Patrica Garcia CFP®

Director & Financial Adviser, Your Vision Financial Solutions

Patricia has been working with clients to achieve their financial dreams since 2012 and has owned Your Vision Financial Solutions since December 2016. Her qualifications are extensive. Since graduating from university, Patricia has completed the Diploma of Financial Planning, the Advanced Diploma of Financial Planning and the CERTIFIED FINANCIAL PLANNER® designation. Patricia has received numerous awards, including the Fortnum Adviser of the Year Award (2024), FPA Financial Planners AFP of the Year (2017), and Women in Finance Rising Star of the Year (2016). She has been a finalist for many awards, with the most recent one being ifa Client Outcome of the Year (2024) and was named one of Australia’s top 50 most influential advisers by FS Power50 in 2022 and 2018. Patricia’s extensive experience also includes over four years as a board member of the Association of Financial Advisers (AFA) and a recent appointment to the board of the Financial Advice Association Australia (FAAA) in 2023, further demonstrating her commitment to advancing the profession.

Articles by Patrica Garcia CFP®

Patrica Garcia CFP®

Smart money moves after a promotion: build wealth, not just lifestyle

Just got a promotion or a pay rise? Congratulations! While it’s tempting to celebrate by upgrading your lifestyle, the real key to long-term success is making smart financial decisions that help you build lasting wealth. Your increased income presents an opportunity to strengthen your financial foundation, achieve your goals, and secure a brighter future. Here's how to turn your pay rise into meaningful financial growth, not just temporary luxuries.

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