letter, as simply as possible, all the facts relating to your complaint and how you believe we can investigate and resolve this matter to your satisfaction.

Infocus/PATRON will investigate your complaint and will make every effort to ensure you receive a fair and prompt reply. Infocus will endeavour to resolve your complaint within 45 days. We will keep you informed of what is happening to your complaint if this investigation cannot be resolved within this time.

If you still do not get a satisfactory outcome, you have the right to take the complaint to the Financial Ombudsman Service (FOS).

Infocus/PATRON is a member of the external complaints resolution scheme operated by FOS. FOS provides free advice and assistance to customers not satisfied with the responses provided by member companies to their complaints. FOS may undertake an independent external investigation of the complaint or enquiry. Member companies like Infocus are bound by any decisions made by FOS. You can write to the Financial Ombudsman Service, GPO Box 3, Melbourne VIC 3001 or telephone toll free 1300 780 808.

 

 

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