Close
Welcome to Vista Financial Group, where our mission is to ensure more Australians achieve their financial future. Located in the idyllic suburb of Beaumaris, in the heart of Geelong, and now also in Colac, we specialise in providing comprehensive financial solutions tailored to the needs of investors, retirees, pre-retirees, and millennials. With our blend of expertise, experience, and personalised service, we are dedicated to helping you achieve financial independence and peace of mind.
Book Now
We understand that building wealth through investing can be complex, but with the right professional advice, it becomes an opportunity for growth. When we meet with you, we take the time to comprehend your goals, life stage, and risk profile. By assessing your current financial position, including assets, debts, and future income potential, we provide recommendations on investment strategies that align with your specific needs.
Read More>>
While many people insure their home, car and possessions, it is even more important to make sure your family and lifestyle are protected from financial misfortune. Without a regular income, it can be a challenge just paying for everyday household expenses like groceries and power bills, while ongoing mortgage repayments or school fees can quickly eat away any savings.
Read More>>
Thanks to our high standard of living and medical advances, Australians are living longer than ever before. A male retiring at age 65 will likely spend around 20 years in retirement and a female 23 years*. While this is good news, being able to enjoy such a lengthy retirement may cost more than you think.
When the time arises to help a loved one into an aged care facility, it can be confusing and emotionally challenging for all.
You know you want the best care, but the practical issues also need to be considered. Is the preferred aged care facility affordable in both the short and long term? Will the choices you make now impact on pension entitlements? Will the family home need to be sold to obtain capital to pay for aged care?
.png)
Our service ensures you receive a tailored approach to obtain the most suitable product to meet your borrowing needs. We have a start to finish involvement with you - completing all required market research and associated paperwork for you.
Throughout the lending process we work together, while acting on your behalf where possible to ease your burden and provide peace of mind you’re best positioning yourself financially.Vista Finance and Lending offers a large suite of solutions from home and investment property loans, through to asset financing and commercial lending.
.png)
We understand that building wealth through investing can be complex, but with the right professional advice, it becomes an opportunity for growth. When we meet with you, we take the time to comprehend your goals, life stage, and risk profile. By assessing your current financial position, including assets, debts, and future income potential, we provide recommendations on investment strategies that align with your specific needs.
While many people insure their home, car and possessions, it is even more important to make sure your family and lifestyle are protected from financial misfortune. Without a regular income, it can be a challenge just paying for everyday household expenses like groceries and power bills, while ongoing mortgage repayments or school fees can quickly eat away any savings. Worse still, if you’re self-employed and can’t work because you’re ill or disabled, you could be faced with the added pressure of the business bills rolling in.
Thanks to our high standard of living and medical advances, Australians are living longer than ever before. A male retiring at age 65 will likely spend around 20 years in retirement and a female 23 years*. While this is good news, being able to enjoy such a lengthy retirement may cost more than you think.
When the time arises to help a loved one into an aged care facility, it can be confusing and emotionally challenging for all. You know you want the best care, but the practical issues also need to be considered. Is the preferred aged care facility affordable in both the short and long term? Will the choices you make now impact on pension entitlements? Will the family home need to be sold to obtain capital to pay for aged care?
Our service ensures you receive a tailored approach toobtain the most suitable product to meet your borrowing needs. We have a start to finish involvement with youcompleting all required market research and associated paperwork for you.hroughout the lending process we work together, while acting on your behalf where possible to easeyour burden and provide peace of mind you’re best positioning yourself financially.Vista Finance and Lending offers a large suite of solutions from home and investment property loans, through to asset financing and commercial lending.
We bring you the latest insights, updates, and trends from the dynamic world of finance. As a leader in the financial planning industry, Vista Financial Group is committed to keeping you informed and empowered to make sound financial decisions.
ReAD MORE >>
As the festive season approaches, investors are keenly watching for the annual phenomenon known as the Santa Claus Rally.
Our Managing Director Tyson Roberts sits down with Michael Higgins to discuss the investment strategies and market outlook of the Milford Dynamic Small Cap Fund.
Inheriting shares can be both a financial boon and a complex challenge, especially when it comes to understanding the tax implications and aligning inherited assets with your financial goals.
After just 1 meeting we felt Kate demonstrated the qualities we were looking for; knowledge, integrity and trust. In what has been a difficult time for us personally, Kate has mapped out a plan, set achievable goals and already significantly improved our financial future. We would happily recommend Kate and her partners to anyone wishing to review their financial futures.
