What VISIS Private Wealth does

VISIS Private Wealth is an Australian independent, 100% privately owned wealth management firm founded in 2001 by Chris Smith, operating from offices in Sydney, Brisbane, and Melbourne. The firm serves high-net-worth individuals, families, business leaders, and professionals, with a stated specialisation in medical and legal practitioners. It delivers seven integrated service lines: Strategic Financial Advice, Investment Strategies & Management, Superannuation/SMSF, Insurance & Risk, Loan & Debt Solutions, Estate & Succession Planning, and Accounting & Tax Services. The firm holds AFSL/ACL Licence #394583, allowing it to provide both financial advice and credit solutions under a single regulated entity.

The firm's technology stack is adviser-led rather than platform-led: it uses proprietary financial modelling and scenario-testing tools within the advice process and operates a dedicated third-party client portal (myfinance-hub.com.au) for client engagement. Its lending capability is delivered through an aggregated panel of 30+ lenders offering 600+ loan products, functioning as a credit-aggregation layer rather than a proprietary lending balance sheet. There is no disclosed AI/ML capability, proprietary trading system, or in-house investment product manufacturing.

Commercially, VISIS operates a fee-for-service advice model supplemented by lender- and insurer-paid commissions on credit and insurance placements, plus accounting and tax service fees. Distribution is principally referral-driven through professional networks (especially medical and legal) and word-of-mouth within the Australian HNW segment. The firm is privately held with no external funding, indicating organic growth funded out of retained earnings, and has consistently appeared in industry rankings including Barron's Top 100 Financial Advisers (Australia).

Name

VISIS Private Wealth

Legal name

VISIS Pty Ltd

Website

https://visis.com.au

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

11–50 employees

Short description

VISIS Private Wealth is an Australian independent, privately owned wealth management firm delivering seven integrated financial services to high-net-worth individuals, families, and professionals across Sydney, Brisbane, and Melbourne.

Ownership category

akta.pro rank

Product category

Private Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industry

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

Keywords

• Private wealth management
• Financial advisory services
• Investment management
• Superannuation services
• Estate and succession planning

Headquarters

HQ city

Brisbane

HQ country

Australia

HQ region

Oceania

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Fees: VISIS generates revenue through fees for comprehensive financial advisory services. As a 100% privately owned independent firm, their advice is free from external product influence. They provide holistic wealth management including strategic financial advice, investment management, superannuation/SMSF, insurance, loan solutions, estate planning, and in-house accounting/tax services.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

VISIS Private Wealth provides integrated strategic financial advice, investment management, superannuation and SMSF administration, insurance and risk solutions, lending and debt solutions, estate and succession planning, and accounting and tax services. Offerings are delivered to high-net-worth individuals, families, business owners, and professionals through offices in Sydney, Brisbane, and Melbourne under Australian AFSL/ACL #394583.

Product overview

VISIS Private Wealth is an independent, 100% privately owned Australian financial advisory firm offering a holistic suite of seven integrated wealth management services: Strategic Financial Advice, Investment Strategies & Management, Superannuation & SMSF, Insurance & Risk, Loan & Debt Solutions, Estate & Succession Planning, and Accounting & Tax Services. Founded in 2001, the firm positions itself as a boutique alternative to large institutions, emphasising bespoke strategies free from external influence. Services are delivered through a team of advisers and supported by a client portal. The product portfolio is architecturally unified around the client's personal vision, with each service designed to integrate as part of a comprehensive wealth plan.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategic Financial Advice Holistic financial planning and strategic advice covering wealth structuring, goal setting, and integrated financial strategies for individuals, families, business owners, and professionals.
• Investment Strategies & Management Portfolio construction, asset allocation, and ongoing investment management sourced through independent research and approved product providers for client portfolios.
• Superannuation & SMSF Establishment, administration, and ongoing management of self-managed superannuation funds and retail/industry superannuation structures.
• Insurance & Risk Solutions Personal risk insurance analysis and placement covering life, total and permanent disability, trauma, and income protection, structured around client needs.
• Loan & Debt Solutions Advice and structuring of lending facilities, including residential, investment, commercial, and asset finance, coordinated with broader wealth strategy.
• Estate & Succession Planning Structuring of wills, trusts, powers of attorney, and intergenerational wealth transfer strategies in coordination with accounting and tax inputs.
• Accounting & Tax Services Tax compliance, tax planning, SMSF accounting, and broader accounting services delivered in-house and integrated with financial advice.

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Australia's leading banks, building societies and lenderscoreOthersVISIS has access to more than 30 of Australia's leading banks, building societies and lenders offering over 600 loan options. This network enables them to identify the optimal lending structure for clients' goals, whether for home purchase, investment, refinancing, or entity lending including SMSF and Trust structures.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Pilot Partners: Australian boutique chartered accounting and wealth advisory firm integrating tax, business advisory, superannuation, and investment services for HNW clients and business owners — closely mirrors VISIS's integrated advice-plus-accounting model.
• Centric Wealth: Australian independent wealth management firm providing financial planning, investment, superannuation, and aged-care advice to HNW clients. Comparable to VISIS in independent ownership and holistic advisory positioning, though at larger scale.
• Ord Minnett: Privately owned Australian private wealth and stockbroking firm providing tailored advice and investment management to HNW individuals, families, and professionals. Closely aligned to VISIS in private ownership, advisory-led delivery, and HNW/private client focus.
• Shadforth Financial Group: Australian independent, privately owned wealth advisory firm serving HNW individuals and families with holistic financial planning, investment management, superannuation, and estate services — directly comparable in ownership structure, target client, and integrated service model.
• Pitcher Partners: Australian accounting, advisory, and wealth management firm offering integrated financial advice, SMSF, tax, and investment services to HNW individuals and business owners — closely comparable to VISIS's vertical integration of accounting/tax with wealth advisory.
• Morgans Financial: Australian full-service stockbroking and wealth management group with private client advisers across multiple states. Comparable to VISIS in offering bespoke advice and portfolio management to HNW Australians via a multi-office advisory model.
• WLM Financial Group: Long-established Australian independent wealth management firm serving HNW families and individuals with advice, investment, and superannuation services. Closely aligned to VISIS in boutique independent positioning and multi-generational HNW client focus.
• Evans Partners (E&P Financial Group): Australian wealth advisory and stockbroking firm providing holistic financial advice and investment management to HNW clients. Directly comparable to VISIS in independent boutique positioning, HNW focus, and multi-office Australian footprint.

Broad incumbents

• AMP Wealth: Australia's largest retail wealth manager with advice, superannuation, banking, and investment platforms. Overlaps significantly with VISIS's offerings but competes from an institutional, vertically integrated position rather than an independent boutique stance.
• IOOF (Insignia Financial): Large Australian wealth and advice platform (parent of IOOF, MLC, OnePath) serving HNW and mass-affluent clients with advice, superannuation, and investments. Overlaps with VISIS's service lines but operates at vastly greater scale under a listed, platform-driven model rather than boutique independence.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks4 records

Key highlights6 records

Customer concentration

• Xx.com/visisbrisbane
• Facebookfacebook.com/VISISPRIVATEWEALTH
• LinkedInlinkedin.com/company/visis-private-wealth

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about VISIS Private Wealth