Vsma

Vsma

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Mon-Fri: 9AM—5PM
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Reviews about Vsma

5.0
  /  97 ratings
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  • Chloe Spencer 10 May 2021, 11:27 am
    Comment
    VSMA helped my husband and I to better understand how we could be making our savings, assets and tax work harder to generate wealth quicker and set ourselves up for the future. The team invested a significant amount of time up front getting to know us and our financial position/future goals, without any commitment on our part. They then reviewed all the information gained and prepared a range of investment options that suited our situation. They again, spent a great deal of time and effort prese – show
    • Company's official reply 12 May 2021, 1:07 pm
      Hi Chloe, thank you for leaving such a glowing review, it truly means a lot to us. Your kind words will certainly be passed onto our great team and network of specialists. We are glad to know that we have great advisors and brokers who have provided you with a service that has made you feel understood, well informed, well guided and have acknowledged your needs every step of the way. Thank you for giving us the opportunity to do what we do best! See you at your next review!
  • Helen Rochester 5 May 2021, 5:16 am
    Comment
    The team listened to my tax effective option for my retirement goal. Using the team to purchase my investment property was simple, seamingless and hassle free. Extremely pleased with the results, the team and their support during COVID. If your keen in increasing your investment portfolio, highly recommend. Thanks Helen
    • Company's official reply 6 May 2021, 12:41 am
      Hi Helen, you're an absolute gem! Thank you for your kind words, it has been an absolute pleasure working with you to achieve the goals that you have set for yourself. We look forward in continually working closely with you to achieve even greater heights. We hope to see you soon!
  • Lauren Dji 3 May 2021, 2:32 pm
    Comment
    Great team who have a specialised supportive network. Definitely the best mortgage brokers and advisors I have used in Melbourne! Couldn't be happier with the outcome. Thanks team.
    • Company's official reply 5 May 2021, 11:27 am
      Hi Lauren, we are extremely grateful for your recommendation. The team will be thrilled to hear of your positive feedback. We look forward to what the future holds!
  • Sylvia Loader 14 April 2021, 4:00 am
    Comment
    Great customer service. Nothing was too much trouble. Helped us purchase two investment properties in the last 3 years.
    • Company's official reply 14 April 2021, 8:21 am
      Hi Sylvia, your recommendation is greatly appreciated. We are happy to hear of your positive experience, our team will always be here at your beck and call whenever you need us!
  • Marisa 8 April 2021, 3:26 pm
    Comment
    We have had a fantastic experience with the team at VSMA. From our initial consultation with Jen to our 3-hour work shop with Sam and the VSMA team. They took the time to understand us personally, our goals for the future and our financial position. The education they provide is invaluable, we walked out of their office with a clear financial strategy which we had never ever considered would be possible.
    Sam & Harmony have supported us through every step of the way from securing our first invest
    – show
    • Company's official reply 14 April 2021, 8:49 am
      Hi Marisa, you are an absolute gem! We appreciate you taking the time to write such an incredibly glowing review. Our team will be absolutely stoked to hear of your positive experience. It has been a pleasure working with you and we look forward to being a part of your growing success. Thank you for choosing to join the VSMA family!
  • Nick Frederiksen 25 January 2021, 7:42 am
    Comment
    Thanks, VSMA for giving us the education and confidence to commit to getting our first Self Managed Super investment property. Then once we were ready, your turn-key process to make it happen was amazing. Your team and support network did a fantastic job, thanks again. Nick and Alix
    • Company's official reply 27 January 2021, 5:26 am
      Hi Nick & Alix, thank you for your glowing review. We are so pleased to hear of your positive experience with our Team and supportive network. We would like to thank you for giving us the opportunity to improve your financial circumstance and we look forward in achieving greater heights with you for many years to come. We look forward in seeing you at your next review.
  • Danny Obani 24 January 2021, 7:38 am
    Comment
    VSMA are great team to deal with especially when buying an investment property. They showed my wife and I on how to secure our first investment property with update on every process and stages. I will highly recommend them to any one.
    • Company's official reply 24 January 2021, 11:54 pm
      Hi Danny, thank you for your wonderful recommendation. We are so happy to hear that you had a great experience with our Team. We look forward in helping you achieve your financial goals, year after year. We hope you have a lovely day.
  • Val Knox 20 January 2021, 5:45 am
    Comment
    Excellent experience with VSMA. Detailed portfolio, every step was clear and concise. Would recommend them to anyone who is seeking to improve/increase their investment portfolios.
    • Company's official reply 21 January 2021, 3:26 am
      Hi Val, thank you for your incredible recommendation. We look forward in continuously working closely with you to reach greater heights. We hope you enjoy the sunny arvo!
  • Suzi Park 22 December 2020, 7:46 am
    Comment
    We were really happy with the service.
    • Company's official reply 28 December 2020, 12:34 am
      Hi Suzi, thank you for your wonderful feedback. We hope you enjoy the holiday season!
  • Michael Unsworth 12 December 2020, 4:53 am
    Comment
    Great bunch of people that are easy to get along with, any concerns that you may have will be followed up with great attention to detail and professionalism. They have worked out great for our investment needs.
    • Company's official reply 14 December 2020, 4:56 am
      Hi Michael, thank you for your kind words. We are so happy to have been given the opportunity to assist you with your financial needs. We look forward to continuously working towards a better future for you.
  • Heather Cunningham 26 November 2020, 11:10 am
    Comment
    Sam and the team at Vision have been a great help to us to start on our investment journey. Vision has a network of people who helped us with loans, Superannuation, and accounting. We recently settled on a property as a Super investment and are working on a build for a personal investment. Whenever we had concerns the team were quick to find an answer. We knew before starting that property investment was the best way to secure our retirement but didn't know how. This team does it all for you wh – show
    • Company's official reply 30 November 2020, 7:07 am
      Hi Heather, you are so welcome! Thank you for sharing your experience with us and the community. It has been an absolute pleasure working with you on your financial journey and we hope to continue doing so for many more years. We hope you have a lovely afternoon.
  • Debbie Dodd 20 November 2020, 8:46 am
    Comment
    VSMA helped my husband and I to better understand our options for improving our financial security. They provided us with a wealth of information about various savings and investment options and when we made our decision they assisted us obtain our first investment property. They were always available by phone and email to answer our questions and assist us with processes we were unfamiliar with. Even three years after our initial meeting, they check in with us from time to time to ensure we are – show
    • Company's official reply 30 November 2020, 7:05 am
      Hi Debbie, we hope you are well. Thank you kindly for the wonderful recommendation. We are so glad to have been given the opportunity to help you with your financial goals and we will always be here whenever you need us. Pop by and say hello if you're ever in the area, we would love to see you.
  • Emmanuel De Zylva 17 November 2020, 2:45 am
    Comment
    I would highly recommend these guys. You couldn't get a more insightful, truthful and easy going team. I've gone through the process twice now with VSMA and I couldn't be happier with the outcome. From start to finish it's a turnkey investment solution. Steve and his team get right into it and know the market inside out. Absolutely no hassles and extremely transparent all the way. I'm extremely impressed regarding the leadership of the organisation. It is very family orientated and they are abso – show
    • Company's official reply 17 November 2020, 11:58 am
      Hi Emmanuel, Thank you for your incredible recommendation. We are so happy to hear of your positive experience, and we look forward to many more years of success for you and your family.
  • David Harrington 13 November 2020, 3:53 am
    Comment
    Using the Vision team to purchase a investment property made the whole process so much easier. They organised everything from the financing to the building of the property. There advice was invaluable. I would not hesitate to use them again in the future.
    • Company's official reply 13 November 2020, 8:37 am
      Hi David, thank you so much for your wonderful review. The team will be thrilled to hear about your positive experience. We look forward to continuing on this successful journey with you for many more years to come! We hope you have a relaxing weekend ahead.
  • Zion Hawkins 13 November 2020, 12:23 am
    Comment
    Sam has been great with keeping us updated we really appreciate his honesty and time that he has given to our family. We look forward to furthering our profile with VSMA
    • Company's official reply 13 November 2020, 12:57 am
      Hi Zion, thank you for the review! You are an absolute gem! We look forward to working closely with you for many years to come to ensure we achieve the goals you set for yourself and your family. When you guys are in the area, swing by and say G-day, we would love to see you and the kids!
  • Sue Harrington 12 November 2020, 2:18 pm
    Comment
    We had a great experience from start to finish, they organised everything for us, everything went very smoothly, couldn't have asked for a better team to buy our investment property with, we highly recommended them.....Thank you
    • Company's official reply 13 November 2020, 12:59 am
      Hi Sue, thank you for the recommendation. We are glad to have been able to assist you on this incredible journey. Cheers to many more successful years for you and the family! We look forward to seeing you at your next review! Enjoy the weekend ahead.
  • Daniel Hawkins 3 November 2020, 7:44 am
    Comment
    Delt with these guys for the first time and won't b doing it again that's for sure.

