About VGB Wealth
The business was originally founded as Vickery Galvin Financial Services in 2000. In July 2007 the company was renamed Vickery Galvin Brittain Financial Services and VGB Wealth Pty Ltd was also established.
Over time the two businesses have simply come to be known as VGB Wealth which better reflects our core focus and expertise.
Over this period the business has grown considerably from a two person operation to it’s current size comprising six full time staff and two part time staff.
We take our profession seriously and are active members of the Financial Planning Association of Australia (FPA), the Association of Financial Advisers (AFA) and the Self Managed Super Fund Association (SMSF Association).
To enable our clients to grow, protect and enjoy their wealth.
To be recognised as a trusted family focused provider of quality financial advice in our community.
To form partnerships based upon:
- Respect and
Over the years we have supported many worthwhile charities and community groups. Our support in the past has included:
- Run for the Kids – Good Friday Appeal
- MS Walk + Run – Multiple Sclerosis
- Firbank Rowing Club
- Ashburton Riders Club
Our charity for the 2016/2017 financial year is Beyond Blue – we are currently well on track to exceed our fundraising target of $2,000 to support this great cause.
“After working for fifty years, retirement was a very challenging concept on a number of fronts. VGB Wealth has provided a common sense approach and format that I understand and feel secure with. I would sincerely recommend the great team at VGB Wealth to anyone”.
- Marilyn White
“My wife and I have relied on VGB's advice for many years now. They have provided advice on all manner of issues from investments, mortgages, rental properties and wills. We love working with VGB for their down-to-earth, no-nonsense and genuine approach to what they do. For us, having an Advisor sometimes say 'do nothing' is refreshing compared to the many out there that always want to sell you something. I trust them implicitly and recommend them to any friend looking for similar service”
David Grainger and Kirsty Leong
"VGB Wealth provides us with the most up to date information required to manage our investments. We have been very happy with their service since joining them”.
- Robyn & Bob Taylor
"VGB has been able to provide the guidance, planning and advice that ensured my assets and finances were structured to enable wealth growth, sound financial planning and a secure future for me and my family. After almost twenty years, I am still being guided and assisted by VGB with my financial planning. Their service has been highly professional and as I approach retirement, I will continue to rely on them to guide me through the next exciting phase of my life."
"We have known VGB for a few years now and we are very pleased to have them as both our personal and business financial advisor. We would highly recommend VGB as an organisation of integrity and wisdom."
- Dean & Fiona Minett
"As long time clients of VGB Wealth….17 years….we have always been impressed with the professional, friendly way in which they have managed our portfolio. VGB Wealth’s knowledge and expertise of the financial markets is exceptional."
- Jan & John Hunter
"Over the past few years VGB has helped me and my wife Lynne work through the minefield that is an SMSF, as well as working with us on developing a long term wealth strategy which includes things like insurance, wills and bank structures. As a result we now have a clearly defined, structured and balanced strategy to take us to our retirement in 7 years or so. I am extremely happy with the level of knowledge and understanding that has been provided and would recommend VGB Wealth to anyone who truly needs to understand and prepare for the future."
- John Koot
"We wish to express our thanks to VGB Wealth for their friendly support and excellent service over the past 16 years. They are proactive in keeping us up to date with latest changes that may impact on our financial situation. We feel confident in their advice and are happy to recommend them to our friends."
- Angelina & Stephen Chung
"We have been clients of VGB for 16 years and have always found the service provided to be considered, timely, accurate and relevant. In addition we have always felt that we were able to discuss our options in an open and consultative way, with enough information provided to allow us to make decisions both in our pre-retirement planning phase and thereafter in retirement itself. Good professional service allied to a friendly manner."
- Dr Ian & Mrs Lesley Carson
"VGB, through Michelle and Jon, have provided us with very high-quality financial advice over a number of years, and have always exceeded usual client expectations of good customer service. We greatly value their professionalism, depth of knowledge and integrity."
- David & Kay Blore