VTA Financial Planning Website

CERTIFIED FINANCIAL PLANNER®

Independent Advice

Mobile Services - Perth WA based

Book

0484025819

VTA Financial Planning

Advice Areas

Key Features

Financial Planning Services:

Superannuation
Self-managed-super-funds
Pre-retirement and retirement planning
Centrelink
Estate planning

Protection and Insurance advice

Life, TPD, Trauma and Income Protection
Estate Planning
Tax minimisation strategies
Investment advice
Investment strategies

Key Features

Most financial planners cannot claim to be 'Independent', whereas I can.

This is because I have structured my business so I can advise unconflicted.

This means:

NO Commissions for Insurance Advice
NO Kickbacks, Referral or Placement Fees
NO Asset Based Fees i.e. my fees are NOT calculated as a percentage of funds under management.

Most financial planners cannot claim to be 'Independent', whereas I can.

This is because I have structured my business so I can advise unconflicted.

This means:

NO Commissions for Insurance Advice
NO Kickbacks, Referral or Placement Fees
NO Asset Based Fees i.e. my fees are NOT calculated as a percentage of funds under management.

I'm here to represent YOU and NOT a financial institution or a product manufacturer.

My advice is objective and unbiased so you can be sure that I will be acting in your Best Interests.

Show Less

Why VTA?

Key Features

Why VTA?

Experienced and qualified:

As a CFP® practitioner, I am professionally recognised for achieving the highest designation in financial planning, committing to the highest ethical standards and placing the clients' interest first.

I also hold the LRS® Life Risk Specialist designation with a focus on Insurance and Estate Planning advice.

Experienced and qualified:

I also hold the LRS® Life Risk Specialist designation with a focus on Insurance and Estate Planning advice.

Fee for Service

- based on:

Agreed Upfront &

Annual Service Agreements

I specialise in Superannuation, Pre-Retirement and Retirement advice.

Show Less

Financial Planner

Hoa Vinh Ta (Vinh preferred)

Advising on financial matters can be extremely complex. You could be missing out by not doing the things you could be doing. You may not know what your options are or how to do things differently or if you are like me, simply spend the majority of your time at work and any spare time, with family.

As a Financial Planner, my ambition is to help clients achieve their financial and life goals through planning and strategy.

I believe that everyone deserves good advice which is why I want to work with clients who are looking for their trusted adviser.

My aim is to provide confidence and direction, so you can spend more time doing what really matters.

I’ve worked within Financial Services my entire working life and have spent a large amount of this time educating, dealing with the complexity as well as helping financial advisers understand the Rules and Regulations in which they operate. As a financial planner, I aim to provide good advice.

I am confident that I can help.

Contact

I'm interested in hearing about you and what you want to achieve.

All information discussed is strictly confidential and the first meeting is complimentary.

Phone: 0484025819

Email: vinhta@vtafinancialplanning.com.au

HVTA Pty Ltd trading as VTA Financial Planning

ABN: 34 666 829 390

AFSL No: 549226

Authorised Representative ASIC No: 455322

See PDF Viewer (below) to download:

Financial Services Guide part 1
Financial Services Guide part 2
CPD policy
Privacy policy

VTA Financial Planning

Kensington, Western Australia, Australia

VTA Financial Planning Website