    Brought our first investment property with these guys.
    The guy that comes to your home before anything starts talked a big game.
    Then head into the office (had to take a day off) took in all documents they need. Again people In office talked this big game with no follow through. Its been a head ace since we signed papers and seem to b carrying on. All these reviews on here is fake.

    Never call us back everything
    – show
    • Company's official reply 3 November 2020, 12:44 pm
      Hi 'Daniel', your fake review has been flagged and removed by multiple review sites including: trustpilot, reverseaustralia, sitejabber, wordofmouth and so on. You were unable to prove that you have had a genuine experience with our company, we would like you to kindly remove your illegitimate review.
  • Charlie Dimeglio 25 October 2020, 8:05 am
    Comment
    Our journey with Vision was great they took us through start to finish step by step. Nothing was to much trouble, all our questions got answered. All the team at Vision did a great job for us.
    • Company's official reply 26 October 2020, 10:46 am
      Hi Charlie, we are so glad to hear of your positive feedback. Thank you! We hope to be here for you for years to come!
  • Wendy Ozimek 25 October 2020, 7:55 am
    Comment
    Wonderful customer service, great expertise follow up on questions and answers very prompt responses nothing was to much trouble in our journey with Vision. Thank you all.
    • Company's official reply 26 October 2020, 10:45 am
      Hi Wendy, thank you for taking the time to leave us a wonderful review. We are so happy to hear that you enjoyed your journey with us, and we hope to achieve greater successes with you in the future.
  • Wayne Harding 23 October 2020, 5:50 pm
    Comment
    Without Vision we wouldn’t be investing to setup our future and reach our goals. They have guided us from start to finish with a very professional team making it a streamlined process.
    • Company's official reply 26 October 2020, 10:43 am
      Hi Wayne, you are too kind! Thank you for the recommendation. We enjoyed working with you throughout this process as much as you enjoyed working with us. We hope to continue reaching greater heights with you.
  • Chelsea Harding 22 October 2020, 2:34 am
    Comment
    This has been such a positive learning experience for us, but made so much easier with VSMA taking us through each step. Everyone is so helpful and there was never any pressure put on us. Thanks guys for helping us with our first investment, we would never have done it otherwise.
    • Company's official reply 26 October 2020, 10:43 am
      Hi Chelsea, you're an absolute gem! Thank you so much for your wonderful review. It has been a delight working with you to achieve your goals. Cheers to an even brighter future for you.
  • Briony Glidden 15 October 2020, 7:03 am
    Comment
    VSMA guided us from the very start to the very end of the process with our new investment property as we were novices! Their support was fantastic and if you think you might benefit from a chat with them, you won't regret it.
    • Company's official reply 16 October 2020, 2:17 am
      Hi Briony, thank you kindly for the recommendation, we really appreciate it. Glad to hear of your positive experience, we will always be here to support you in any way we can.
  • Chad Emerson 13 October 2020, 11:28 am
    Comment
    Very helpful team, and they are there from beginning to end, and always happy to assist with any questions. Would definitely use Vision in the future again.
    • Company's official reply 15 October 2020, 2:06 am
      Hi Chad, thank you for your kind words. You have been a great client to work with, and we look forward to the next project together! Stay safe and well!
  • Kelly 13 October 2020, 4:48 am
    Comment
    The team worked seamlessly in conjunction with our existing accountant who spoke highly of their strategies once he dissected their advice. They gave us the most tax effective solutions for our current financial position and tied it in with our future retirement goals. Extremely pleased with the results so far. Also, their mortgage brokers are very good, provide competitive interest rates. Thumbs up!
    • Company's official reply 15 October 2020, 2:06 am
      Hi Kelly, it gives us great pleasure to have been able to work on your file in collaboration with your accountant. Happy to hear that you are pleased with your financial progress, we have so much more to offer. We can't wait to see you next!
  • Shayne Grant 9 October 2020, 4:22 am
    Comment
    Thanks to Vision we have successfully set up our first investment property and are currently in the midst of setting up our second. There is no way we could have done this without the support of Vision and their incredible team. The amazing lunches were an added bonus!!
    • Company's official reply 15 October 2020, 2:04 am
      Hi Shayne, cheers for an incredible review. It has been an absolute pleasure working with you to achieve your goals. Glad you enjoyed the lunch, just a small thank you for your support! Whenever you are around, swing by the office and say g'day once restrictions are over, we would be happy to see you!
  • Jessica York 9 October 2020, 3:37 am
    Comment
    We were unsure at first, however thanks to the fantastic knowledge and expertise of Vision and their team over the past year and a half, we have successfully purchased an investment property and with Visions help we are currently looking into our second. If only we knew what we did now we would have done this years ago. Thank you again to the wonderful team at Vision for setting us up for a better future for our family.
    • Company's official reply 15 October 2020, 1:59 am
      Hi Jess, you are an absolute gem. Thank you for your kind words, we wish we met you all those years ago to educate you on your options a lot earlier. However, we have plenty of time left to help you achieve greater goals. Cheers to a brighter future!
  • Karen Burgoyne 6 October 2020, 12:56 pm
    Comment
    Fantastic company. Everyone really helpful. They made the experience stress free and explained each step in simple easy to understand terms. Will definitely use them again.
    • Company's official reply 8 October 2020, 8:46 am
      Thanks Karen! The team will be so happy to hear that you were pleased with our service. We will always be here whenever you need us!
