Personal Insurance Advice
Our advisors are equipped with the necessary knowledge to guide you through the process of protecting your wealth, as unexpected situations can arise in life.
Protect Your Wealth and Your Loved Ones with Comprehensive Personal Insurance Solutions
Are you concerned about protecting your wealth and your loved ones from unexpected life events? Do you find it overwhelming to choose the right insurance options to safeguard your financial future?
Our advisors are equipped with the necessary knowledge to guide you through the process of protecting your wealth, as unexpected situations can arise in life.
With a wide range of insurance options to choose from, it can be overwhelming to decide on the right one. We will determine the best protection options for your unique circumstances, ensuring you have the coverage you need. Our services include:
Personalised Insurance Needs Analysis: We evaluate your financial situation and needs to recommend the most suitable insurance products.
Wide Range of Options: We help you determine the appropriate mix of insurance, from Income Protection to Total & Permanent Disability, Trauma, and Life Insurance.
Expert Guidance: Our advisors provide clear and concise information to help you make informed decisions about your insurance needs.
Claims Support: We can help you handle the claims process for you when needed, ensuring you receive the support and benefits you are entitled to.
We understand that choosing the right insurance is crucial for protecting your wealth and securing your financial future. Our goal is to provide you with peace of mind, knowing that you and your loved ones are protected against unforeseen circumstances.
By working with us, you can be confident that you have the right insurance coverage to meet your needs and protect your wealth.
Award Winning & Highly Recommended
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.
Hear what our clients have to say…
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Marion & Rich
Pre-retirees
“Engaging with financial planners was initially a hesitant step for us, but little did we know the profound impact it would have on our financial well-being. “
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Danielle & Ben
Wealth Creators
“Because we tend to be less than organised with our finances, Patricia and her team always stay on top of everything and keep us informed and up to date.”
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Teresa & Darren
Wealth Creators
“Patricia helped us create a retirement plan based on the income from our assets and the fact that we won’t have access to our super funds for another 10 years”
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John
Retiree
“Their financial planning went beyond simple portfolio management. Patricia and her team helped me with retirement planning, investing, and tax strategies.”