Testimonials

“We love dealing with Dave Lennox. He is approachable, reliable, experienced and genuinely interested in helping us to get ahead.”

“Matt Ivers has been taking care of my bank finance for almost 15 years and this long successful association leaves me satisfied that my best interests are being taken care of. When we discuss business, as a client I get the strong sense that Matt is working hard to understand my requirements and find options that best suit me. This leaves me with confidence because of his extensive experience and the team that he has gathered to work with him.”

“Hamish always goes above and beyond to get the right outcome. His high integrity and personable service always makes the process that much easier.”

"I feel so satisfied with my purchase and I really believe this will be a good earner. In the meantime, it’s also a place I can enjoy and call home for a bit… until the next one! Thanks again Preben.”

“Vision has helped us through several settlements, both investments and home purchases over the past ten years and we have always been very happy with their personalised service and in fact we’re always recommending them to family and friends. Here’s to our next purchase!”

"As a recruiter in the finance sector, I have met a number of financial advisers who would have been able to help our financial situation. When we met Matthew, we were impressed with his knowledge, experience and his ability to "demystify" the jargon that exists in the Financial Planning world. This was a major appeal to us along with Matthew's personalised and professional service.

All of his advice and solutions were tailored to our needs and he continues to show great empathy for our situation. We have developed a deep trust in Matthew managing our finances on a regular basis. We have no hesitation in recommending his services."

"I want to pass on my sincere Gratitude and Appreciation to you both for the work/effort put into making this happen. As you know, this was not simply a purchase of a house. I have now ensured my 2 little 6 year old babies will always have the family home they love coming to visit Daddy in.
You both have finally made it possible to have a future in our home and made the patience and battles over the last 2 years worth while . Today is a new start in my life.... I can finally look forward and start a new chapter. Thank you sooo much."

“This is the third time that Gretchen, with the help of the Vision Team, as guided us to yet another sell and purchase process. What normally is a fairly stressing time, has been a smooth process thanks to Gretchen professionalism, experience and excellent helpful attitude.

The Vision Team has also guided us with other financial matters, and we do not hesitate at all to recommend them. Thank you Gretchen and the Vision Team!”

“Paul has been looking after us for the past 10 years as our mortgage broker and over this time we have built a very strong relationship with him. Paul has been fabulous, always responsive and ready to help with any of our requirements, questions and most importantly helping us to manage our mortgages effectively.
Paul always takes a proactive approach and will call when the interest rates are on the move with advice on options to ensure that we get to take advantage of those options as soon as possible. Paul has been our trusted advisor over this time and we have now been able to achieve our financials goals with his help and guidance along the way. We would thorough recommend Paul to any prospective clients, he is fantastic.”

“Pennie, Just a quick note to say thank you for all your help with our loans recently.

We so appreciate how professional you were and how hard you worked to get it all done on time. To you, Hamish and the rest of the Vision team, thank you so very much!”

"Thank you for following up with us. Everything is in order as expected and Paul did a fantastic job looking after us and getting everything approved."

“Paul Deheaume has been absolutely marvelous and has also assisted my kids. I can't speak highly enough of Vision & Paul's assistance.”

"Bea and Dave at Vision took the time to understand what we needed and provided the best package for us. Job well done."

"Paul & Vision went above and beyond. You ticked all the boxes in terms of communication and knowledge."

"Hi Bea, Thanks for the bottle of wine received today. Although unexpected, very deeply appreciated. I really think that you should be the one receiving gifts from your clients for your blend of professionalism with a human touch."