From humble beginnings sitting around the kitchen table of our Brisbane home working out the name and logo of our business to celebrating a 21st birthday.
VISIS Private Wealth has come a long way and in August our team of partners was joined by more than 300 staff, clients, supporters – and even a few celebrities – at Brisbane City Hall to celebrate.
The event was an opportunity to mark this significant milestone, recognising the hard work and dedication of our team that has ensured the success of our firm. It also marked an occasion to thank our clients for their ongoing support throughout our journey.
Stopping to take a breath, reflect on the wins and challenges that have helped build VISIS into one of Australia’s leading private wealth management firms is important.
We know our technical prowess is exceptional – we play in the field of numbers without fear nor favour. But what makes VISIS even more valuable is our human side, and our work mantra to focus on a people-first approach at all times.
We extend our sincere thanks to every client who has been part of our exciting journey so far, some having been along for the ride from the very beginning. I’m proud to say you are all part of our family and look forward to continuing our partnerships for decades to come.
With more than half of marriages and de facto relationships ending these days, parents are reconsidering how they structure their wills with testamentary trusts to protect their assets and avoid their legacy ending up in the wrong hands.
National housing prices are expected to drop 20% overall from their peak, according to NAB’s latest quarterly survey, as reported by the AFR’s property editor Nick Lenaghan.
Advice you can trust, results you can enjoy.
