Financial Planning

Business of the Year 2024

Providing quality financial advice to

ensure financial freedom in retirement

It starts with You

Nothing is impossible when you have the mind to succeed. With the right team of financial experts in your corner, capable of anything, the question left is what do you want to achieve?

Financial Planning

Our financial planning services can help you develop a strategy to increase your investments, reduce your debts and plan for your retirement.

Superannuation

We help our clients understand what super strategy is best for them. This includes maximising your retail super or setting up & managing your self managed super fund.

Wealth Protection

Is your wealth protected from unexpected circumstances? We ensure you have all the required insurances to protect your from sickness, trauma and death.

Want Financial Advice

So you can reach your financial goals

What Our Clients Say

      EXCELLENT  
   Based on 69 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Ian Pomfret 
 
 
 
 Trustindex verifies that the original source of the review is Google. I’ve trusted Adem for many years for financial advice and highly recommend him for his knowledge, honesty, and clear explanations. He genuinely has my best interests at heart and has helped me make confident financial decisions over time Thanks Adem
  
 
      Posted on Google  
   
   Cheryl Adams 
 
 
 
 Trustindex verifies that the original source of the review is Google. Was very helpful with advice. Happy with service by Adem Becirevic.
  
 
      Posted on Google  
   
   Mike Rooney 
 
 
 
 Trustindex verifies that the original source of the review is Google. Really happy with our experience with Virtual Financial Services over the last 4 years. It is good to have that personal contact readily available and the support of a great team at Virtual Financial.
  
 
      Posted on Google  
   
   Cameron Meadows 
 
 
 
 Trustindex verifies that the original source of the review is Google. Have been with Virtual for 4 years now. Great, well-explained advice from a trusted and proven adviser in Adem.
  
 
      Posted on Google  
   
   Warren Jones 
 
 
 
 Trustindex verifies that the original source of the review is Google. What an amazing event hosted by Virtual Financial and proudly sponsored by PPM, very educational and informative. Adem sharing his London marathon story, launched his book and shared his passion for providing quality advice. Clients, partners, and guest enjoyed great night. Well done to presenters and staff at Calile Hotel.
  
 
      Posted on Google  
   
   Evelyn Castano 
 
 
 
 Trustindex verifies that the original source of the review is Google. We’ve been with Virtual Financial for the past 3–4 years, and every time we’ve needed advice, clarification, or support, they’ve been outstanding. They consistently take the time to understand our goals and help us think strategically about our financial future. Whenever we’ve needed paperwork or updates, their response has always been quick, professional, and efficient. That’s something we truly value because it gives us confidence that they bring the same level of care and diligence when monitoring the market and making recommendations that are in our best interests. Thank you to the team at Virtual Financial for your ongoing support, guidance, and exceptional service. We truly appreciate everything you do.
  
 
      Posted on Google  
   
   Craig Sheather 
 
 
 
 Trustindex verifies that the original source of the review is Google. Adem and the team have been great
  
 
      Posted on Google  
   
   Jo Agnew 
 
 
 
 Trustindex verifies that the original source of the review is Google. Have had Adem help us with our Investing for the last  5 years or so.  Have been more than happy with our progress and growth thus far. The professionalism of his whole team has been nothing short of outstanding. Looking forward to continued growth in the future.
  
 
      Posted on Google  
   
   Jeanette Buchanan 
 
 
 
 Trustindex verifies that the original source of the review is Google. I recently attended this financial seminar and found it extremely informative. The presenters explained everything clearly. It was well organized and worth attending. Great venue as well.
  
 
      Posted on Google  
   
   Nelly Bowles 
 
 
 
 Trustindex verifies that the original source of the review is Google. Great team. Very responsive to all enquiries. Steve Baker is an wonderful financial advisor. I would highly recommend.

How To Transition To Retirement

If you want to ease into retirement by reducing your hours and working part-time, you can maintain your lifestyle by using some of your super to top up your income through a Transition to Retirement Pension (TRP). The key benefit of the strategy is to draw income from the TRP to replace the employment income.

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Tools To Help

Use the tools below to help you understand your finances better and know the next steps to take to unlock your financial future.

This information is general advice and does not take account of investors’ objectives, financial situation or needs. Before acting on this general advice, investors should therefore consider the appropriateness of the advice having regard to their objectives, financial situation or needs. The results from this calculator are based on the limited information that you have provided and assumptions made about the future. The amounts projected are estimated only and are not guaranteed. Do not rely solely on this calculator to make decision about your retirement. There may be other factors to take into account. Consider your own needs, financial situation and investment objectives.

We want to help our clients unlock their financial future.

ADEM BECIREVIC – FOUNDER & CEO

TEAM MEMBER FEATURE

Adem Becirevic

The thing that excites me the most is when we see people achieve the goals we set out in our plans. A lot of clients come to us confused and unsure about their financial future, and it’s great to see all of that confusion and uncertainty disappear when we shown them their goals aren’t out of reach when you have a plan.

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