Victoria Habra

Grange Wealth Advisors

Gold

7 Yrs Experience

Miranda, NSW 2228

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"A good financial plan is a ROAD MAP that shows us exactly how the choices we make today will affect our future." - Alexa Von Tobel

My name is Victoria and I'm a CFP® Financial Adviser at Grange Wealth Advisors, Miranda office.

I'm passionate about helping clients to navigate through the major changes in life and building a secure financial foundation for their future.

My main focus is delivering tailored advice to clients based on their individual circumstances. I partner with clients so that they can make a fully informed decision about the different options available to them to achieve the most favourable outcome in their personal situation, and best meet their financial goals.

I assist clients in finding a balance between enjoying their lifestyle now whilst building on a strong foundation to be financially prepared for the exciting milestones that lay ahead in their future.

I'm an authorised representative of Grange Wealth Advisors. We operate on a fee-for-service basis, so as to ensure that any advice provided to our clients is predicated on their specific needs and objectives.

Superannuation
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

At the end of the first complimentary meeting, the objective is to identify a shortlist of possible strategies that might suit the clients identified goals and objectives. On that basis, I am able to provide a fixed cost based on the expected time required to complete that analysis. My hourly rate is $500 (incl. GST). Generally, most mandates for the initial analysis range between $4,000 and $6,000 depending on their complexity. This cost includes implementation of the proposed recommendations and investment structures (if applicable). The same principle applies to the provision of ongoing advice required to keep the financial plan relevant over time.

4.50 October 2021

Victoria has given me advice in areas including superannuation & investment products. Victoria was able to explain things to me in a clear way. Through Victoria's knowledge and experience, I feel very confident that the advice given was right for my needs. She is responsive, friendly and helpful.'

5.00 October 2021

I have had dealings with Victoria Habra upon being introduced to her by Craig Willford of Nexia in late 2019. Since that time Victoria has always displayed a willingness to explain and advise on the best outcomes for my financial investments with Nexia. She has always displayed a professional, knowledgable and patient attitude with my queries, always returns phone calls and emails within 24 hours and I have never had to 'chase' her for an answer to my question. Victoria also assisted me in winding up my SMSF and put in place a self managed retirement programme going forward into my senior years. I do not hesitate in recommending Victoria to my contacts and friends - she is a real asset to Nexia and hope she succeeds to a higher level in the future with the firm. Thank you for the opportunity to express my appreciation of the services provided by Nexia and am grateful that I have joined Nexia with my investment portfolio. Dimitra Zavalakis 12 October 2021

5.00 October 2021

Victoria offered me indispensable advice and guidance when I needed income protection, and again when I tried to get a home loan. She had a thorough understanding of the industries involved, and was able to quickly discern my specific needs. I had minimal experience, so Victoria communicated patiently and clearly in language I could understand, in the process educating me and empowering me with the knowledge necessary to make the best decisions for me and my family. Victoria was consistently an attentive, intuitive, and meticulous professional, I felt completely at ease during my engagements with her. I would recommend her highly to anybody needing financial advice.

5.00 October 2021

I needed assistance with reviewing my super as I had multiple super funds and I didn’t understand what my money was actuallly invested in or the fees I was paying. Victoria was very helpful in explaining the costs, investment type and performance in each of my super funds in a language that I understood. This gave me confidence in deciding which superfund was right for me and I consolidated my balances and changed my investment option to one that I was more comfortable with.

5.00 October 2021

Victoria supported me in creating an investment portfolio in shares and bonds. She went above and beyond to understand what my individual needs were, she had incredible communication skills when explaining the process to me, and present me with options in a skilled and professional manner. Her knowledge and interpersonal skills helped me feel more confident and happy about making decisions I was otherwise fearful and concerned about. I have already recommended her to friends and family.

Adviser status Gold
Rating 4.90
Number of reviews 5
First year providing advice 2017
Years of experience 7
Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
Language spoken
- English