03 9598 8002
| BEAUMARIS |
GEELONG
| COLAC
CLIENT PORTAL
MAKE A BOOKING
Hero Image of man standing on water bridge

WHO WE ARE

Vista Financial Group brand logo in black Colour

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 individuals and families at all stages of life. With our blend of expertise, experience, and personalised service, we are dedicated to helping you achieve financial independence and peace of mind.

At Vista Financial Group, we understand that each individual's financial journey is distinct. Whether you are nearing retirement or looking to buy your first home, our team of seasoned financial advisers and mortgage brokers are here to guide you every step of the way. With a deep understanding of the needs of everyday Australians, we offer expert insights and strategies designed to maximise your wealth and safeguard your future.

For retirees, our focus lies in preserving and growing the wealth you have diligently accumulated over the years. Our retirement planning services encompass a holistic approach that takes into account your lifestyle aspirations, legacy planning, and risk management. By carefully analysing your financial situation, we craft tailored solutions that optimise your retirement income, maximises your Centrelink entitlements, create tax-effective investment strategies, and provide a stable foundation for your post-work years.

To millennials, we offer a fresh perspective on financial planning. We recognise the unique challenges you face, from buying your first home, understanding your super, protecting your loved ones, and starting to invest so you can retire earlier and with more. Our goal is to empower you with the knowledge and tools necessary to build a solid financial foundation. Whether you seek assistance with budgeting, debt management, or investment strategies, our team is committed to equipping you with the skills to make informed decisions and thrive financially.

At Vista Financial Group, we prioritise your financial well-being above all else. We foster strong relationships built on trust, integrity, and open communication. Our approachable team of advisers and support staff ensures that complex financial concepts are explained in everyday language, empowering you to understand and actively participate in your financial journey.

Discover the freedom that comes from professional financial guidance. Contact Vista Financial Group today, and let us help you to achieve your tomorrow.

OUR TEAM

Image of Tyson Roberts
TYSON ROBERTS
Financial Adviser
Managing Director
Personal Protection logo in white colourWealth Accumulation logo in white colourRetirement Planning logo in white colour
Image of Jason Chew
Jason Chew
Financial Adviser
Head of Advice
Personal Protection logo in white colourWealth Accumulation logo in white colourRetirement Planning logo in white colour
Image of Kate Borch
KATE BORCH
Financial Adviser
Aged Care Financial Planning logo in white colourWealth Accumulation logo in white colourRetirement Planning logo in white colour
Image of Sonia Dallimore
SONIA MEZENTSEFF
Financial Adviser
Aged Care Specialist
Aged Care Financial Planning logo in white colourRetirement Planning logo in white colour
Image of Aimee Taylor
AIMEE TAYLOR
Financial Adviser
Personal Protection logo in white colourWealth Accumulation logo in white colourRetirement Planning logo in white colour
Image of Patrick Chipp
Ashley smith
Financial Adviser
Personal Protection logo in white colourWealth Accumulation logo in white colourRetirement Planning logo in white colour
Image of Chris Carlin
CHRIS CARLIN
Financial Adviser

Personal Protection logo in white colourWealth Accumulation logo in white colourRetirement Planning logo in white colour
Image of Shane Moloney
SHANE MOLONEY
Lending Specialist
Head of Lending
Lending logo in white colour
Image of Shane Moloney
MATT DAMOS
Lending Specialist
Lending logo in white colour
Image of Josh Pearce
JOSH PEARCE
Senior Advice Manager
Image of Penny Giofkou
PENNY GIOFKOU
Executive Assistant
Image of Kerrie McMahon
KERRIE MCMAHON
Head of Administration
Image of Emma Lee
EMMA LEE
General Manager
Image of Andrea Kim Mercado
ANDREA MERCADO
Marketing Manager
Image of Wes Howell
WES HOWELL
Paraplanner
Image of Mary Decena
MARY DECENA
Paraplanner
Image of Daisy Macua
DAISY MACUA
Paraplanner
Image of Nathan Maquiling
NATHAN MAQUILING
Paraplanner
Image of Mara De Leon
Mara de leon
Client Services
Image of Natasha Warnakula
Natasha Warnakula
Client Services
Image of Naidene Williams
NAIDENE WILLIAMS
Client Services
Image of Lyzza Toleda
LYZZA TOLEDO
Client Services
Image of Retchie Camporedondo
RETCHIe CAMPOREDONDO
Client Services
Image of Annie McNaughton
ANNIE MCNAUGHTON
Client Services
Image of Chris Tibon
CHRIS TIBON
Client Services
Image of Chris Tibon
OLIVER Co Del Mar
Client Services
Mari Arnejo Profile Photo
DONNA LEPON
Client Service Associate

AWARDS AND RECOGNITIONS

Firm of the Year 2024
VISTA FINANCIAL GROUP
Firm of the Year 2024
Leader of the Year Finalist
TYSON ROBERTS
Leader of the Year Finalist
Adviser of the Year Finalist
JASON CHEW
Adviser of the Year Finalist
Practice of the year award

VISTA FINANCIAL GROUP
Firm of the Year
Finalist

TESTIMONIALS

client's image

P

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.

Peter & Linda

More

SUBSCRIBE TO OUR NEWSLETTER

Stay in the know with the latest updates, insights, and exclusive content delivered straight to your inbox.

First Name imageLast name logoEmail Address logo
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Follow Us On

Vista Financial Group