My Risk Adviser

Balancing multiple businesses and a case study on effective succession planning


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Discover how Patricia Garcia, Director of Your Vision Financial Solutions, Co-Founder of Integrated Finance, and Director of FAAA, masterfully manages three different companies. Learn about her journey from biotechnology to finance, and how she balances the demands of multiple businesses while empowering women to achieve financial independence.


Patricia shares her strategies for effective time management, maintaining strong client relationships, and leveraging technology to stay ahead. Get inspired by her story and leadership insights!  


Join the My Risk Adviser Facebook community for Australian advisers.


The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision.

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My Risk AdviserBy Phil Thompson


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