Happy with everything, no doubt & would be more than happy to recommend to friends and anyone else looking to get their finances in order and structured towards future stability.
I'm not sure how it could be made any better! They have people in place to take care of your every need, doing all the work that I wouldn't have the time & knowledge to do effectively. Super responsive and a pleasure to deal with. The support we've received from Jason, Emma, & Mara has been first-rate, I cannot speak highly enough of them and their company.
All we can do is sing your praises, as you've diligently looked after us in a very personal, yet professional way since 2016. Your knowledge of Retirement strategies, openness to a variety of products available out there in the Industry, and tailoring them to our needs, has been superb. I can highly recommend others to your services. Keep up the great work!
Nothing to suggest as your service and advice is 100%
Continue to be enthusiastic and responsive. There will always be issues, the odd error, complicated scenarios to work through - the key is in how to respond to those when they happen.
We switched to Orange Wealth in late 2020 as we were utterly disappointed with our current advisors. Jason and the team are like a breath of fresh air; proactive, organised and always on the front foot to communicate/update us on where things are at the exact opposite of what we were used to. We look forward to working with them for many years to come!
I highly recommend engaging with Patrick as your financial advisor. He has seamlessly helped me with my investment strategy and mortgages, offering tailored advice and ensuring I understood everything along the way. He explains everything clearly, and genuinely cares about your financial goals. I highly recommend his expertise!
I'm writing to share my experience with Vista Financial Group. Recently, Sonia Mezentseff has done all the leg work to successfully transition me to a Government and self-funded pension. Her knowledge and expertise guided us through the maze of red tape and bureaucracy.
Tyson and his team have been looking after our affairs for many years. I have always found the experience to be extremely professional. The Vista team are really knowledgeable and are fantastic to deal with. I know that I can be confident in the advice they are providing.
We couldn't recommend Jason, Michael and the team at Orange Wealth highly enough. Super professional, knowledgeable, responsive and authentic. Most importantly, we feel that they are right by our side on every step of our family's financial journey.
Highly recommend Vista ,Tyson’s professionalism and experience is outstanding, his advice on our financial matters are always on point, and cares about our financial situation for our future.
I completely trust and value the advice Orange Wealth has provided to my partner and I. We have been able to achieve our own personal goals with their help. The service they offer is professional, friendly and outstanding. They have helped us set up our future.
After many years looking after my superannuation, the team at Vista Financial headed up by Tyson, are also providing advice and strategies to manage all our finances. We can now relax and be 100% confident that they are looking after our financials. Could not be happier with the timely support and assistance.
Fantastic service!! Super insightful Patrick was especially helpful - he provided a very thorough analysis on current market conditions. Highly recommend
Sonia bit into our aged care problem/assignment with gusto. She knew what she was talking about and she was prompt. It leaves one thinking as to how complex the aged care system is and how could you tackle it without Sonia's professional advice.
This was my first time using a financial planner and found Patrick to be super helpful. Gave me superannuation advice in clear and easy to understand language. Highly recommend and hope to be back again for a visit soon!
Shane was our mortgage broker when we purchased our first home. He’s been so good finding us the bank that suits us, always keeping us in touch on how the mortgage application was progressing. The post-purchase following up was also amazing. We highly recommend his service!
We have been with Jason and Orange Wealth for nearly 2 years , he has worked so well with us and has turned our financial situation around completely. He is there for us whenever we need and I wouldn't trust my finances with anyone else
Patrick provided a very thorough analysis on current market conditions and assisted in tailoring an investment strategy that suited my own personal goals. Highly recommend his services
Vista Financial Group have provided financial strategies that assisted in diversifying my finances beyond just holding investment properties. I have found Tyson to be trustworthy, is always willing to listen and work through my financial situation and challenges.
Sought advice from Patrick to set up an investment portfolio. He is helpful, attentive and diligent.
Very happy with Chris and the advice he is happy to give in a pinch. Nothing is ever too hard and he’s always happy to field my random financial questions. Plus his depth of knowledge is simply outstanding.
Chris has been our financial advisor for 3 years now, he has set us up for a perfect retirement, we are now worry free. I couldn’t recommend Chris highly enough to anyone who needs a financial advisor who is down to earth, friendly and just a good guy. You seriously can’t go past Chris from Master Your Money.
Our advisers are Authorised Representatives of Count Financial Limited (ABN 13 085 335 397, AFSL 227232)
© Copyright 2023 Vista Financial Group Pty Ltd
