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 NowWe 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?
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.
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 >>Meet Ashley, a financial adviser who has dedicated his career to helping clients navigate the complexities of financial planning since entering the industry in 2016.
Australian shares started the week off high, buoyed by a positive performance in US markets where major averages marked their sixth consecutive week of gains.
Every transition in life is challenging. Ascreatures of habit, we often find change difficult.