Dedicated to being the leader in financial advice.
At Vantage, we’re committed to making a meaningful difference to each of our client’s financial wellbeing.
From visions to reality
We have a reputation with our clients and business referral partners for providing the highest possible level of services and personalised financial advice.
It takes a team to achieve a goal
Experience and care for our clients is spread across advisory, research and administration support.
The Vantage difference
Our personalised approach to providing financial advice has been designed to deliver flexibility, control & the maximum level of choice to our clients.
Vantage at a glance
Ranked in the top 10 percent of financial planning practices in Australia in terms of client satisfaction.
Investment & insurance advisory with integrated strategic advice.
30 staff dedicated to your financial future.
Privately owned and self determined to put your best interests first.
I was very impressed that he was able to understand our needs and review our strategies without taking complete control of our Superannuation Fund.
Betty & Ted
Jocelyn and I would also like to thank everyone at Vantage for their unfailing help when needed, their sound advice and above all, their integrity.
Jocelyn and David
They regularly contact us to discuss changes to the fund to maximise returns and provide monthly updates on all aspects with investments. Ellen and I highly recommend their services.
Robert & Ellen
They are pleasant to communicate with, prompt to respond to any queries or requests and very competent. I recommend Vantage Wealth Management for Financial Services.
Irena & Michael
Twenty years hence, we have no concerns. This is due to the partnership we developed with Frank and his staff at Vantage Wealth Management.
Tony and Delys
The Vantage Difference
Client First
Above all else, we value integrity, transparency and care in our dealings with clients.
Private Firm,
Private Control
Vantage is a WA-based, privately
owned financial advisory practice,
founded on professionalism and
exceptional service.
Our Team
We establish long & meaningful
relationships with our team. In
turn, we know this will translate
to better care for clients.
The Essence of Vantage
At Vantage Wealth Management we prioritise clients, private ownership, our people, and offering expert, innovative investment and insurance planning solutions.
Innovation
In a world of constant change, we recognise the need to innovate and be progressive with our advice and service offering.
Investment Expertise
We believe specialised and tailored investment is a vital part of any successful financial strategy.
