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VSMA Group Pty Ltd logo
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VSMA Group Pty Ltd

8/10 Queens Road, Melbourne VIC 3004, Australia

(22)

Get a free quote from this professional

Get a free quote from this professional

About

We are a market-leading personal finance agency working Australia-wide to provide you with transparent financial advice, tailor-fit to your needs. We work closely with our network of affiliates to provide our clients services ranging from tax minimization, mortgage broker, debt reduction, investment strategy, retirement planning, and more.

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Reviews (22)

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5/5

22 customer reviews

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6 August 2021

VSMA has been invaluable in helping me plan my future financial security. The staff are fabulous and the on going support second to none. I just wish I had found them years ago! More...

Reviewed on Facebook

30 July 2021

Amazing experience with VSMA. From start to finish, the team at VSMA were professional, timely and adapted to our needs. Their communication was outstanding and the advice provided was excellent. Thank you VSMA for setting us up for financial success! More...

Reviewed on Facebook

22 January 2021

Great communication. Regular check up even 3 years later

Reviewed on Facebook

13 November 2020

VSMA, made it so easy to buy our investment property, infact so easy, we recommended them to our friends eho wanted to buy one, we highly recommend them, they make for a very smooth transaction. Thank you VSMA

Reviewed on Facebook

12 November 2020

VSMA service is fantastic, they always check up on you and see how things are going and do a review for you. Also, the team are very friendly, knowledgeable and helpful.

Reviewed on Facebook

12 November 2020

The team at VSMA were very professional and detailed when providing you with information.

Reviewed on Facebook

25 October 2020

Our journey with Vision was great they took us through start to finish step by step. Nothing was to much trouble, all our questions got answered. All the team at Vision did a great job for us. More...

Reviewed on Facebook

25 October 2020

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.

Reviewed on Facebook

23 October 2020

Without Vision we wouldn’t be investing to setup our future and reach our goals. They have guided us from start to finish with a very professional team making it a streamlined process.

Reviewed on Facebook

21 October 2020

This has been such a positive learning experience for us, but made so much easier with VSMA taking us through each step. Everyone is so helpful and there was never any pressure put on us . Thanks guys for helping us with our first investment , we would never have done it otherwise. More...

Reviewed on Facebook

15 October 2020

If you're thinking about setting yourself up for the future, these guys are a great place to start! They helped us secure our first investment property and we were very happy with the outcome! Their suite of services cover everything you can think of and they are there with you every step of the way :) More...

Reviewed on Facebook

13 October 2020

Fantastic team. The team from Vision are there from the start to the end of the process, and beyond. They’re always there to answer any questions and help guide people through the process. They helped me with my first investment and hopefully it will be one of several. I would definitely go through Vision again. More...

Reviewed on Facebook

9 October 2020

We were unsure at first, however thanks to the fantastic knowledge and expertise of Vision and their team over the past year and a half we have successfully purchased an investment property and with Visions help are now looking into our second. If only we knew what we did now, we would have done this years ago. Highly recommend the wonderful team at Vision. Thank you for setting us up for a better future. More...

Reviewed on Facebook

9 October 2020

Thanks to Vision we have successfully set up our first investment property and are currently in the midst of setting up our second. There is no way we could have done this without the support of Vision and their incredible team. The amazing lunches were an added bonus!! More...

Reviewed on Facebook

6 October 2020

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.

Reviewed on Facebook

3 October 2020

With the help of the amazing, friendly and responsive VSMA team (and their network of experts), we now understand the importance of minimising our tax, making the right property investment decisions, have set up an SMSF and started budgeting. I'll happily recommend VSMA and tell anybody I know, what we have achieved with them in our corner the past 15 months. I encourage you to meet with them so they can assess your situation and tailor a strategy for you - it was really eye opening to see it all mapped out. No matter what I guarantee you will come away from your first meeting with a better understanding and more knowledge of where you need to be to reach your financial goals (in our case retire early! #financialfreedom). Thank you VSMA team. More...

Reviewed on Facebook

1 October 2020

We have had a great experience working with the team at VSMA. The team is very knowledgable and fantastic to communciate with. I always felt supported in every step of the process. Keep the great work up team! More...

Reviewed on Facebook

24 September 2020

Great service all round. VSMA helped us to purchase our first investment property and made it a seamless process. Would definitely recommend their services.

Reviewed on Facebook

24 September 2020

We have had a fantastic experience with Vision over the past couple of years. We were hesitant at first, but they have helped us develop a much better understanding of our finances. Great communication and wonderful customer service. Thanks guys! More...

Reviewed on Facebook

23 September 2020

Great staff always accommodating and helpful

Reviewed on Facebook

22 September 2020

VSMA provided us with a high quality, professional service. We had talked for years about buying an investment property but had yet to take the steps to make it happen. The VMSA team provided a clear and transparent plan of how we could make this happen. More...

Reviewed on Facebook

22 September 2020

VSMA were extremely knowledgeable and helpful through out the process. They provided us with the information and reassurance we required.

Reviewed on Facebook

Services

Many mortgagees and investors simply do not have the time to keep up to date with ever-changing loan markets. Interest rates and lending criteria are constantly changing across banks and other financial institutions. From refinancing to debt and mortgage reduction, VSMA has you covered on all fronts.

Tax and peace of mind aren’t often two things that go hand in hand. But it doesn’t need to be this way. Our network of tax experts go the extra mile to ensure your tax is minimised, your budget is clear and your financial goals are set up for success.

Understanding your benefits can be quite daunting, particularly at tax time. Our aim is to keep it simple by connecting you with an independent tax expert that can relieve you of your stress and guide you down the right path.

The biggest expense of most investments is the interest you pay back. Naturally, it’s of critical importance that you secure a rate that works for you, not against you. Whether you’re a seasoned or first-time investor, our team of recommended experts helps you better understand your options and land you a loan that reaps great returns.

50% of Australians live paycheck to paycheck. Mortgages, rent, groceries, petrol, car payment, medical bills, credit cards, utilities, school fees -- these are only a handful of liabilities you need to stay on top of in order to make ends meet. Factor in sudden life changes and economic downturns beyond our control, it’s no surprise that financial stress gets the better of most of us.

People tend to overcomplicate their investment strategies and burn themselves out with decision fatigue. Whether you’re a seasoned investor or looking to get into property investment, VSMA gives you the tools and strategies you need to succeed.

We often talk about there never being no ‘one size fits all’ approach. This is especially true for financial planning, which requires a strategy that takes the full picture into account. We’ll work together to help you achieve your financial goals.

Knowing the answers to these questions can help you implement the correct retirement strategies so you can enjoy a secure financial future. With increasing life expectancy and superannuation returns not always meeting expectations in recent years, having the right retirement strategy in place is crucial for getting the lifestyle you want.