  • Lauren Wilde 3 October 2020, 10:59 am
    Comment
    With the help of the amazing, friendly and responsive VSMA team (and their network of experts), we now understand the importance of minimising our tax, making the right property investment decisions, have set up an SMSF and started budgeting.
    I'll happily tell anybody I know about VSMA and what we have achieved with them in our corner the past 15 months.
    I encourage you to meet with them so they can assess your situation and tailor a strategy for you — it was really eye opening to see it all map
    – show
    • Company's official reply 8 October 2020, 8:37 am
      Hi Lauren, thank you so much for your recommendation and kind words! It gives us great pleasure that we have been able to help you with different areas of your finances and have had the opportunity to assist you with your financial and investment goals! It's been great working with you and we will continue to help you with all your future plans!
  • Matt Poplawski 2 October 2020, 2:49 am
    Comment
    The team at VSMA are second to none! From their professionalism to their knowledge of the inudstry, they take the effort to understand your financial situation and what works best for you to help you along your wealth creation journey! Thanks for all your help so far!
    • Company's official reply 8 October 2020, 6:01 am
      Hi Matt, thanks for the great review! I'm sure the team will be happy to hear that you were pleased with our advice and service. We look forward to helping you for many years to come!
  • Milzy 1 October 2020, 10:15 am
    Comment
    Best group of individuals, felt comfortable from the initial meeting and beyond. Spent 2 hours in my first meeting, just getting to know me and understanding exactly what I wanted. Outcome: Best advice and diversification of investments. Satisfied beyond measure.
    • Company's official reply 8 October 2020, 5:57 am
      Thank you for your kind words! We always put our client's best interests at the forefront of everything we do, so it's great to hear you've been happy with our service!
  • Teegan Brown 24 September 2020, 2:54 pm
    Comment
    We have had a fantastic experience with Vision over the past couple of years. We were hesitant at first, but they have helped us develop a much better understanding of our finances. Great communication and wonderful customer service. Thanks guys!
    • Company's official reply 25 September 2020, 10:03 am
      Hi Teegan, thank you so much for the wonderful review! Many clients feel the same at first, so thank you for trusting us. It has been an absolute pleasure teaching and working with you!
  • Guy Brown 24 September 2020, 2:40 pm
    Comment
    Great service all round. VSMA helped us to purchase our first investment property and made it a seamless process. Would definitely recommend their services.
    • Company's official reply 25 September 2020, 9:58 am
      Hi Guy, thanks for the recommendation! A great review!
  • Rich Maybank 22 September 2020, 1:41 pm
    Comment
    VSMA were extremely knowledgeable and helpful through out the process. They provided us with the information and reassurance we required.
    • Company's official reply 25 September 2020, 9:54 am
      Thanks Rich! The team will be absolutely thrilled to hear your thoughts on the experience you've had with us!
  • Hannah Maybank 22 September 2020, 8:02 am
    Comment
    VSMA provided us with a high quality, professional service. We had talked for years about buying an investment property but had yet to take the steps to make it happen. The VMSA team provided a clear and transparent plan of how we could make this happen.
    • Company's official reply 25 September 2020, 9:52 am
      Hi Hannah, thanks for leaving a review. We're so glad you came to us to assist you! It's great to know you've been happy with our service!
  • Hannah Nguyen 21 September 2020, 4:03 am
    Comment
    VSMA service is fantastic. They always check up on you and see how things are going and do a review for you.
    Also, the team are very friendly and knowledgeable.
    • Company's official reply 25 September 2020, 5:58 am
      Hi Hannah, what a lovely review! We will always be here whenever you need us!
  • Samantha H_969 18 September 2020, 7:35 am
    Comment
    Helped us reduce our debts and structure our finances so that we pay off our mortgage in 8 years rather than 24 years. These guys were a blessing in disguise. We are now onto the next stage in our financial journey with them and it has been incredible. Give them a try if you are anxious and nervous about finance as much as we were!
    • Company's official reply 25 September 2020, 5:57 am
      Hi Samantha, thank you for taking the time to share your experience with us. We hope to continue this incredible journey with you for years to come!
  • Ashley Goodfellow 18 September 2020, 6:45 am
    Comment
    The team at VSMA provided a clear and concise process for us to move forward on creating an investment option. They located a great property in a great area for growth. Very happy to recommend this company for those looking towards setting themselves up for future prosperity.
  • Joel Murphy 18 September 2020, 5:14 am
    Comment
    From our initial consultation, to setting up our tailored our investment portfolio the process has been first class. Sound wealth knowledge across diverse sections of the market has made us extremely happy with putting our trust with VSMA.
    • Company's official reply 23 September 2020, 10:31 am
      Hi Joel, thanks for the amazing review. We're so glad you put your trust in us and I'm sure the team will be happy to hear that you were pleased with our advice and service!
  • Kelly Goodfellow 18 September 2020, 4:43 am
    Comment
    The team at VSMA helped to put any worries we had at ease by explaining everything step by step in a friendly and professional way. They really care about their customers. We are very happy with our investment outcome.
    • Company's official reply 23 September 2020, 10:24 am
      Hi Kelly, we're so glad you've been happy with our service and we look forward to continue working with you in the future!
  • Brad Kwik 16 September 2020, 9:24 am
    Comment
    The team at VSMA were very professional and detailed when providing you with information.
