Leading practice management consultants, Business Health recently conducted an independent, confidential client survey (CATScan) of the Vantage clientele and confirmed that Vantage was ranked in the top 10 percent of financial planning practices in Australia in terms of client satisfaction. Vantage Wealth Management received top-quartile results in all nine key performance areas measured in the survey.
Who we Are
- Established in 2008, Vantage Wealth Management (“Vantage”) is a boutique financial advisory practice founded on professionalism, integrity and exceptional service.
- We have an established reputation for providing high quality, objective and pro-active financial advice to our clients.
- We are constantly reviewing our operating standards to ensure our systems, processes and services are of the highest quality in the industry.
- Vantage is authorised to provide advice through VWM Financial Services Pty Ltd (“VWM”), holder of Australian Financial Services License No. 345744. The Directors of Vantage are also Directors & Responsible Managers of VWM.
How We Can Help You
Our Main Services
With significant experience in the financial advisory, wealth management and personal insurance industries, we are well placed to provide innovative advice tailored to the needs of our client needs. We are proud to provide our services in a cost effective and transparent manner. We have an established reputation for providing high quality, objective and pro-active financial advice to our clients.
Personalised Strategic Advice
Set up your financial affairs to achieve your long-term goals. Our expert advisers will formulate a financial strategy based on your personal goals and objectives to allowing you to excel through each life stage.
Personalised Wealth Management
Get the benefits of high-quality, professional portfolio management. You can rely on us to work tirelessly on your behalf to help you achieve whatever goals you may have.
Personal and Business Insurance
Protect your assets and your income by planning ahead to ensure that you are adequately covered for any unexpected events in life.
At Vantage Wealth Management we are commited to our clients.
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