Level 2, 16 Parliament Place
West Perth WA 6005
GPO Box 2521
Perth WA 6001
(08) 9215 5000
Vantage Weath Management Perth
Vantage Wealth Management Perth
Have a question? Our FAQs cover the basics, but if you’d like to chat, we’re just a message away.
Paid parking is available immediately outside the office on Parliament Place. We recommend that you download and set up the EasyPark App to assist with your payment as the number of parking machines is limited.
The rates for parking are $5/hr or part thereof with a $2 minimum with a maximum of 3 hours parking. We recommend that you allow at least 1 hour for your appointment.
Scan the QR to download EasyPark.
Paid parking is available immediately outside the office on Parliament Place. There are parking machines on the street which accept both coin and card (surcharge applicable), however we recommend that you download and set up the EasyPark App to assist with your payment as the number of parking machines is limited.
The rates for parking are $5/hr or part thereof with a $2 minimum with a maximum of 3 hours parking. We recommend that you allow at least 1 hour for your appointment.
Scan the QR to download EasyPark.
We provide comprehensive advice on including strategic portfolio, superannuation, retirement planning and capital adequacy, insurance and wealth protection, SMSF trustee and estate planning and management.
We take a holistic, client-centred approach that focuses on building long-term relationships and delivering strategies specifically designed around your life and aspirations. We are a privately owned firm, free from institutional influence or product ties. We focus entirely on our clients, offering tailored advice and strategies designed to meet their individual needs.
You’ll be supported by a dedicated adviser, associate and client service manager, backed by a collaborative team, ensuring you receive specialised, consistent expertise and continuity of service at every stage of your journey.
During your first meeting we will discuss your goals, review your current financial situation and outline how our services could support you.
We don’t charge for general phone enquiries. However, typically a fee of $360 (including GST) applies for an initial General Advice discussion. During this meeting, we outline the key issues relevant to you and provide a clear fee estimate should you wish to proceed with specialised advice.
We assess your needs, degree of complexity, investment requirements, and long-term objectives to ensure we can deliver the depth of advice and service you need. You’re supported by dedicated advisers and support staff specifically chosen by you, ensuring a personalised and seamless experience.
To make the most of our discussion, please bring recent statements for your superannuation, investments, income and liabilities plus any relevant insurance or estate-planning details.
We’re fully transparent about costs, offering advice on a fee-for-service or retainer basis, so you always know exactly what you’re paying for and can choose an arrangement that suits your needs.
All Vantage advisers are fully authorised under Australian financial services law and operate under strict compliance and professional-ethics standards, ensuring our recommendations are in your best interests. We are not tied to any one product provider, so our recommendations are made solely in your best interests.
We include dedicated client review meetings each year to update your plan, refresh your strategies and ensure everything remains aligned with your goals. However, more often if your circumstances or the financial landscape changes.
Yes but we will want to ensure a face to face in the early stages of our consultation.
Take the first step toward clarity and confidence. Meet with on of our senior advisers for a discussion about your financial future.
