Financial Planning for AccumulatorsKeep moving your success forward
Align your business and personal finances
Optimise the wealth you’ve built
Make decisions with confidence
A plan to turn complexity into clarity
Big goals. Smart decisions. Pursue your ambitions and create impact while keeping your finances working for you.
Beyond returns: gain clarity, take control, and feel confident that your wealth is on track.
Bring it all together
Less fragmentation between your income, super, investments and tax. You want everything aligned and working together toward your bigger life goals.
Confident decisions
You’re not interested in guesswork. You want expert guidance that helps you act decisively and with certainty.
Keep building momentum
You’re ready to grow wealth faster, seize opportunities and stay firmly in control of your progress.
Make the most of now
You’ve worked hard to build your assets. Now you want them structured to deliver growth, efficiency and more freedom.
Get clear on growing your finances
Making what you’ve built work harder
Clear, coordinated advice across every part of your wealth, so you can grow with confidence and stay in control.
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We build a detailed roadmap that shows exactly how your income supports your lifestyle today and your wealth tomorrow. From cashflow to projections, you’ll see the impact of every decision, giving you confidence, clarity and a plan you can adapt as life evolves.
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We create tailored investment strategie that are deeply aligned with your goals and values, so you can be confident that every dollar works with purpose.
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Protecting wealth is just as important as growing it. We review your estate arrangements and make sure the right structures are in place to safeguard your family and assets.
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At this stage of life, we want to be using debt as a tool for growth and not a burden. We show you how to structure your debt smartly to reduce interest, pay it down faster and free up capital for new opportunities without compromising your other goals in life.
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We help you protect everything that you’ve built so far! That means analysing your exposure across income, debt and lifestyle, then making sure your cover matches your needs without excess or gaps. Confidence comes from knowing your family and assets are protected.
Advice that grows with you
Our approach cuts through the noise, giving you a coordinated strategy that makes sense for your stage of life.
You’ve worked hard to build momentum, but fragmented advice can hold you back. With over 20 years’ experience, Fiona has helped professionals and entrepreneurs worldwide. We’ll help you align your assets, avoid costly mistakes and grow your wealth with confidence with clear strategies that adapt as your life, family and business evolve.
What it’s like to work with Vida Wealth?
Your experienceAn expert in your corner
You’re not one of hundreds. As a boutique firm, we keep partnerships personal, focused, and tailored so you always get our full attention.
Results that count
This isn’t about theory or one-size-fits-all plans. It’s about strategies that protect what you’ve built, capture opportunities and give you the greatest confidence in every decision.
Protect and Progress
Protecting what you’ve built comes first. With the right structures in place, you’ll have the freedom and confidence to keep building your wealth without worry.
Where to from here?
If you’re ready to take the next step, so are we.
Book your first discovery session
We begin with a simple conversation about what matters most to you. No stress, no heavy financial talk, just making sure it feels like the right fit.
Let us propose your plan
We’ll map out a tailored strategy that fits your stage of life. You’ll see clearly how your money can protect today and build for tomorrow.
Turning plans into progress
Once you’re happy with the plan, we put it into action. We can work with your existing partners, accountants, super funds and investment platforms or we can connect you with trusted specialists and providers, then guide and adjust so you stay on track with confidence.
Choose another path
Lay my financial foundations
Transition to Financial Freedom