Vista Financial Group - Beaumaris (VIC)

5 /5 James Tranter: VISTA Financial Group in Keys Street Beaumaris particulary Aimee and Sonia have been fantastic in addressing mine and my wifes financial questions and helping us navigate to a point where we feel reassured and confident in the financial strategies we now have in place. Furthermore, our meetings with Aimee and Sonja have always been conducted professionally in their comfortable Key Street offices and any concerns or questions we have in between times have been quickly answered. We look forward to our continuing association with Aimee and Sonja and would thoroughly recommend VISTA Financial Group to anyone seeking financial advice.

5 /5 Wilson Chan: Jason and the team at Vista have been instrumental in helping us create financial stability for our young family. His advice is honest, easy to understand and tailored to our values and goals. We would highly recommend Jason to anyone wanting to set themselves up for long-term financial security.

5 /5 Greg Laing: I recently worked with Aimee and the team at Vista Financial for both insurance and financial planning, and I couldn’t be more impressed. Firstly we worked with Aimee for a full review of our Personal insurances which produced a significant reduction in our out of pocket expenses. She made the process of selecting the right coverage simple and straightforward, ensuring I wasn’t overpaying or under-insured. Next Aimee helped us through a difficult claim with a great outcome. Aimees hard work and dedication during the whole time was exceptional. Aimee kept me informed along the way which helped relieve the stress of the whole claim process. Finally Aimee worked on a whole of family financial plan. Our circumstances are complex (SMSF, trusts, contract work) but Aimee worked tirelessly to develop a plan that would save us in the short term and set us up for an easier road into retirement. The team at Vista is knowledgeable, professional, and genuinely cares about their clients success. Highly recommend to anyone in need of insurance and financial planning services! They truly go above and beyond.

5 /5 Jayne: My husband and I have been clients of Kate Borch for several years, and we greatly value her advice, honesty, and integrity. When Kate joined Vista, it made perfect sense for us to follow her in this new venture. Kate has been instrumental in helping us transition from employment to retirement, making what could have been a daunting process smooth and painless. The team at Vista is always welcoming, and they promptly address all our queries. We truly appreciate their work.

5 /5 jamie wearn: Jason gives great, practical advice for the short and long term. He and his team take care of everything from end to end of implementing his recommendations which is perfect for busy working parents. I would recommend this team very highly to anyone looking for financial planning advice.