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 offers investment advice in simple and effective terms.
Vinh combines deep industry knowledge with a straightforward and practical approach to planning. As an experienced financial adviser known for honest and ethical advice.
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.
We focus on your goals and challenges. Whether it is creating personalised retirement planning, managing life risks, or providing clear guidance to support your financial decisions, VTA is hands-on every step of the way. Our fee-for-service model means we work for you, not for product commissions.
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.
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.
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.
Talk to Vinh to explore how ethical financial advice and tailored strategies can benefit your life. Reach out today to secure personalised support from an experienced fee for service adviser.
Call Vinh at 0484 025 819
Email: vinhta@vtafinancialplanning.com.au