Winner2026
Women in Wealth Awards — Financial Planner, QLD
Recognising Patricia's dedication to expert financial guidance and empowering clients to achieve their goals.
Award-winning retirement planning
Get Retirement Ready. Book Your Free Consultation Today!
See how your Super could become a tax-smart haven for retirement
30 minutes Video call with our team Retirement specialists
20+
Industry awards & nominations
10 yrs
Of consecutive recognition
Top 50
Most influential advisers (AU)
QLD
Financial Planner of the Year 2026
Accolades & awards
A decade of recognition
Swipe through the badges, trophies and nominations earned by Your Vision Financial Solutions since 2014.
Recognised by the industry, trusted by clients
Winner2024
Fortnum Private Wealth — Adviser of the Year
Awarded for outstanding service, leadership and excellence in client outcomes — the top adviser across Fortnum Financial.
Recognised2025
Financial Standard Power 50 — Most Influential Adviser
Recognised for leadership, influence and a commitment to raising the standard of financial advice across the industry.
Finalist2025
IFA Excellence Awards — Client Outcome of the Year
Patricia's focus on personalised, client-centric solutions earned a finalist place in this highly respected category.
Finalist2025
Australian Wealth Management Awards — Personal Advice
Honouring advisers who excel in delivering high-quality, personalised advice and meaningful client results.
Finalist2024
Fortnum Private Wealth — Advice Innovation Excellence
Named a finalist for a forward-thinking approach to improving the client advice experience through innovation.
In our clients’ words
Hear what our clients have to say
“We are less than one year out from retirement and we enter this new phase, not with the fear and trepidation we did have, but with the knowledge imparted to us by Patricia and the confidence that we have attained a level of financial security we did not think possible over 15 years ago when we first started the journey.”
“I feel that managing our finances has been made simple, we don't have to be constantly looking up or managing things. It's kind of set and forget.”
“Their financial planning went beyond simple portfolio management. Patricia and her team helped me with retirement planning, investing, and tax.”
“Thanks to Patricia's assistance, we were able to make an informed decision to retire in 2016 at the ages of 50 and 48. She guided us through every step.”
“We would not have been able to do everything we did on our own. We need someone to help us. We trust Patricia and her team. Their trustworthiness, coupled with an unwavering commitment to their clients, makes them a remarkable group we'd recommend to anyone.”
Every accolade & milestone
A complete record of awards, finalist placements and industry honours.
- 2025 Financial Standard Power 50 — Top 50 Most Influential Financial Adviser
- 2025 IFA Excellence Awards — Client Outcome of the Year (Finalist)
- 2025 Australian Wealth Management Awards — Adviser of the Year: Personal Advice (Finalist)
- 2025 Australian Wealth Management Awards — Adviser of the Year: SMSF (Finalist)
- 2026 Women in Wealth Awards — Financial Planner, QLD (Winner)
- 2024 Fortnum Private Wealth — Adviser of the Year (Winner)
- 2024 Financial Standard Power 50 — Top 50 Most Influential Financial Adviser
- 2024 IFA Excellence Awards — Client Outcome of the Year (Finalist)
- 2024 Fortnum Private Wealth — Advice Innovation Excellence of the Year (Finalist)
- 2023 Fortnum Private Wealth — Adviser of the Year (Finalist)
- 2023 Business XCellence Awards (Finalist)
- 2022 Fortnum Private Wealth — Adviser of the Year (Finalist)
- 2022 Financial Standard Power 50 — Top 50 Most Influential Financial Adviser
- 2021 Fortnum Private Wealth — Adviser of the Year (Finalist)
- 2018 Financial Standard Power 50 — Top 50 Most Influential Financial Adviser
- 2017 Financial Planning Association of Australia — AFP Financial Planner of the Year (Winner)
- 2016 Women in Financial Services Awards — Rising Star of the Year (Winner)
- 2014 Financial Wisdom QLD State — Rising Star of the Year (Winner)
What happens in your retirement chat
01
Pick a time that suits
Choose a complimentary 30-minute retirement chat from the live calendar above — no cost, no obligation.
02
Tell us about your retirement
We listen first: when you want to stop working, the lifestyle you're aiming for, super, and your family. No jargon, no pressure.
03
See the path to retirement
You leave the call with clear next steps and an honest view of whether you're on track — and how award-winning retirement advice could help.
Before you book
- Is the first call really free?
- Yes. The initial chat is complimentary and obligation-free. It's there so both sides can see whether we're the right fit.
- How long does the call take?
- Around 30 minutes. Longer strategy meetings are scheduled afterwards only if you'd like to go further.
- Is it too early (or too late) to plan my retirement?
- Neither. We work with people decades away from retirement and with those already retired — the earlier we start, the more options you have.
- Do I need to prepare anything?
- Nothing formal. A rough sense of when you'd like to retire and what you have in super is plenty to get started.
- Do you work with clients outside Brisbane?
- Yes. We meet clients across Australia by video, and in person at our Ascot office in Brisbane.
Ready to plan the retirement you actually want?
Grab a complimentary retirement planning chat with the team — the calendar is at the top of this page.
Ready to pick your time?
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