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.
Research & guidance
In devising your strategy, our promise that we won’t put any strategy or plan in place unless it is:
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.
Is that the type of service that you’re looking for?
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.
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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.
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.