    They really look after your needs.
  • Mary Dagata 13 September 2020, 11:31 am
    Comment
    I'm not very trusting when it comes to finances but the team at VSMA have been very professional, very patient and understanding they have been available to answer all my questions. I highly recommend VSMA for the professional stress free process of helping with our successful purchase and management of our investment property and they also have continued to provide support afterwards.
    • Company's official reply 14 September 2020, 9:27 am
      Hi Mary, thank you for the amazing review! We're so glad you trusted us and we look forward to continue helping you for many years to come!
  • Chris DAgata 13 September 2020, 5:06 am
    Comment
    The Team at VSMA area very Knowledgeable and helpfull helping us with our investment property.
  • Karen Pollard 7 September 2020, 4:27 pm
    Comment
    All the staff at VSMA are very friendly, professional and super helpful with all facets of Financial advice. They offered and provided great solutions to our financial situation, handled everything, nothing was too much trouble, we are now in a far better place heading for retirement, I would highly recommend their service.
    • Company's official reply 9 September 2020, 9:11 am
      Hi Karen, thank you for such a lovely review and recommendation! It's been great working with you and we will continue to help you with all your future plans!
  • Maaike 1 September 2020, 2:13 am
    Comment
    We have been with these guys since 2016, they have set up our SMSF and helped us with starting a real estate portfolio. I honestly cannot fault the team, from the very first time we met to today, their service is always at it's best. I would highly recommend VSMA if you were wanting to get your retirement plans in order.
    • Company's official reply 4 September 2020, 9:41 am
      Thanks for the amazing recommendation! It's great that you've been with us so long and the team will be so happy to hear that you were pleased with our service!
  • Scott Adam 1 September 2020, 1:22 am
    Comment
    We joined VSMA in 2016, since then we have set up our own SMSF fund including the purchase of a property in Officer (Melb). A rental in Armstrong Creek (Vic) and they are continuing to help us grow our wealth and secure our future.
    Very supportive, helpful & great advice.
    Thanks heaps VSMA
    • Company's official reply 4 September 2020, 9:34 am
      Hi Scott, thanks for sharing your experience with us! We're so glad to have had the opportunity to assist you with your financial and investment goals!
  • Nelson Pollard 31 August 2020, 7:46 am
    Comment
    Great people to deal with and extremely solid financial advice.
    • Company's official reply 4 September 2020, 9:33 am
      Thanks Nelson! It's great to know you've been pleased with our team and service!
  • David Mac Bean 31 August 2020, 5:25 am
    Comment
    We joined VSMA in 2017. Since then we have set up our own SMSF fund including the purchase of a property in Queensland. They are continuing to help us grow our wealth and secure our future. Originally, we were looking for advise on investment properties as we didn't understand the process. VSMA walked us through what we needed to do which gave us the confidence to control our own superannuation for our retirement. With their guidance, we have invested our super in multiple avenues we are now loo – show
    • Company's official reply 4 September 2020, 9:33 am
      Hi David, great to hear from you! We are so glad we've been able to assist you in your future plans and will continue to help you achieve your goals!
  • Claire Mac Bean 28 August 2020, 1:41 pm
    Comment
    Since joining VSMA in 2017, they have helped us to grow our wealth and secure our future. We were looking for advise on investment properties as we didn't understand the process. VSMA walked us through the process and gave us the confidence to proceed and purchase our first investment property. With their guidance, we have invested our super in multiple avenues and looking forward to a secure future for us and our children.
    • Company's official reply 4 September 2020, 9:33 am
      Hi Claire, thank you for your review! It's been a pleasure to work with you and we look forward to helping you and your family for many years to come!
  • Rich Bear 25 August 2020, 4:01 am
    Comment
    We had many meetings to feel comfortable with our decision to go with VSMA. They had a great team that worked together to get us into our first investment property, and now a second. They went into detail about our future finances and how to clean things up. They are in it for the long haul and you could see that they wanted you to succeed in the future. We still keep up to date with the market and have free finance talks over zoom with no sales pitches. They were able to offer us superannuation – show
    • Company's official reply 25 August 2020, 8:43 am
      Thanks for the recommendation Rich! We're so glad we've been able to assist you. Many clients feel exactly the same way at the beginning, so we hope your review shows how easy the process can be with a little guidance!
  • pat smith 24 August 2020, 9:34 am
    Comment
    I am very skeptical when it comes to wealth management companies coming to your home to give you advice. I was always looking for the scam. We booked an appointment with VSMA and they filled us with great advice and went straight into helping us with financial strategies so we could buy our first investment property. That was 2 years ago and we have now bought 2 through them. I didn't think it was possible with our income but they made it happen. We are still having zoom meetings with them to pl – show
    • Company's official reply 25 August 2020, 8:43 am
      Hi Pat, thank you so much for your incredible review and feedback. It gives us great pleasure that you've been with us so long and we're still helping you achieve your financial goals! We will continue to support you in all your needs for years to come. Glad you enjoyed the lunch!
  • Michelle 22 August 2020, 1:10 pm
    Comment
    Great group of professionals working hard to achieve our goals. Always responsive, always keeping us up to date about financial changes. It has been a breath of fresh air dealing with people we trust knowing that they really take the time to understand what you want and ensure they achieve it for you. I can't thank you guys enough!
