Vision Financial Strategies

Vision Financial Strategies

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Preston Enterprise (WA) Pty Ltd (ABN 84 021 202 454 ) t/as Vision financial Strategies and Southern

We aim to professionally help our clients:

- Increase wealth
- Protect their wealth and income;
- Attain financial security for their lifestyle, and;
- Ensure that their estate and succession plan are in place to benefit the people they most care for. You can contact our friendly and professional team at Vision Financial Strategies (incorporating Southern Financial Strategies) on (08) 9474 9777.

21/12/2023

Our office will be closed from Friday 22nd December 2023 and will reopen on Monday 8th January 2024.
We would like to wish you and your families Merry Christmas and a safe and prosperous New Year.

11/05/2023

The Government delivered its 2023-24 Budget yesterday. We're here to help you work out exactly what this means for you.

Call us today to book an appointment with one of our experienced Financial Advisers -08 9474 9777.

20/12/2022

Our office will be closed from 12pm Thursday 22nd December 2022 and will reopen on Monday 9th January 2023.

We would like to wish you and your families Merry Christmas and a safe and prosperous New Year.

26/10/2022

The Government delivered its 2022-23 Budget yesterday. We're here to help you work out exactly what this means for you.

Call us today to book an appointment with one of our experienced Financial Advisers -08 9474 9777.

26/07/2022

Want to find out more?.....Our team of experienced Financial Advisers can help you navigate the road ahead.
Please call on 9474 9777 to book an appointment with one of our specialists.

29/06/2022

Vision Financial Strategies are proud to be a Sponsor for the Hurricanes Netball Club for the 2022 Season!

Casey from our Client Services Team, is the President of the Hurricanes Netball Club, and hosted their first Quiz night last weekend which was a huge success.

Well done to Casey and the Hurricanes Club for hosting such a successful event, and we wish them best of luck for the rest of the Netball season.

15/06/2022

With the new financial year just around the corner, now is a good time to revisit and set your financial goals for the next 12 months.

In particular with the recent market volatility and an increase to the superannuation contribution rate, our team of experienced financial advisers can help you navigate the road ahead.

Please call on 9474 9777 to book an appointment with one of our financial advisers.

08/06/2022

Want to know more about the upcoming Super changes effective 1 July 2022?

Speak with our experienced team of Financial Advisers today.

Call us on 08 9474 9777 or visit www.visionfinancial.com.au for further information.

31/05/2022

The rules around concessional and non-concessional super contributions can be quite confusing, but luckily we're here to guide you through it.

To arrange your complimentary consultation with one of our Financial Advisers call us today on 08 9474 9777.

23/05/2022

Vision Financial Strategies are proud to be a Player Sponsor for the Dampier Sharks Football Club for the 2022 Season!

Garry Addison and Yolanda Dicton from our office had their initial Pilbara exploration trip in early May and attended the Dampier Sharks first home game.

We look forward to many more visits to the area and assisting clients to help them achieve their Financial and Lifestyle goals. Preparing for our next visit up to the North West in early July.

To book in a complimentary consultation via Zoom or during our next trip in July, please call us on 08 9474 9777 or email [email protected]

โœ… ๐Ÿฎ๐Ÿฌ๐Ÿฎ๐Ÿฎ ๐—ฃ๐—Ÿ๐—”๐—ฌ๐—˜๐—ฅ ๐—ฆ๐—ฃ๐—ข๐—ก๐—ฆ๐—ข๐—ฅ

Vision Financial Strategies are a new Player Sponsor for the 2022 Season!

They've recently come up and were here to see our first Home Game and plan to have regular visits to assist Clients wherever possible!
"Vision Financial Strategies wanted to sponsor a pillar of the community that holds our same values of fun inclusion and hard work!"

We love seeing our Players supported by their Family, Friends & Community ๐Ÿ’š๐Ÿ’›

๐Ÿ“ธ Garry, Pup & Yolanda

10/05/2022

Call us today
08 9474 9777

18/12/2020

โœจChristmas Closureโœจ

Vision will be closing next Wednesday 23rd December 12pm and re-opening on Monday 11th January 2021!

Wishing everyone a very happy and safe Christmas and new year and we look forward to 2021 ๐ŸŽ„โญ๏ธ

Want your business to be the top-listed Accountant in Perth?
Click here to claim your Sponsored Listing.

Telephone

Address


Suite 38/11 Preston Street
Perth, WA
6152

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm