We are a fully integrated financial services team. Whatever you are looking for we are able to connect you with the right specialist to assist you!
Our services cover:
- tax planning
- investment advice
- investment property sourcing and analysis
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172 customer reviews
Courtney Perkins
We engaged VSMA to work this us to help us navigate the best way forward for our financial needs for the future. Sam and his team made sure they understood our needs first, then worked with us to find the right investment without putting any pressure to make a decision right away. VSMA provided the “one-stop shop” for those of us who needed help not only managing finances, but setting up our SMSF and making our first property investment a seamless transaction. We are very happy with the services that VSMA and their team continue to provide and the customer service and ongoing follow up reassures us that we have made a sound financial choice. More...
Reviewed on Google Maps
Rebecca H
Thanks to VSMA We approached VSMA with zero experience in property investment, unsure if we even qualified, let alone where to begin. Right from the first meeting, everything was clearly explained, and our worries quickly disappeared. Their team had the entire process mapped out to the dollar. Eight months later, our first build is complete, the second is underway, and their early projections were spot on. There were minor bumps along the way, but VSMA handled every issue with ease. Special thanks to Rebecca for staying across everything, and to Sam, Dylan, and the whole team for their guidance. True professionals, we’re so glad we chose them. More...
Reviewed on Google Maps
Brendan Hurly
We engaged VSMA to explore property investment, unsure if we were even eligible or where to start. The process was completely new to us, and we had plenty of reservations—costs, mortgages, tenants—you name it. During the very first meeting, everything was explained clearly and professionally, which quickly put our minds at ease. We decided to move forward, and from that point on, VSMA and their team of brokers and planners had everything mapped out to the dollar. Now that we’ve completed our first build, we’re genuinely amazed at how accurate their predictions were and how smoothly the entire process ran. It’s been eight months since that first meeting, and not only is our first investment property complete, but the second is already underway. There were, of course, some minor hiccups with paperwork, builders, and councils, but VSMA handled them all without issue. A special thanks to Rebecca, she is across everything and nothing is ever a problem. Huge appreciation to Sam, Rebecca, Dylan, and the VSMA team. They’re true experts in their field, and we couldn’t be more grateful for their support. More...
Reviewed on Google Maps
Amy van Braam
We have been so thrilled with our VSMA journey. Honestly was a tad cautious at the start thinking I might have been on to something too good to be true and started wondering when I was signing over my life savings. However from the first offical meeting I had those anxieties put to rest. Ever member of staff we dealt with was so incredibly knowledgeable, professional and patient. We were guided every step of the way and everything felt so simple. We are looking forward to going through it all again for future plans to grow our family's financial stability. Thank you all so much for your nurturing approach. More...
Reviewed on Google Maps
Corey Chrystal
We’ve been working with VSMA for the past 18 months and honestly couldn’t be happier. They helped us every step of the way in getting into our first investment property — from providing advice on the property itself, to organising conveyancers, finance brokers, dealing with the builder, and handling all the paperwork. Their communication was next-level — super quick to respond, always kept us in the loop, and made the whole process feel smooth and stress-free. The best part? The property isn’t even in the same state as us, but they made it feel like it was just around the corner. If you’re looking for a team that knows what they’re doing and makes things easy, VSMA is definitely worth checking out. More...
Reviewed on Google Maps
Ashwanth Nicklesh
I cannot speak highly enough of my experience working with VSMA. In a world often driven purely by transactions, Sam and his incredible team are a breath of fresh air – genuinely value-driven and truly focused on their clients' well-being. From the very beginning, the trust they built with us was paramount. Our Relationship Manager, Lara, and our Loan Partner, Alex, took the time to deeply understand our personal situation. They didn't just provide information; they carefully shared insightful knowledge about the property market, cutting through the noise and ambiguity to empower us to choose the absolute best investment for our needs. Their expertise truly shone through with our land and build package in QLD. Their projections around rentals have not only been accurate but have actually exceeded our expectations, which is incredibly impressive. Communication with VSMA has been nothing short of wonderful. It's clear that for them, helping clients achieve their goals is the primary driver, with commercial success being a natural byproduct. This genuine, well-wishing approach is rare and deeply appreciated. I'm so grateful to have met Sam and his team. Partnering with VSMA feels less like a business relationship and more like an extension of family. I am genuinely looking forward to working with them on an ongoing basis and highly recommend them to anyone seeking a trustworthy and value-driven property partner. More...
Reviewed on Google Maps
Jessica Taylor
My husband and I are new to the investment market and really had no idea on what to do and where to start, VSMA held our hands through the entire process and were available practically 24/7 for any advice or guidance we needed through the process. From setting us up with an amazing broker to giving us sound advice on a location to invest, they never missed a beat and everything has worked out for us. More...
Reviewed on Google Maps
Michael Taylor
Couldn’t be happier with my experience with VSMA! Our first experience was with Jen and she’s amazing, explaining the process to us in simple terms and was friendly and relatable. We only wanted to deal with her but unfortunately that’s not how it works ! We moved in to Sam who’s knowledgeable and patient, something we needed to get us over the line. The recommended area to invest was spot on with the property increasing in value 100k+ in two years. YAY! Lara looked after us through build and settlement and she was kind, informative and such a lovely person to speak too. Overall my experience was 10/10, nothing was ever too hard for the at VSMA. More...
Reviewed on Google Maps
Amanda Stafford
Extremely happy with the services VSMA provided. They provided information and answered all queries throughout the process. Lara was wonderful to deal with. I will definitely be going with VSMA for my next investment property and financial advice. More...
Reviewed on Google Maps
Dominic Matiasik
We had an exceptional experience working with Sam and the team at VSMA. From day one, it was clear that they had our best interests at heart. Sam, in particular, went above and beyond to support us — not just in a professional capacity, but with genuine care and commitment that’s rare to find. Throughout the entire process, we felt completely confident that VSMA was working tirelessly to achieve the best outcome for us. Their integrity, transparency, and dedication were second to none. We’re truly grateful for everything Sam and his team did for us, and we wouldn’t hesitate to recommend VSMA to anyone looking for a team who genuinely puts their clients first. More...
Reviewed on Google Maps
Belinda Jane Bryant
VSMA have been amazing in our dealings with them. Whenever we needed information or explanations they were always happy to assist. I would recommend them to everyone and we will continue to use them in our future endeavours. Thank you. More...
Reviewed on Google Maps
Daniel Brauer
I've had a great experience working with VMSA. Their team is knowledgeable, responsive, and takes the time to understand your financial goals. Whether you're new to investing or looking to diversify your portfolio, they offer solid advice and clear strategies. I appreciate their regular updates, and commitment to long-term growth. Highly recommended for anyone seeking a reliable investment partner. More...
Reviewed on Google Maps
Sharmain Brauer
Working with VSMA has been one of the best financial decisions I've made. When I first reached out, I wasn’t entirely sure what to expect, but from the very first consultation, they took the time to really understand my financial goals and risk tolerance. What stood out to me was how approachable and transparent the team is. They walked me through every step of the investment process, answered all my questions (no matter how small), and made sure I was comfortable with the strategy we put in place. I never felt like just another client—they truly made me feel valued and supported. I’d happily recommend them to anyone looking for thoughtful, reliable investment support. More...
Reviewed on Google Maps
Renee Theodorou
We had an amazing experience with VSMA! From our initial meeting with Jennifer—who set the tone for the high-quality service, everything exceeded our expectations. Sam and the entire team were professional, friendly, and incredibly supportive throughout every step of the journey. As this was a completely new experience for us, their expert guidance made the process seamless and helped us feel at ease from start to finish. We truly appreciated their dedication and personal approach. We would highly recommend their services and are already looking forward to working with them again in the future! More...
Reviewed on Google Maps
Simon kefalas
Highly recommend VSMA group. Thank you Sam and Team for your exceptional service. Made the entire process to enter the investment market seamless. Special mention to Lara who provided us with amazing support from start to finish. More...