    • Company's official reply 25 August 2020, 8:42 am
      Hi Michelle, thank you for taking the time to leave such a wonderful review! The team will be thrilled to hear your thoughts on your experience. Looking forward to continuing to help you achieve your goals!
  • David Colin 22 August 2020, 12:47 pm
    Comment
    I have nothing but relaxed and professional dealings with VSMA and I am please to have them working on my behalf.
    Thank you.
    • Company's official reply 25 August 2020, 8:42 am
      Hi David, thanks for sharing your experience with us. It's great to know you have been pleased with our service and we look forward to continuing working with you in the future!
  • David Rado 18 August 2020, 11:53 pm
    Comment
    If you need advice about retirement or securing your future, don't hesitate to contact VSMA they will sit with you explain and give great advice on what you can do. Staff very knowledgeable and helpful.
    • Company's official reply 20 August 2020, 12:20 pm
      Hi David, thank you for your wonderful review. The team will be happy to hear that you were pleased with our advice and service! Please send our regards to the family. Stay safe.
  • maria rado 18 August 2020, 12:40 pm
    Comment
    Great experience always got back to us on any questions or concerns we had.
    • Company's official reply 20 August 2020, 12:21 pm
      Hi Maria, lovely to hear your feedback and experience. We will always be here whenever you need us.
  • Ryan 18 August 2020, 7:10 am
    Comment
    I love the professionalism and the high level of customer service this company delivers. I would recommend them to anybody who is either uncertain with their retirement strategy, or keen to explore any ideas that will set their family up as best as possible between now and retirement. Thanks guys!
    • Company's official reply 9 July 2020, 6:51 am
      Thanks for leaving a review Ryan, it is great to have you on board!!
  • Warwick Miller 14 August 2020, 1:38 pm
    Comment
    I was introduced to VSMA as I started to look at building my wealth in readiness for retirement. Their service is very professional. I always feel well informed and I have been impressed with the results. Property number two is currently underway.
    • Company's official reply 20 August 2020, 12:25 pm
      Warwick, thanks for taking the time to share your experience with us. It gives us great pleasure to know you were pleased with our advice and service, that you came back for round 2. We look forward to a long-lasting relationship with you! Stay safe and warm!
  • Simone Smith 12 August 2020, 2:26 pm
    Comment
    VSMA Have been nothing but transperant and professional when guiding us through our options in teaching us how to make our money work for us. The follow up and shared Knowledge has set us on a path to living debt free and asset rich.
    • Company's official reply 13 August 2020, 10:01 am
      Hi Simone, it has been an absolute pleasure teaching you and we will be here to guide you every step of the way in whichever path you wish to take. Cheers!
  • Sharon Mitchell 8 August 2020, 10:46 am
    Comment
    Great team of professionals who are very helpful. Felt supported every step of the way.
    • Company's official reply 13 August 2020, 9:58 am
      Hi Sharon, thank you for taking the time to share your experience with us. We will continue to support you every step of the way for years to come!
  • Grant Heath 8 August 2020, 9:51 am
    Comment
    Since joining Vision, Sam and his team have been nothing but professional, helpful and advise has been spot on
    Best thing I have ever done re financially for my future
    • Company's official reply 13 August 2020, 9:57 am
      Hi Grant, cheers for the review! It is great to hear of your experience with our Team. We will be sure to pass the message on, and we look forward to continuing to work with each other on the next project.
  • Robyn Schleibs 5 August 2020, 1:31 pm
    Comment
    We shopped around for a few years and had heard all the speels. But thankfully VSMA were our last stop. With their great team and their great advice we are very happy. Thanks guys/girls.
    • Company's official reply 13 August 2020, 9:55 am
      Hi Robyn, you are an absolute gem! We are glad we were your last stop, thank you for entrusting us to help you move forward. Cheers to many more successful years to come.
  • Che Boocock 30 July 2020, 3:33 pm
    Comment
    We've been dealing with the friendly team at VSMA for more than 12 months and have found them helpful with everything from securing better mortgage rates to demystifying entry into property investment and they keep us informed every step of the way. Highly recommended.
    • Company's official reply 13 August 2020, 9:54 am
      Hi Che, thank you for taking the time to leave a heartfelt and wonderful review. It is with great pleasure that we assist both yourself and Kerryn achieve greater financial heights!
  • Chris Roulston 30 July 2020, 6:55 am
    Comment
    Just got together with the team at VSMA to review my home loans via zoom. They are very well organised in their approach, which made this a very quick and simple process. Best news is, they were able to find me a better deal.
    • Company's official reply 13 August 2020, 9:53 am
      Hi Chris, we are glad we were able to find you a better deal. The Team will always be here to touch base with you on any updates or changes that can be made to better your position. Take care.
  • Luke Hawkins 29 July 2020, 10:32 am
    Comment
    Without doubt the greatest finicial decision we have ever made in our lives. The guys at VSMA a truly dedicated to get the best bang for your buck! Have recommended them to everyone in my family and will continue to spread the word!
    • Company's official reply 13 August 2020, 9:52 am
      Hi Luke, you're a champ! Cheers for an incredible review and recommendations. We look forward to building on this relationship for years to come.
  • Sailing Spoiler 29 July 2020, 10:05 am
    Comment
    My entire experience with VSMA has been simple yet professional. As a first time user of this service they have made the experience comfortable.
    Thank you.
    • Company's official reply 13 August 2020, 9:51 am
