Our Financial Planning Services
Amplify and simplify your (Financial) life with our expert services.
For over 30 years, Your Vision Financial Solutions has been dedicated to helping clients dream, plan, and live their best financial lives. Our comprehensive range of services is tailored to meet the unique needs of young professionals, pre-retirees, retirees, and empowered women. We treat our clients like family, providing the support and guidance needed at every stage of your financial journey.
We don’t operate on a transactional basis, we offer comprehensive financial guidance that covers all areas of your financial life. The optimal combination of services and advice for you to maximise your resources will depend on your specific situation.
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Who We Help
We are dedicated to providing tailored financial planning services to a diverse range of clients. Our clients include busy professionals, empowered women, corporate executives, everyday families, retirees, and more.
Our Fees
We believe in providing clear and transparent fees for our comprehensive financial planning services. Find out how we structure our fees & book your consultation for more information
Meet Patricia Garcia, Director and Financial Adviser at Your Vision Financial Solutions
Patricia Garcia is a highly respected financial expert based in Brisbane, known for her leadership, deep industry knowledge, and genuine care for her clients. In 2025, she was named the Women in Wealth Awards Financial Planner of the Year – QLD, adding to an impressive list of accolades that includes being recognised as one of Australia’s Top 50 Most Influential Advisers by FS Power50, Fortnum Adviser of the Year (2024), FPA Financial Planner of the Year (2017), and Women in Finance Rising Star (2016).
Under Patricia’s leadership, Your Vision Financial Solutions has grown into a nationally recognised firm—named a finalist for the Fortnum Advice Innovation Excellence Award in both 2023 and 2024. Her commitment to advancing the profession extends well beyond the office, having served over four years on the board of the Association of Financial Advisers (AFA) and currently serving on the board of the Financial Advice Association Australia (FAAA) since 2023.
If you're looking for trusted financial advice in Brisbane delivered with clarity, care, and a long-term view—Patricia Garcia and the team at Your Vision Financial Solutions are here to help.
Award Winning & Highly Recommended
“We've been listening to the advice of Patricia since 2014 with plenty of success. She takes the time to explain our questions in a language we can understand and makes the whole experience very enjoyable. We look forward to our meetings and loved having our first online meeting whilst we were on holidays from our caravan we'd budgeted for. Absolutely fabulous experience and we've recommended her to family and friends.”
— Nigel and Tina