Fiona Olmedo

Vida Wealth Management

Gold

13 Yrs Experience

Caringbah, NSW 2229

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I pride myself on building deep and genuine relationships with my clients. My passion lies in making a positive difference to people’s lives by helping them determine what is truly important for their own happiness and working with them to design and sustain their dream lifestyle. I have a wealth of experience in providing advice to clients on diverse financial planning matters and lifestyle design. I love to engage clients in all different phases of life; from those looking to build wealth, creating strong foundations and those preparing for retirement. I believe in taking the time to understand my client’s needs and wants and then using my knowledge and skills to provide a tailored plan to help them achieve their goals and protect their financial future. I specialise in ethical investments for clients who deeply value sustainability. I am passionate about people, the environment, and shaping a brighter future for the next generation.

Superannuation
Insurance Protection
Retirement & Pension
Margin Lending
Shares & Investments
Cashflow & Income
Complex Investments
Socially Responsible
Tax Strategies
Growing Assets

5.00 December 2024

Fiona took the time to understand my goals and provided clear, personalised advice. She is friendly and easy to talk to, making the entire process stress-free. I highly recommend her!

5.00 December 2024

Fiona is extremely knowledgeable, with the ability to not only assess your personal information and financial requirements but also to formulate a strategic plan and convey the information to you to provide you with the best possible solution for your situation.

4.25 October 2024

Fiona was very professional and helpful. She listened to our concerns and organised a clear plan in play towards our retirement. We highly recommend Fiona.

5.00 October 2021

Fiona is very helpful and well informed. She is trying very hard to find the right deal for us and is very easy to communicate with.

4.75 August 2021

Fiona has given me help and advice on my retirement planning involving Super and Government obligations. Both my wife and I, after the meeting, made the decision to switch our Super from our existing financial planner to Fiona. During this process, I felt very comfortable with her assistant whom I found to be very knowledgeable. During this set up time and having to deal with the Covid protocol, they were allways available when needed. I am very happy with the decision we made.