Your interests: our priority

Our practice is owned entirely by our advisors, and we are not run by a bank, fund manager or insurance company

As a fee-for-service practice, none of these institutions have a vested interest in our business and are not in a position to influence the services and products that we recommend for you. Through our holistic advice process you can be confident that we will provide solutions tailored to your personal needs and expectations.

Experience Pays

We've been helping people just like you for over 30 years

Established in 1990, we are a multi-skilled, multi-disciplined, full service, financial services practice. We provide advice to help people grow, manage and protect their wealth. We pride ourselves on our individual attention to detail, the way we strive to understand your ultimate values, beliefs and goals, and applying these to your financial needs. We focus on positioning ourselves as the trusted financial intermediary for all our clients.

We're not rocket surgeons

And neither are you: a financial plan should be easy to understand

Our dedicated team of experienced advisors are committed to providing you with a clear advice process that is easily understood and meets all of your needs. All clients are unique and, as such, we work with you in a consultative manner to develop a living plan that meets your personal goals and objectives.

  • Here's How We Do It

    Define


    We start the planning process by meeting with you to define where you are now, and where you want to be. This will help us to identify the goals and dreams that are really important to you, and at what stage of your life you want to get there.

    Next
  • Here's How We Do It

    Design


    Once we know where you want to go, we design the ideal financial plan that will get you there. Your situation is unique, and so is your financial plan. As well as meeting your goals, we also identify any risks associated with the plan and develop strategies to overcome them, should the unexpected occur.

    Next
  • Here's How We Do It

    Refine


    Before we execute your financial plan, we will refine the details to make sure everything is right. Life is always changing, and over time your financial plan may need adjustments too. We will meet with you regularly to ensure everything is on track.

    Next

For finer details on the steps we take and the services we use to create a plan that is perfect for you, check out how we do it

Our Professional Memberships

We are proud to be a member of the Financial Planning Association of Australia and a Certified Financial Planner® practice.

FPA and CFP logo

Making the right decisions about your financial situation has never been more important. Knowing who to turn to for financial advice is essential. When you choose a financial planner who is a member of the Financial Planning Association of Australia (FPA), you are working with a professional who puts your interests first. FPA members are committed to a code of ethics and professional conduct, so you can rest assured that they'll do the right thing by you.

A financial planner that has achieved CERTIFIED FINANCIAL PLANNER® (CFP®) professional status - the gold standard in financial planning - is internationally recognised for having the highest education and ethical standards in financial planning.

A CFP® professional can make a positive difference to your financial future. They will be able to help you understand your financial situation, develop a strategy and give you guidance on things such as funding your children's education, helping with budgeting and tax planning, having enough money to live comfortably in your retirement, as well as with things such as debt management, insurance, estate planning and so on.

Dr Anthony Virtue is a member of the Financial Planning Association of Australia and has achieved CERTIFIED FINANCIAL PLANNER® professional status.

View the Virtue & Partners profile on the FPA website

Our Pride and Joy

Presenting our latest awards and community contributions

We are very proud of the work we do in the community, and the awards that our advisers have earned from respected professional bodies is verification of the consistent high quality of our service and advice.

  • Financial Plannining Association of Australia
    Member

  • Mortgage & Finance Association of Australia
    Member

  • Certified Financial Planner®
    Dr Anthony Virtue

  • Australian Institute of Company Directors
    Member

  • Association of Financial Advisers
    Member

  • SMSF Professionals Association of Australia
    Member

  • Flinders University Lecturer
    Financial Planning (Dr Anthony Virtue)

  • Workplace Super Specialists Australia
    Chief Executive Officer (Paul Mann)

  • Workplace Super Specialists Australia
    Committee Member (Dr Anthony Virtue)

  • Institute of Public Accountants
    Fellow (Dr Anthony Virtue)

  • Justice of the Peace (NSW)
    Dr Anthony Virtue

  • Justice of the Peace (NSW)
    Paul Mann

  • Justice of the Peace (NSW)
    Deborah Lykles

  • Tax Practitioners Board
    Member

  • Association of Financial Advisers
    NSW State Director 2000-01 (Matt Sutton)

  • Million Dollar Round Table
    Member 1999-2003 (Matt Sutton)

  • Million Dollar Round Table
    Top of the Table Member 2003 (Matt Sutton)

  • Ocean Beach Precinct Committee (Manly Council)
    Secretary (Fiona Goodland)

A fresh and caring way of doing business

Virtue & Partners took the time to truly listen and understand our circumstances and financial needs. They clearly analysed our situation and explained the processes, providing professional advice and guidance along the way. Communication and service has been first class and we feel confident we are on the way to achieving our goals for the lifestyle and retirement we've always dreamt of.

J. Ling, Byron Bay

If you are ready to start securing your financial future, please get in touch with Virtue & Partners today

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As I See It is a regular video and news update from Dr Tony Virtue discussing the most recent developments in the financial and economic markets