About VTA Financial Planning

At VTA, financial planning isn’t about selling products or pushing agendas. It’s about helping people make decisions they feel good about now and in the future.

Led by Hoa Vinh Ta (but you can call him Vinh), our focus is simple: clear advice, practical strategies, and honest conversations that put you in control.

With over 20 years in financial services, Vinh has helped people navigate some of life’s biggest decisions, whether it’s planning for retirement, sorting out super, or protecting the future for their family. He’s spent years working behind the scenes, supporting other advisers and untangling complex financial rules. Now, he brings that depth of knowledge directly to clients who want a steady, reliable partner.

Vinh believes good advice shouldn’t be hard to find and that financial planning should be a support system, not a sales pitch.

He’s here to offer guidance, not pressure. Just straight answers and a plan that works for your life.

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.