Rachiegarlo

Financial Advice/Services

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    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

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    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 ;);)

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    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?

     

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    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 !!

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    Guest william22

    BPO Connect Australia

     

    1) Accountant Solutions

    2) Leverage Bookkeeping

    [h=2][/h]

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    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.

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