Vida Wealth. Your Financial Partner

We’ll help you to create a clear financial strategy tailored exactly to your life goals and values.

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Choose your financial goal and discover how we can help you get there.

Lay my financial foundations

Lay my financial foundations

Maximise the wealth I've created

Maximise the wealth I've created

Transition to Financial Freedom

Transition to Financial Freedom

Enjoy my retirement comfortably

Enjoy my retirement comfortably

Create a legacy with lasting Impact

Create a legacy with lasting Impact

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Tailored strategies that protect and grow your wealth

Our Services

From first steps to lasting legacies, our services evolve to meet your needs at every stage of life.

  • Build a clear plan for your income that balances today’s lifestyle with tomorrow’s financial goals.

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  • Take control of your debt with smart, structured strategies that reduce stress and free up financial momentum.

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  • Protect your income, lifestyle and family with tailored cover that keeps your future secure through life’s changes.

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  • Create a structured investment strategy that grows your wealth while aligning with your goals and values.

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  • Plan with clarity and confidence so your retirement supports the life you’ve worked hard to build.

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  • Protect your wealth and family’s future with a plan that ensures everything you’ve built is secure and structured.

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  • Invest responsibly with strategies that grow your wealth and make a positive impact in line with your values.

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Why you’ll love working with us

We make financial planning simple, personal, and built around what matters most to you.

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We believe financial advice should never leave you stressed or unsure. We simplify the details and give you clear, practical guidance, so you always understand your plan and your next steps.

Clarity that brings confidence

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We’re boutique by design, which means you’re never just another client in our pool. Our advice is personal to your life, goals and values. Our relationships are genuine. Our commitment is long-term.

A personal experience

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With over 20 years of expertise, we help you understand every option clearly and guide only the choices you’re comfortable with.

You gain confidence knowing your plan fits your goals and values, and that your wealth is supported by strategies built to adapt as life changes.

Expert guidance, tailored to your goals

  • Fiona took the time to understand my goals and provided clear, personalised advice. She is friendly and easy to talk to, making the entire process stress-free. I highly recommend her!

    Leanne

  • Fiona is extremely knowledgeable, with the ability to not only assess your personal information and financial requirements but also to formulate a strategic plan and convey the information to you to provide you with the best possible solution for your situation.

    Leslee

  • Fiona was very professional and helpful. She listened to our concerns and organised a clear plan in play towards our retirement. We highly recommend Fiona.

    Susan

  • Fiona has given me help and advice on my retirement planning involving Super and Government obligations. Both my wife and I, after the meeting, made the decision to switch our Super from our existing financial planner to Fiona. She is always available when needed and I am very am very happy with the decision we made.

    Jerry

  • We’ve worked with advisers before, but it always felt like we were just another client. With Fiona, it’s personal. She actually knows us and that shows in the advice.

    Mike & Laura

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