Client focused
We put our clients’ needs first, offering personal, responsive service with partner access. Through honest advice, we tailor recommendations that support long-term success.
Committed to making a meaningful difference to every client’s financial well-being.
We support this commitment by delivering client-focused, results-driven, and forward-thinking advice.
The Vantage difference
Vantage Wealth Management is a leading Western Australian financial advisory firm, with 20 years’ experience helping people take control of their financial future.
Ranked in the top 10% of financial planning practices in Australia for client satisfaction. We combine expertise, deep industry knowledge, and a commitment to personalised service to help our clients achieve long term financial success.
Our Values
Results driven
We are results-driven, taking on complex challenges with a focus on delivering practical and meaningful solutions for our clients.
Forward thinking
We are forward-thinking, driven by our clients’ needs. With deep expertise, we deliver innovative, solutions-driven outcomes.
Who do we help?
Middle-upper income
Professionals and families building their future
In their peak earning years, these cilents balance family and financial goals. Seeking clear advice and trusted guidance on retirement planning, superannuation, investments and wealth protection.
Pre-retirees
Planning ahead for life after work
Approaching retirement, these clients seek guidance on super, cash flow, pension eligibility, and income strategies, to feel confident for retirement.
High net worth individuals
Strategic guidance for complex wealth
We work with clients who manage SMSFs, trusts, and family entities. We partner with legal and tax advisers to simplify complexity and support succession planning, wealth transfer, and legacy preservation.
Transactional/life event
Support through life’s big financial moments
Some clients experience significant changes to their financial position - whether through a business sale, inheritance, or major property transaction. We provide thoughtful guidance to help them invest, protect, and structure their wealth during these pivotal times.
Sound advice and integrity
The Vantage team are always there when needed, offering sound advice and, above all, integrity. Their support has been invaluable.
David
We could not be happier
Vantage 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
In safe hands
Since 2005, Matthew McCarney has provided professional, thorough advice with deep market knowledge. The entire Vantage team is skilled, personable, and highly responsive. I strongly recommend Vantage Wealth Management.
irena & michael
The latest insights and resources
Stay across the latest insights, news, and resources for confident decision-making.
Retirement planning
22 April 2026
Tax Advantaged Super Maximums Have Changed — Is Your Retirement Plan Still on Track?
If you’re in your 50s or early 60s, chances are you are starting to think more and more about how retirement will look. Some…
Retirement planning
01 April 2026
The 3 Phases Of Retirement You Need To Plan For
When we think about retirement, we usually imagine the overseas trips, long lunches and guilt-free naps. After decades of work and responsibility, we can…
Strategic portfolio advice
18 March 2026
The Simple Investing Rule To Help Minimise Big Losses
When it comes to investing, advice (both good and bad) is never in short supply. But there’s one piece of advice that most investors…
Strategic portfolio advice
27 February 2026
5 Ways To Tune Up Your Finances This Year
The new year is the perfect time to pull back the curtain on your finances and check what’s working, what isn’t, and what could…
Request a meeting
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