Financial Advice/Services

[Rachiegarlo]

Advertise your services here.

[Andrew from Vista Financial]

ANDREW WILLIAMS

VISTA FINANCIAL SERVICES

 

“THE ONE STOP SHOP FOR ALL YOUR FINANCIAL PLANNING AND HOME LOAN NEEDS”

 

At Vista Financial Services I cater for all your financial planning and home loan needs.

 

I offer a wide range of financial services including:

 

 

 

Financial Planning

• Superannuation Advice – Helping you choose the right Superannuation Scheme;
  
• UK Pension Transfers;
  
• UK State Pension Advice;
  
• Risk Insurances (including Life Insurance, Critical Illness and Income Protection);
  
• Wealth Creation (including Margin Lending and Investment Advice); and
  
• Retirement Planning (including Transition to Retirement for those over 55 years of age).
  

Mortgages/Home Loans

 

• Residential Home Loans (including First Time Buyers);
  
• Land and Build Packages;
  
• Investment Home Loans; and
  
• Equity Loans for Investment Purposes.
  

I specialise in UK Pension Transfers and run a free, no obligation UK Pension Transfer Seminar every 3-4 months (next one Saturday 23 Jan 2010).

 

I also specialise in UK Expat Mortgages and have assisted many PIA members purchase their first Australian home.

 

I am passionate in helping fellow UK expats build and protect their wealth in Australia and my aim is to offer a full suite of financial advice specifically tailored to UK expats. I hope to build a long term trusting relationship by working together to meet your goals.

 

I offer a free, no obligation initial consultation either over the phone or on a one to one basis with home consultations available both in the evenings and at weekends.

 

I have extensive knowledge and experience in the Financial Services Industry in both Australia and the UK having worked for several leading UK banks including NatWest and Alliance & Leicester as both a Mortgage Adviser and Financial Adviser.

 

Contact me for more information.

 

Kind Regards

 

Andy Williams

[Andrew from Vista Financial]

Just a cheeky bump to introduce our new website www.vistafs.com.au

 

[Guest Guest75]

Just a cheeky bump to introduce our new website www.vistafs.com.au

 

 

Yeah - blooming cheeky but we know you go out of your way to help forum members ;)

[Guest jayme]

Can you advice some nice insurance company which can offers a scheme in which I can get nice returns after the maturation of the policy?

 

[Guest Chelseadownunder]

Steve Guy

Financial Planner

Hi all, my background is that I worked 16 Years as a Financial Adviser in the UK 9 of which were as an Independent Financial Adviser and Mortgage Broker.

I now work for a large practice in the city which has street parking available. We look after some major employers in Adelaide.

I hold a diploma qualification in the UK and have the Australian Financial Planning Diploma and Advanced Diplomas in Estate Planning, Taxation Planning and Investment Planning.

I offer free consultations at our office. I am married and have three children and we live in Hallett Cove. My style of planning service is to keep things simple and not to make things too technical.

We as a practice offer financial advice in Insurance / Super / Mortgages and lending / Self Managed Super / Investements / 55 and over Transition to retirement and salary sacrifice.

We also serve the best complimetary coffees in our office !!

[Guest william22]

BPO Connect Australia

 

1) Accountant Solutions

2) Leverage Bookkeeping

[h=2][/h]

[Reidys]

I have over 20 years experience in the financial services industry and am seeking part time work here in Adelaide. If anyone knows of any vacancies for a paraplanner's assistant, lending assistant or office administrator, please let me know.

 

Thanks.