Brand profile · Financial Services

Vista Financial Group

Vista Financial Group works in Financial Services, out of Beaumaris, Victoria. It is privately held, and its site is vistafinancial.com.au. It holds two addresses on record, all in Australia. Headcount on record is 23. Its work is tagged life insurance, tax advice and wills and estates. One Australian registration (ABN) is a confirmed match. The record links seven similar brands, most of them in Financial Services.

Profile live Privately Held 1 entity ABN 1 office country
Registry verified · ABR

Key facts

Counted staff
23
self-reported 11–50 band
Founded
Not recorded
Legal entities
1
ABR
Office countries
1
2 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
Use this profile Compare Your shortlist

Legal entity

1 brand → 1 confirmed entity
  • VISTA FINANCIAL GROUP PTY LTD

    ABN16624573039

    VICHigh confidenceMatched on exact nameABR

Legal entities

Vista Financial Group: 1 registry entityVista Financial Group is linked to 1 registry entity: VISTA FINANCIAL GROUP PTY LTD (ABN 16624573039, candidate).Vista Financial GroupVISTA FINANCIAL GROUPPTY LTDABN 16624573039Candidate · High confidence
Show as table · Vista Financial Group: 1 registry entity
Vista Financial Group: 1 registry entity
VISTA FINANCIAL GROUP PTY LTDABN 16624573039
Confirmed matches0 of 1

A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.

Description

At Vista Financial, we understand that financial decisions go beyond numbers—they're about securing your family's future, creating lasting wealth, and finding the peace of mind that comes from knowing you're in control.

No matter what stage of life you’re at, a well-structured financial plan and investment strategy could make a real difference when it comes to living the lifestyle you want.

We offer personalised, holistic financial advice designed to support individuals, families and business owners with complex financial needs, guiding them through every stage of life.

Our experienced team works closely with you to ensure your financial plan not only reflects your current goals but adapts as your circumstances change. Whether you’re preparing for retirement, optimising your investments, or planning your legacy, we’re here to provide clarity and confidence.

Our services include:

📍Wealth management: Maximising your investments to ensure sustainable growth.

📍Retirement planning: Helping you retire comfortably while maintaining your lifestyle.

📍Estate planning: Safeguarding your wealth for future generations.

📍Investment strategies: Tailored solutions for your unique financial situation.

📍Tax planning: Ensuring your assets are structured to optimise tax outcomes.

At Vista Financial, it’s not just about today—it’s about building a financial strategy that secures your tomorrow. Let us partner with you to make your financial goals a reality.

Contact us for a discussion today:

Beaumaris Office a 6-8 Keys Street, Beaumaris, VIC 3193 p 03 9598 8002 e hello@vistafinancial.com.au w www.vistafinancial.com.au

Geelong Office a 3/16 James Street, Geelong VIC 3220

Colac Office a Shop 9/58 Hesse Street, Colac VIC 3250

OFFICE HOURS Monday- 9am-5pm Tuesday- 9am-5pm Wednesday- 9am-5pm Thursday- 9am-5pm Friday- 9am-5pm

Specialties

All 17 specialties
  • Wealth Creation
  • Wealth Management
  • Lending
  • General Insurance
  • Risk Protection
  • Tax Advice
  • Investment
  • Aged Care
  • Retirement Planning
  • Finance
  • Self-Managed Super Funds
  • Wills and Estates
  • Home Loans
  • Investment Management
  • Superannuation
  • Financial Planning
  • Life Insurance

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
Show as table · Offices in 1 country
Offices in 1 country
Countries1
Primary countryAU

All codes: AU

Addresses

  • AU6-8 Keys St; Beaumaris, Victoria 3193Primary
  • AU3/16 James St; Geelong, Victoria 3220

Grid intelligence Members

Spending power

TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.

Spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss

People & contacts

4 employee profiles on record · names withheld.

Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.

Names are withheld until a consented source exists.

Notify me about contacts Tell us who you need to reach and we will tell you when a consented source is live.

FAQ

Which legal entity operates under Vista Financial Group?

One Victoria entity on the ABR: VISTA FINANCIAL GROUP PTY LTD (ABN 16 624 573 039), high confidence.

How many people work at Vista Financial Group?

23 counted staff profiles at January 2026, inside the self-reported 11–50 band.

Where does Vista Financial Group have offices?

Two addresses on record, Australia only. Primary: 6-8 Keys St, Beaumaris, Victoria 3193.

Has Vista Financial Group raised funding?

None linked to this brand.

What does Vista Financial Group list as its specialties?

17 tags on the brand's own list, among them life insurance, tax advice and wills and estates.

Which companies are listed alongside Vista Financial Group?

Seven peer profiles on record: Advice2Talent and Verse Wealth.

What is Vista Financial Group's website?