Vision is a progressive and forward thinking company which means that in these new economic and regulatory times we are ardent in providing you with the confidence and support you need for financial planning peace of mind. Our business is built upon the evolving relationship we have with our clients and these are some of the benefits you can expect from Vision as part of the service:

* A committed investment consultant who works with you to offer transparent and tailored advice with direct access when and how you need it.

* A dynamic, passionate and growing company with a nationwide team of investment consultants.

* We are an award winning business that offers traditional values but forward thinking in a modern industry.

* Credibility as an established respected company driven by professionalism.

* A two year rolling average of 97% overall client satisfaction and 90% of our clients would recommend us.

* Choice of the level of service you would like from us by taking the time to understand you and your individual needs.

* Our ethics are to work with highly trusted and professional associates.

* A strong administrative support team based in our head office and our aim is to be big enough to matter yet still small enough to care for each and every client.

Financial peace of mind comes to those with Vision financial planning is the task of determining how a business will afford to achieve its strategic goals and objectives. Usually, a company creates a financial plan immediately after the vision and objectives have been set. The financial plan describes each of the activities, resources, equipment and materials that are needed to achieve these objectives, as well as the timeframes involved.

Performing financial planning is critical to the success of any organisation. It provides the business plan with rigor, by confirming that the objectives set are achievable from a financial point of view. It also helps the CEO to set financial targets for the organisation, and reward staff for meeting objectives within the budget set.