      Hi David, we are glad to have been able to assist you, the Team will be excited to hear your feedback!. We hope you soon get to enjoy sailing the world again when COVID decides to leave this planet.
  • Jason Kiernan 27 July 2020, 1:01 pm
    Comment
    Great people to deal with. The information given was clear and we couldn’t have set this up ourselves. They really gave us the option to self manage our super fund which will set us up for our retirement. Definitely recommend.
    • Company's official reply 13 August 2020, 9:48 am
      Hi Jase, thank you very much for the recommendation. We are glad you gave us the opportunity to help set you on track for a great retirement plan. Cheers!
  • Carly Kiernan 27 July 2020, 11:45 am
    Comment
    The team at VSMA are very friendly and all staff are very knowledgeable in their specialised fields. They helped us set up our SMSF as well as refinancing our loans to ensure we had the best deal. The follow up service is fantastic ensuring everything is still working for us. They have got us on track to have an early retirement! Would highly recommend.
    • Company's official reply 13 August 2020, 9:46 am
      Hi Carly, we are glad we were able to assist you in the right direction. Cheers to many more fruitful years to come for you and your family.
  • Michelle Mahoney 26 July 2020, 4:42 am
    Comment
    Fantastic financial advice and support in setting ourselves up for our future. Great team of people with expert knowledge in all areas. Quick response time for any queries and always helpful.
    • Company's official reply 13 August 2020, 9:46 am
      Hi Michelle, great feedback! We will definitely pass the message onto the Team, they will be absolutely thrilled to hear your thoughts on the experience you have had with us.
  • Ashley Mahoney 26 July 2020, 4:36 am
    Comment
    I am so thankful for all The help your team has given us with purchasing our investment property and setting up our super to help us later in life you have been awesome
    • Company's official reply 13 August 2020, 9:44 am
      Hi Ashley, thank you for your review. Looking forward to continue kicking goals together!
  • Paul Reed 21 July 2020, 6:34 am
    Comment
    Great help through the learning curve. plenty of back up when needed. excellent personable company and people. especially in the most recent down turn i was help through. Unable to get a loan due to lack of employment vision helped us out of contract. What a re-leaf. very reasonable company and people.
    • Company's official reply 22 July 2020, 1:09 pm
      Hi Paul, thank you very much for your kind words. You are an incredible client with a heart of gold, we will be here to ensure you are protected at all times. We look forward to a more prosperous future together. Take care during this time.
  • David Al 21 July 2020, 2:11 am
    Comment
    Went through 2 other companies prior to accepting VSMA's advice. They give calculated and well reasoned solutions. Very goal orientated, really get to know you and understand your goals before they begin working on your file. It felt very personalized, and the outcome was exceptional. Highly recommended for anyone who doesn't have time to work on their financial goals.
    • Company's official reply 22 July 2020, 1:10 pm
      Hi David, thank you for leaving a review. We appreciate your positive feedback and we hope to continue this incredible journey with you for years to come. Cheers for the recommendation!
  • David Porter 15 July 2020, 11:32 am
    Comment
    Great service, great people and ongoing support and there when I needed them.
    • Company's official reply 22 July 2020, 1:11 pm
      Hi David, thank you for the positive feedback. We will be sure to pass it onto our staff, and we will continue to be here for you whenever you need us.
  • Shantelle Porter 15 July 2020, 11:32 am
    Comment
    VSMA continue to be of assistance with all our needs. They were very helpful with all our questions. They are very thorough in what the do.
    • Company's official reply 22 July 2020, 1:12 pm
      Hi Shantelle, you are too kind. Thank you for sharing your experience with us, it means alot!
  • Ida Crawley 7 July 2020, 1:18 pm
    Comment
    Could not be more happy with our overall experience with VSMA
    They took their time in helping us understand the process of investing in property
    Staff were friendly and made us feel like we were part of their team at all stages of the process.
    Thank you to all the team at VSMA
    • Company's official reply 10 July 2020, 3:49 am
      Hi Ida, thankyou for leaving a wonderful review. We will be sure to pass on your incredible feedback to the team -- they will absolutely love it! Thank you for joining the VSMA family.
  • Dodge Crawley 7 July 2020, 4:37 am
    Comment
    The VSMA team are great!! Friendly and Professional and easy to work with, I highly recommend taking the time to chat with them about your financial requirements. Thanks to VSMA and their friendly helpful staff we now have our own SMSF, the best decision we have ever made.
    • Company's official reply 10 July 2020, 3:00 am
      Hi Dodge, thank you for taking the time to leave a review. We appreciate your kind words and we are glad your SMSF is working brilliantly. Looking forward to the next project with you!
  • Chris Mcilvain 3 July 2020, 11:46 am
    Comment
    Helped us take the plunge into the investment market. A great group of people and have always been quick to help with any inquiries and are consistently following up on our progress.
    • Company's official reply 9 July 2020, 6:41 am
      Chris, cheers for the review! We are happy to hear of your positive experience with our team, you have been an incredible client to work with.
  • Melissa McIlvain 2 July 2020, 4:01 am
    Comment
    VSMA are a great company, always professional and friendly and really care about their clients. They have helped us so much with our financial and investment needs. Highly recommend for anyone looking for investment assistance.
    • Company's official reply 9 July 2020, 6:35 am
      Hi Melissa, we thank you for your kind words. We are glad to have had the opportunity to assist you with your financial and investment goals. We look forward to growing this relationship with you.
  • Heather Jarrett 1 July 2020, 9:10 am
    Comment
    VSMA guided us through starting our own SMSF and we couldn’t be happier.
