How your team will work
Start your financial plan by following these simple steps
First meeting to understand your personal situation
‘Client first’ is the cornerstone of Vantage. Our goal is to obtain a deep understanding of your financial world. We listen and tailor recommended strategies to suit all your specific needs, goals and expectations.
Research analysis and modelling
A rigorous process where we model strategic solutions, then develop short, medium and longer term concise recommendations.
Second meeting to present strategy and recommendations
We will explain the research, rationale, options, and supporting fundamentals of your strategy, addressing any questions you may have. We will advance at your preferred pace and provide all the necessary information until you are satisfied and ready to proceed.
Authority to proceed and implementation
After your strategy receives your approval, our advice and support team takes charge of its implementation, ensuring its execution. Additionally, we schedule regular review meetings to ensure ongoing assessment and adjustment as needed.
Ongoing monitoring, review and recommendations
Your team consists of your personal client advisor, associate advisor, and client support manager. Together, we provide continuous monitoring, feedback, and updates to your financial plan, ensuring it remains aligned with your goals and objectives.
