Financial planning for legacy creatorsCreate a legacy with lasting impact
Shape your family’s financial future
Keep your wealth working for years
Structure your wealth tax-efficiently
Leave a legacy with confidence
We understand what it takes to preserve wealth and prepare it for the next generation.
This stage of life is about creating clarity, removing uncertainty and ensuring your wealth continues to support the people and future you care about.
Protect what matters
You want certainty that your money will last and continue to support the lifestyle you’ve worked hard for.
Keep your wealth working
Decades of effort went into creating your wealth. Now it’s about preserving it while still letting it grow sensibly.
Plan transitions carefully
You want your wishes carried out smoothly, ensuring your family is cared for without stress or confusion.
Secure your later wellbeing
You want a plan that supports future aged-care needs and personal wishes without placing a financial burden on your family.
Your legacy planning starts here
Making your wealth last across generations
Clear, coordinated advice that strengthens your family’s financial future, ensuring your wealth is protected, tax-efficient and ready for transition.
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We help you create a structured, legally sound estate plan that protects your wishes and avoids unnecessary complexity for your family. This includes reviewing your current arrangements, identifying gaps and coordinating closely with your solicitor to ensure everything aligns.
Our advice covers wills, trusts, ownership structures, nominations and tax considerations, all designed to keep your assets protected and clearly directed. Your plan is updated as life changes so your estate remains accurate, compliant and truly reflective of your intentions.
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We position your investments for long-term, sustainable growth that supports both your lifestyle today and the legacy you’re building. Your portfolio is structured around risk tolerance, tax efficiency and your goals for the next generation.
Our advice covers portfolio construction, investment selection, ownership structures and strategies designed to preserve capital and manage risk. Everything is aligned with your broader estate and retirement plans so your wealth remains stable and purpose-driven over time.
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We assess your superannuation and overall wealth to show if you’re on track to meet your retirement goals. Together, we determine the income you’ll need and the lump sum required and set out a clear strategy to achieve it.
Our advice covers contributions, investments and tax-effective approaches, all modelled into your plan so you can see the impact of every decision and stay on track with confidence.
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Advice built on experience and trust
Our approach cuts through complexity and gives you a clear, coordinated plan that protects your wealth for generations
With over 20 years’ experience, Fiona has helped families and retirees structure their wealth with intention, clarity and care. We bring together investments, estate planning, tax advice and long-term modelling to ensure your wealth supports the life you want today, while protecting your family for tomorrow.
We keep your plan personal, structured and aligned with your values, ensuring that it grows with you as your needs and family evolve.
What it’s like to work with Vida Wealth?
Your experienceClarity at every step
No confusion, no complexity. Just clear advice to help you make decisions with ease.
A personal, boutique service
You’re not one of hundreds. We keep partnerships close and meaningful so your plan always feels considered and cared for.
A partner for the long-term
We stay with you through every chapter, adapting your plan as life, family and priorities evolve.
Choose another path
Transition to Financial Freedom
Enjoy my retirement comfortably