“My journey with Patricia and Graham began over 30 years ago, and if I could think back to that time, I remember feeling somewhat skeptical. I saw Graham as a financial adviser and initially equated him to a used car salesman. However, he kept working on me, patiently and persistently, until I realised he knew what he was talking about. I started with Graham when I was young and married, and I soon enrolled in a program that I found beneficial. That was the start of my financial journey with them.
As the years passed, my relationship with Your Vision Financial only grew stronger. It was when significant life events happened, such as my marriage ending, that I realised I had made the right decision all those years ago. They didn't just provide financial advice; they offered support and guidance when I needed it most.
Graham eventually informed me that he would be moving on, but he had a young protege, Patricia. He sought my opinion on whether I'd be comfortable with her taking over as my financial advisor. I was genuinely touched that my perspective mattered to them. Patricia's confidence and competence were evident, and I was delighted to continue our financial journey with her.
From the very beginning, Patricia and her team displayed excellent communication, patience, and a deep understanding of my financial needs. Patricia is not only a brilliant financial advisor but also a person with a warm and friendly personality. She's patient, a crucial quality when dealing with someone like me who sometimes needs things explained multiple times.
Their financial planning went beyond simple portfolio management. Patricia and her team helped me with retirement planning, investing, and tax strategies. They always ensured that the solutions provided aligned with my simple lifestyle and desires. They didn't push me to take unnecessary risks or make substantial changes I wasn't comfortable with.
One of the most remarkable instances of their exceptional service was when they helped me recover a substantial amount of money from a bank. Patricia and her team pursued the matter relentlessly, and I couldn't be more grateful for the positive outcome.
In all these years, Patricia and her team have consistently demonstrated a deep understanding of my unique financial situation and goals. They've adjusted my strategy as my life circumstances changed and have enabled me to retire comfortably, even when I had doubts about my financial future.
The accessibility and communication have always been excellent. Patricia is just a phone call away, and our regular meetings keep me well-informed and confident about my financial future.
I can't recommend Your Vision Financial Solutions enough. While they have been my financial advisors for decades, I understand that not everyone's financial journey is the same. However, if you're considering working with them, my advice is simple: enter the relationship with an open mind and a willingness to embrace change. Their guidance, patience, and expertise can lead to a brighter financial future, just as they have for me.
Patricia is more than just a financial adviser; she's been a trusted friend throughout this journey, and I couldn't be happier with her services.”
- John McDonald, Retiree