    Looking forward to working with the team again on our next investment adventure.
    • Company's official reply 9 July 2020, 6:34 am
      Hi Heather, we are so happy to hear of your great experience with us. Thank you for taking the time to leave us an incredible review. We are grateful to have you as wonderful clients, cheers to the next venture.
  • Ryan 27 May 2020, 7:20 am
    Comment
    Brilliant service. VSMA provided us with comprehensive options that allowed us to reduce our taxes and structured our finances with the aim of reducing our loan term by almost half. We always knew, from friends and relatives, that there were ways to get ahead, but it is different when you have a group of finance experts steer you in the right direction, LISTEN to your needs, and actually EDUCATE you about each step. That's what makes these guys different! It has been an incredible journey, and w – show
    • Company's official reply 5 June 2020, 9:37 am
      Hi Ryan, your review means a lot to our Team! Thank you for sharing your experience, and for giving us the opportunity to help you get ahead! We hope you have a relaxing long weekend!
  • Slava 23 May 2020, 1:36 pm
    Comment
    We would like to say THANK YOU to Sam and the whole VSMA team. It was new experience and endeavour with lot of unknowns for us. Over these years, we were taken complete care and provided by comprehensive (and patient) clarifications and guidance for every step. Feeling like a part of the VSMA family. Quite happy with the outcome. All guys we have dealt with are highly professional and friendly. Thinking about next project :)
    Cheers,
    Slava & Sveta
    • Company's official reply 27 May 2020, 6:49 am
      Hi Slava, we really appreciate the time you have taken to provide an incredibly moving review! You have become part of our VSMA family, it has been an absolute honour serving both yourself and Sveta! Thank you for believing in our services and entrusting our guidance. We look forward in helping you every step of the way with the next project and beyond!
  • Lyn Neels 18 May 2020, 7:54 am
    Comment
    The guys at VSMA were great at getting us set up for a better situation for our retirement. They also worked hard at getting a better rate for our mortgage. The whole procedure for refinancing can be tedious but well worth the effort. I recommend them for anyone who is needs to make a change to their financial situation but isn't quite sure how to go about it.
    • Company's official reply 20 May 2020, 4:06 am
      Hi Lyn, thank you so much for taking the time to leave us this wonderful review. We look forward to continuously helping you achieve your goals for years to come!
  • Darren Ferguson 30 April 2020, 7:21 am
    Comment
    My husband and I had always pondered about investment — and in particular property investment, but we had always procrastinated at taking that first step. That is until we met the Team at VSMA. From the get go, they were welcoming, and proved to us after answering our million questions, that they truly are experts, and really know what they are talking about when it comes to securing a prosperous financial future. We were never made to feel awkward asking any question, and they always explained – show
    • Company's official reply 20 May 2020, 4:10 am
      We are so grateful for your kind words and are proud to have you as part of our VSMA family! We will always be here to support you every step of the way! Thank you for sharing your experience with us and the community!
  • Simone Varcoe 17 April 2020, 3:57 am
    Comment
    I never thought I would be able to invest! The team at VSMA have made our investing dreams come true and the process has been seamless and easy to follow. Thanks to Sam and all the team.
    • Company's official reply 20 May 2020, 4:14 am
      Hi Simone, we appreciate your review. You have been an amazing client! We are proud that you entrusted us to help you take that first step and we are glad to have contributed to your success!
  • Kirrily Tyson 6 April 2020, 8:37 am
    Comment
    The team at VSMA are great. From our first appointment to the moment our first investment property was built they have been fantastic. We thought that investing was something that seemed out of reach and daunting but they have made to process so smooth and are always there to answer any question or concern. Three years on and they are still making sure everything is running well and always keen to get us the best possible outcome. I can't recommend them highly enough
    • Company's official reply 20 May 2020, 4:19 am
      Kirrily, you are too kind! Thank you for leaving a raw and honest review, many clients begin the process feeling exactly the same way, and we hope that your review sheds some light on how easy the process can be if you seek a little guidance. We are glad that we were able to help you overcome those hurdles and set you on the path to achieving the goals you've always wanted to achieve!
  • Hala Merola 10 December 2019, 6:04 am
    Comment
    Jen made finances so understandable. She took the time to explain in detail what we could do to improve our financial situation and we are so excited to start! Highly recommend!
    • Company's official reply 20 May 2020, 4:19 am
      Hi Hala, thank you for your review! We look forward to helping you achieve your goals.
  • Karl Chalhoub 6 December 2019, 5:46 am
    Comment
    Amazing to deal with!
  • Jason Feldman 2 December 2019, 9:53 am
    Comment
    Jen provided a service beyond my expectations. I have had many groups come to my house and flesh out my finances, but none have done it better than Jen. She took the time to explain all the steps necessary to help me understand what my next steps are to better my financial position. Very polite, takes her time and extremely knowledgeable. Although I am unable to have my file worked on for personal reasons, when my file is ready these guys will be the first to get a call. I highly recommend you – show
    • Company's official reply 20 May 2020, 4:20 am
      Hi Jason, your experience means a lot! We will definitely pass on your kind words to our team. We hope that we can assist you in the future.
  • Dry Wall Paints 2 December 2019, 9:09 am
    Comment
    I continue to find VSMA so helpful and their services have saved me and my wife a lot of money.

