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Founder story

Even people who know money need perspective.

I have spent much of my life around money: working in financial services, following markets and constantly learning about financial products. Yet I found myself doing what most people do: making one financial decision at a time, without stepping back to see the whole picture.

We save for a goal, invest when we have money, buy insurance when we need it, take a loan when life calls for one and think about taxes when the deadline comes. Each decision may make sense on its own, but our financial lives are connected.

That made me realise the value of having someone independent by your side. Someone who can step back, understand what matters to you and look at your finances as a whole, with your best interests at the centre.

That is why we built Visor. To bring that perspective to your financial life, help you make better decisions and build towards the life you want.

There is no shortage of information about money. What helps is someone beside you who can show you where you actually stand, and help you work out what to do next.

What grounds us

The philosophy behind every Visor.

At Visor, advice begins with keeping you in mind.

  1. Listen before we advise.

    Good advice doesn’t begin with an answer. It begins with understanding the person asking the question. We take the time to understand what is happening in your life, what you’re trying to achieve and what is keeping you up at night.

    Two people in conversation across a table in a bright room.
  2. Think ahead.

    Good decisions are made with tomorrow in view. We help you look past the next expense, the next deadline and the next headline, and ask how each choice fits the life you are building.

    Stone steps climbing a hillside towards a sunrise, each marked with a small symbol: coins, a home, a family.
  3. Make the hard but right call.

    The easier option and the right option are not always the same. When they differ, we will say so plainly, explain why, and leave the decision with you.

    A notebook on a desk with two questions written in it: ‘Easier option?’ and ‘Right option?’
  4. Your interest is the measure.

    Every recommendation is tested against one question: is this good for you? Not what is easiest to sell, and not what earns us more. We work for a fixed fee, never commissions.

    A couple sitting together at a table, going through papers and a laptop.

What we promise

Simple commitments that keep our relationship fair, clear and respectful.

  1. No financial jargon

    No financial jargon

    We explain every recommendation in simple, everyday language.

  2. Ask more. Always.

    Ask more. Always.

    There’s no limit on the number of questions you can ask. We’ll take the time to ensure you’re confident.

  3. No hidden fees

    No hidden fees

    You’ll always know what you’re paying, before you pay.

  4. You have the final say

    You have the final say

    Every financial decision is yours to make. We never take action without your approval.

  5. Your data. Your control.

    Your data. Your control.

    You can view, manage or delete your information anytime.

  6. No spam. No pressure.

    No spam. No pressure.

    We won’t fill your inbox or phone with messages you didn’t ask for.

Start with a conversation.

Your Free Discovery is a meaningful discussion about your financial position. Ask as many questions as you like.