Reviewed on Google Maps
Damian Phelps
We recently worked with VSMA and UFinancial to organise, finance, and purchase an investment property, and we could not be happier with the experience! Being extremely time-poor, we knew we needed a team we could trust — and they absolutely delivered. From start to finish, they were incredibly generous with their time, support, and expertise. Every step of the way, they were kind, friendly, and genuinely committed to helping us achieve our goals. Their guidance made a complex process feel simple and manageable. We truly could not have done it without them, and we’re so grateful for everything they’ve done. Highly recommend them to anyone looking for a supportive and professional team to help with property investment! More...
Reviewed on Google Maps
Laila Ambour
We love the team at VSMA, they have been so supportive through the whole process and always take time to answer all our questions. It is a complicated process to do on your own, so I'm so glad we have VSMA in our corner to guide us through everything. We now now up to our 2nd property investment! More...
Reviewed on Google Maps
Leon Purton
We were struggling to find the right path forward to manage our finances. We wanted to set ourselves up for the future and minimise our growing tax bill. A few video calls with the VSMA team identified a method to achieve both outcomes. We are now following their playbook to prepare for early retirement. We felt supported through the whole process and have a great relationship with Sam and the team. More...
Reviewed on Google Maps
Zander Xavierthegoat
Perfect service definitely suggest people who are looking to learn more.
Reviewed on Google Maps
Kane Jackson
The VSMA team are highly professional, personable and confident in the service they offer. They did an excellent job of helping me find the financial plan I wished to undertake, then helped me in the execution of that plan. I can’t recommend highly enough
Reviewed on Google Maps
Donna Everett
Sam and the team have been by our sides for the whole process. The are always friendly and professional and willing to answer even the most obvious of questions. We are very happy with our new build and are on the way to completing our 2nd. Highly recommended! More...
Reviewed on Google Maps
M Butler
VSMA have been working with me to plan for my financial future over the last 3 or so years. I have gone from someone who thought they wouldn't be able to retire until I was 80 to someone who can now retire in about 6 years time and I won't even be 70. I wouldn't be in this position if it wasn't for Sam Chara and the team and partners of VSMA. I can't speak highly enough of them, they are knowledgeable, have integrity and will be honest and set you up for success. More...
Reviewed on Google Maps
Harry H Hazard
If you are looking at securing your future, we highly recommend VSMA. Sam and his team are amazing. They make you feel valued and comfortable from the very start. Their exceptional knowledge and help, has taken us on a journey that has given us peace of mind for our retirement. They continue to nurture our needs and are always there for us. We can’t thank them enough. More...
Reviewed on Google Maps
rachel sheldon
I’ve had the pleasure of working with the team at VSMA for a few years now, and I can confidently say they have been a game-changer when it comes to helping me achieve my financial goals. From the very first consultation, it was clear that their team is incredibly knowledgeable and dedicated to providing personalized financial advice. More...
Reviewed on Google Maps
Nicholas Yacoub
What I appreciate most about VSMA is their holistic approach. They took the time to understand my unique situation, not just in terms of investments, but also my personal goals, lifestyle, and long-term plans. Whether it's budgeting, retirement planning, or debt management, they’ve provided clear, actionable advice that has made a significant difference in my financial trajectory. More...
Reviewed on Google Maps
Karen Brooks
We have been with VSMA for around 5 years now and are extremely impressed with their professionalism, care and attention to detail. They continually ‘check in’ with us and ensure we have the best interest rates and are happy with everything. I cannot recommend them highly enough. But most importantly, they are really nice people. More...
kim gardner
VSMA have been a lifesaver for myself and my husband Ben. A few years ago we connected with Sam and the team. They instantly made us feel so welcome and understood our financial situation. Sam is such a warm hearted human, with so much knowledge. He connected us with organisations that assisted us with our taxation, superannuation & brokers. Five years on, we now have our own home and two investment properties. We could never have done this without VSMA, Sam and his amazing team. Thank you so much 🌟 More...
Suzi Park
We were really happy with the service.
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Nelson Pollard
Great people to deal with and extremely solid financial advice.
maria rado
Great experience always got back to us on any questions or concerns we had.
David Porter
Great service, great people and ongoing support and there when I needed them.
