Vista Financial Group

I'm writing to share my experience with Vista Financial Group.Recently, Sonia Dallimore has done all the leg work to successfully transition me to Government and self funded pension. Her knowledge and expertise guided us through the maze of red tape and bureaucracy.Sonia was professional and courteous at all times, and a pleasure to work with.

Vista Financial Group have provided financial strategies that assisted in diversifying my finances beyond just holding investment properties. I have found Tyson to be trustworthy, is always willing to listen and work through my financial situation and challenges.

My brothers and I recently appointed Sonia Dallimore from Vista financial services to assist us in the financial planning of Mum’s finances, two years after Mum had moved into aged care and just after she sold her primary residence.Sonia was amazing with her depth of knowledge of the aged care system, as well as the financial and tax benefits of various investments, which enabled us to create an ideal portfolio for Mum. She was instrumental in owning the process of updating Centrelink including the lengthy process of advising them of Mum’s change of financial circumstances. I would highly recommend Sonia Dallimore to anyone who is looking for financial advice in regards to their parents estate from a friendly and experienced advisor.Regards Monique Duggan

Sonia Dallimore has given us excellent advice and support in dealing with the complex intricacies of aged care with both my in-laws.She continues to offer excellent advice to my wife and I in our retirement;a knowledgeable,pleasant lady.Highly recommended.

Patrick provided a very thorough analysis on current market conditions and assisted in tailoring an investment strategy that suited my own personal goals. Highly recommend his services

I highly recommend engaging with Patrick as your financial advisor. He has seamlessly helped me with my investment strategy and mortgages, offering tailored advice and ensuring I understood everything along the way. He explains everything clearly, and genuinely cares about your financial goals. I highly recommend his expertise!

This was my first time using a financial planner and found Patrick to be super helpful. Gave me superannuation advice in clear and easy to understand language. Highly recommend and hope to be back again for a visit soon!

Had a fantastic experience dealing with Vista Financial Group. Patrick was extremely professional and really helpful in setting up an investment portfolio for me. Couldn’t recommend him more!

Tyson and his team have been looking after our affairs for many years. I have always found the experience to be extremely professional. The Vista team are really knowledgeable and are fantastic to deal with. I know that I can be confident in the advice they are providing.

Sonia bit into our aged care problem/assignment with gusto. She knew what she was talking about and she was prompt. It leaves one thinking as to how complex the aged care system is and how could you tackle it without Sonia's professional advice.