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VFS Group is a results driven organisation focused on wealth management for Private Clients. Our services are designed to encompass all aspects of managing your personal wealth, no matter which stage of life you are in. Partnering with VFS Group means you will be given access to the best bespoke advice in the market. We will guide you through proven financial strategies that our qualified advisors have tested and implemented successfully over many years.
I love the fact that I get to meet great people and work with them to achieve their long term financial goals.
Given our independence, this means that we are not tied into any particular product set - as is the case with many large institutions. As advisors, we are able to search the market for the best outcomes which meet the needs of our clients.
VFS Group has been built as an organisation who puts the client first. Australians deserve quality financial advice delivered by industry professionals who are educated and licensed. We have built a first class advisory team that can truly provide clients with advice and service and make a real impact on their lives.
We have now been in business for 15 years and we approach every day with the same passion as when we first started the business.
Here is our guarantee to you.
If you spend the time explaining your situation to our advisors, we will work with you to deliver valuable insights and forward planning which will make a significant impact to your financial situation. We will always act in your best interest and will be completely transparent through the entire process.
There will be no hidden fees of any kind. In the advice we prepare, we will outline the implementation fees which are associated with progressing with the advice. These are only applicable if you decide to move forward with us.
Why? Because we will only prepare advice that creates value for our clients. We won't waste your time with advice that doesn't improve your financial situation.
So what are you waiting for? Contact us, we are here to help.
We do both. Online or you can come visit us, our staff come into the office and work remotely so we are flexible.
We are happy to work completely remotely if this is more convenient for you.
based on 4,029 reviews
It was a pleasure working with Werner. We started out with some vague ideas regarding our finances but Werner helped us understand our options and we are more confident today about the decisions we are making. Highly recommend!
18 Jul 2024
My partner & I decided it was time we got our retirement plan organised so sourced a number of financial advisers & found Werner of Professional Purpose the most knowledgeable & professional adviser we met. The retirement plan Werner offered gave us the confidence & peace of mind we needed to retire comfortably. Werner is very personable & made us feel our financial future was in good hands. Thanks Werner, we appreciate you & your services & would highly recommend you to anyone looking to secure their retirement and financial future.
18 Jul 2024
Chris Lau is a highly knowledgeable advisor who consistently goes above and beyond his duties to ensure his clients achieve the best possible outcomes. His exceptional ability to communicate and simplify complex matters is second to none.
17 Jul 2024