Carla Khalil
VSMA highly recommended. Friendly and professional. They have a wealth of knowleadge and are helpful.
Wendy Ozimek
Wonderful customer service, great expertise follow up on questions and answers very prompt responses nothing was to much trouble in our journey with Vision. Thank you all.
Ashley Mahoney
I am so thankful for all The help your team has given us with purchasing our investment property and setting up our super to help us later in life you have been awesome
Grant Heath
Since joining Vision, Sam and his team have been nothing but professional, helpful and advise has been spot on
Best thing I have ever done re financially for my future
Chad Emerson
Very helpful team, and they are there from beginning to end, and always happy to assist with any questions. Would definitely use Vision in the future again.
Chris DAgata
The Team at VSMA area very Knowledgeable and helpfull helping us with our investment property.
Tim Holland
Very Efficient business and great communication. I found them very easy to deal with and would recommend to anyone wanting to invest.
Sue Harrington
We had a great experience from start to finish, they organised everything for us, everything went very smoothly, couldn't have asked for a better team to buy our investment property with, we highly recommended them.....Thank you
Monique Reed
Have only had great experiences with VSMA, highly recommend this company . 😃
Sylvia Loader
Great customer service. Nothing was too much trouble. Helped us purchase two investment properties in the last 3 years.
Jillian Groves
Caring team with clear communication even when you feel like you don’t understand finances at all. Thanks for all your work and personalised support.
Darren Ryan
VSMA what a great team , we have started a amazing journey with these great group of professionals, they have been with us every step of the way.
Highly recommended
Thanks guys
Michael Unsworth
Great bunch of people that are easy to get along with, any concerns that you may have will be followed up with great attention to detail and professionalism. They have worked out great for our investment needs. More...
Hala Merola
Jen made finances so understandable. She took the time to explain in detail what we could do to improve our financial situation and we are so excited to start! Highly recommend!
Rich Maybank
VSMA were extremely knowledgeable and helpful through out the process. They provided us with the information and reassurance we required.
Sharon Givoni
VSMA is a great and personable organisation - really fun to work with and certainly understands good customer service. Would recommend them. Sharon G
Chris Mcilvain
Helped us take the plunge into the investment market. A great group of people and have always been quick to help with any inquiries and are consistently following up on our progress.
Karen Burgoyne
Fantastic company. Everyone really helpful. They made the experience stress free and explained each step in simple easy to understand terms. Will definitely use them again.
Shantelle Porter
VSMA continue to be of assistance with all our needs. They were very helpful with all our questions. They are very thorough in what the do.
What do you love most about your job?
Helping people understand what their options are and executing a plan to exceed our clients expectations. We love seeing our clients succeed.
Having received 5th generation referrals from clients is the greatest compliment we can ever receive. If our clients entrust us with their children’s finances - it means we’ve done something right!
What inspired you to start your own business?
To help bridge the gap between rich and poor by providing the right education to our clients; giving them the knowledge and confidence to make informed decisions to better their wealth position; and to build generation wealth.
Why should our clients choose you?
We are holistic; we are patient; we are human; we are a market leader in our space; we have helped thousands of individuals and families get ahead; we educate and spend alot of time with our clients before they make decisions; we can control the entire process and or let our clients take control, whatever they feel comfortable with is what we will do; we are successful at what we do - our reviews say it all!
Can you provide your services online or remotely? If so, please add details.
We provide our services both face-to face and online or remotely.
We are happy to come out to your home, have you come into our office, provide a Zoom or teams meeting - whatever you feel comfortable with!
We are flexible!
What changes have you made to keep your customers safe from Covid-19?
We have limited the number of clients and team members that come into our office at any one time to minimize risk of exposure.
Although masks are not necessary; we request that all individuals entering our office keep a 1.5m safe distance from one another. We have situated our client offices in a way to allow for safe distancing.
We provide hand sanitization on site, if required.
Tax planning
Investment advice
Investment property sourcing and analysis
Mortgage brokering
Asset finance
Accounting
Financial planning
Insurance: Life, TPD, Income protection
Superannuation advice
Self-managed super funds
Estate planning
Risk management
Budget planning
Debt management