    Their advice and services helped us shape our investment decisions. They helped us secure the most competitive loan we could find. And they have continued to provide ongoing advice and support — managing our accounts and mortgage repayments, and have taken a proactive approach to driving our loan provider to continue to give us the best rates as the market has changed.

    On top of all this, the team
    – show
    • Company's official reply 20 May 2020, 4:21 am
      Thank you for your amazing review! We are glad to have been part of your financial journey!
  • Peter's Eatery 2 December 2019, 8:43 am
    Comment
    Fantastic advice and friendly service. Very holistic view on finance, which is a rarity. Provided well reasoned strategies and financial structures.
  • Darren A 6 November 2019, 1:47 am
    Comment
    Professional financial/wealth services group. They offer sound financial advice and take care in their product selection. Have a great follow up team that keep you on track throughout your investment journey.
    • Company's official reply 7 November 2019, 9:16 am
      Hi Darren, thankyou for taking the time to leave a review. We appreciate your positive feedback and we look forward to continue working with you to achieve your goals.

      Regards,

      Team VSMA
  • Marie & David 6 November 2019, 1:39 am
    Comment
    We were referred to VSMA by a work colleague almost 2 years ago, and initially met with Jen in our home who explained who VSMA are, what their services entail and how they could help us. We were invited to their offices for a customized plan on how to utilize our taxes and reinvest it in our preference of investment, which was property at the time. They showed us a few investment strategies, we selected one and since then we have had a tremendous return on our investment. Within 3 months, they a – show
    • Company's official reply 7 November 2019, 9:16 am
      Hi Marie & David, thankyou for leaving such a glowing review. We are grateful for your recommendation, and we are proud to be assisting you with your journey.

      Regards,

      Team VSMA
  • Kelly Brian 6 November 2019, 12:50 am
    Comment
    Life changing company with staff all being very accommodating to each individuals needs being tailored. Sam, Jen and the rest of the VSMA team members all beautiful to deal with. They helped me and my family restructure my finances and helped us achieve financial goals that we would never have imagined pursuing on our own. Would recommend.
    • Company's official reply 7 November 2019, 9:16 am
      Thankyou Kelly for a wonderful review. We are glad you reached out to us and sought our help. We look forward to continuously achieving greater goals with you.

      Regards,

      Team VSMA
  • Carla Khalil 26 October 2019, 12:00 pm
    Comment
    VSMA highly recommended. Friendly and professional. They have a wealth of knowleadge and are helpful.
    • Company's official reply 7 November 2019, 9:16 am
      Hi Carla, we appreciate your kind words. Thankyou for leaving a great review.

      Regards,

      Team VSMA
  • John Blease 25 October 2019, 5:45 am
    Comment
    Informative holistic company. Provide a range of services from mortgage brokering, financial planning and investment advice. All services brilliant.
    • Company's official reply 7 November 2019, 9:15 am
      Hi John, thankyou for taking the time to leave a review. We are glad you connected with us.

      Regards,

      Team VSMA
  • David B 25 October 2019, 5:34 am
    Comment
    Outstanding results and great customer care. I always wondered how people use tax to build wealth and pay down debt, VSMA showed me the way with simple yet effective strategies. I highly recommend.
    • Company's official reply 7 November 2019, 9:15 am
      We greatly appreciate your review David. Thankyou for your recommendation.

      Regards,

      Team VSMA
  • Mrs. Sue 25 October 2019, 5:24 am
    Comment
    The VSMA team are very extremely friendly, knowledgeable and genuine. They have quite an extensive experience in finance and wealth and since joining this organisation years go my wealth has grown tremendously -- but safely and securely. Each member always treated us with the utmost respect and had a lot of patience and consideration for our personal circumstances. They never rushed us, they allowed us to make a decision at our own pace with the knowledge they provided.
    • Company's official reply 7 November 2019, 9:15 am
      Hi Janice, thankyou for your review and kind words. We are very proud of your progress and we look forward to continuously helping you achieve your goals

      Regards,

      Team VSMA
  • Lisa Elliott 1 October 2019, 1:19 am
    Comment
    The experience we've had with VSMA has been great; they have provided practical and realistic advise on achievable investment solutions to suit our family now and in the future. We've been guided through every step of the way over the last 2+ years in an area where we ourselves don't have the experience. I've been able to express my stress-points and concerns, and been reassured that the process has been well planned for every eventuality.
    • Company's official reply 7 November 2019, 9:14 am
      Hi Lisa, we greatly appreciate your glowing review and your support over the last few years. We are grateful that you entrusted us to provide you with the care and support needed to achieve your financial goals.

      Regards,

      Team VSMA
Average rating - 5 based on 96 reviews and 97 ratings