Our Services

Build, protect and enjoy your money

We provide clear, coordinated advice across every part of your financial world so you can build, protect and enjoy your wealth with clarity and confidence

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Income Planning

Your income is more than a number. It’s the foundation of your financial life.

Income Planning gives you control and confidence by helping you manage what’s coming in, what’s going out and what’s being built for the future.

We’ll help you create a detailed plan for your lifestyle and living expenses. This will form the foundation of your financial strategy.

Our approach includes:

  • A clear projection of your income, expenses, and asset growth

  • Insight into how your investments shape your financial position

  • Guidance on setting aside the right amounts for future goals

  • Analysis of key structuring decisions

  • Strategies to strengthen super and boost retirement income

  • A model you can update anytime to test financial decisions

  • Annual reviews to keep your plan on track

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Investment Planning

Investment planning built around you.

A well-structured investment plan provides clarity for today’s decisions and direction for tomorrow’s goals. At Vida Wealth, we make investing simple, where every recommendation is clear, practical, and backed by insight, helping you move forward with confidence.

We tailor portfolios to your goals, timeframe, and risk tolerance. Through diversification, ongoing oversight and thoughtful structuring, your investments stay aligned with both your financial and personal ambitions.

Our approach includes:

  • Strategic use of surplus cash flow

  • Targeted investment recommendations

  • Product guidance to implement your strategy

  • Advice on the right ownership structures

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Debt Planning

Take control of your finances.

We help you manage debt with confidence, reduce financial stress, and create a clear plan that supports your long-term goals. 

Our approach includes:

  • Advice on structuring debt to pay it off faster and minimise interest

  • Clear projections, through your income plan, showing how long it will take to eliminate debt and your position at retirement

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Risk Planning

You can’t predict the future, but you can prepare for it.

Risk Planning helps safeguard your family, business, lifestyle, and financial goals from unexpected events. By understanding your risks and priorities, we create personalised strategies designed to maintain stability, no matter what comes your way.

Our approach includes:

  • Conducting a thorough needs analysis to ensure you’re protected if illness or injury affects your ability to earn or generate an income.

  • Reviewing your existing insurance and recommending adjustments where necessary.

  • Assessing whether your current policies are competitive and suitable for your situation.

  • Ensuring you have the right level of coverage. Comprehensive, but never excessive.

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Retirement Planning

You’ve worked hard. Retirement is the time to enjoy the rewards.

We simplify the complexity and bring all aspects of your finances together in one plan for the future you deserve.

Our approach includes:

  • Reviewing your superannuation to ensure you’re on track for your retirement goals

  • Calculating the lump sum needed at retirement and advising how to achieve it

  • Providing product and investment guidance for your superannuation

  • Modelling all advice in your income plan to keep you on track

  • Guidance on contributions designed to maximise tax efficiency and grow your wealth

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Estate & Succession Planning

You’ve worked hard to build your wealth. Now it’s time to protect it.

Estate and succession planning ensures that everything you’ve built is managed with care, clarity, and in line with your wishes, giving you confidence and peace of mind.

Our approach includes:

  • Creating or reviewing a personalised estate or succession plan tailored to your goals.

  • Identifying key issues to discuss with your solicitor.

  • Connecting you with a specialist if needed, ensuring your estate plan truly reflects your intentions.

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Responsible Investing

Your investments can do more than grow, they can make a positive impact.

Environmental Social Governance (ESG) investing allows you to align your portfolio with your values, generating long-term growth that benefits both you and the world.

By integrating ethical principles into your financial strategy, ESG Investing focuses on sustainability, fairness, and accountability, while still aiming to deliver competitive returns.

Our approach includes:

  • Understanding your priorities and applying our specialist knowledge and research to support your long-term investment goals.

  • Reducing or excluding investments with high ESG risks through negative screening, positive screening, or a combination of both.

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