About VTA Financial Planning

Led by Hoa Vinh Ta (but you can call him Vinh), VTA Financial Planning brings over two decades of experience helping people shape their financial futures. Vinh listens carefully, untangles complex rules, and builds personalised strategies that make retirement planning, protection, and investment simple and effective.

Clients in Perth trust Vinh as a CFP® practitioner and LRS® life risk specialist. He combines deep industry knowledge with a straightforward approach. As an experienced financial adviser known for honest, ethical advice, Vinh delivers independent financial planning in Perth tailored to your situation. 

Clear communication, dependable guidance, and a commitment to your success describe VTA’s work. As your trusted financial partner, we guide clients through complex financial decisions to shift any uncertainty into clear, manageable steps. 

Qualified and experienced

Vinh is a CFP® practitioner, Australia’s highest professional standard in financial planning and holds the LRS® Life Risk Specialist designation. He has specialist knowledge in insurance and estate planning and is an Accredited Aged Care Professional with Aged Care Steps. His advice is grounded in expertise and delivered with care. 

Fee for service

VTA operates on a transparent, flat-fee model. There are no commissions or asset-based charges. Just upfront and annual agreements tailored to the advice and support you need. Vinh specialises in superannuation, pre-retirement, and retirement planning, helping clients build financial confidence step by step