Forging Deep Relationships

At Vivid Financial we forge deep relationships with our clients, working initially to define their financial aspirations, then helping them achieve these dreams through a proactive approach and ongoing relationship.

Typically our clients have investable assets upwards of $500K, and / or an annual income starting from $250K.

The majority of our clients are personal referrals from existing clients. Others are referred to us from a network of like-minded professional firms including accountants, solicitors and insurance brokers.

As part of our relationship management, we work closely with our client's other professional Advisers and discuss any proposed strategies with them as required.

'We can't begin to tell you how happy we are with the tireless and friendly support given by your excellent team and of course, we are over the moon with the tax free profits the investments returned during the past 12 months. The most amazing thing was when the market dropped off recently, our portfolio remained unscathed.'

James and Anita Kelly

To read more from our current clients, please follow this link.