At Vantage Wealth Management we specialise in delivering high-level,
personalised and transparent financial advice which you can trust.
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. Plan ahead to ensure that you are adequately covered in case a crisis was to strike.
PERSONAL STRATEGIC ADVICE
We understand that your life is busy, focusing on family, friends, work and other personal affairs. For many, this leaves little or no time to plan short and long term personal financial goals. Our expert advisers will formulate a financial strategy based on your personal goals and objectives to allow you to excel through each life stage.
We work closely with our clients to:
- Use their cashflows to create real wealth
- Review their existing assets and structures to ensure optimal tax efficiency
- Provide clear and concise strategies in relation to superannuation, pre-retirement, retirement and redundancy
- Provide advice on the set up and management of Self-Managed Superannuation Funds
- Navigate the complexity of Estate Planning
- Understand and maximise their social security entitlements and government benefits.
PERSONALISED WEALTH MANAGEMENT
Our clients know that with our experience, in-house research and our deep understanding of domestic and global financial markets, they can rely on us to work tirelessly on their behalf to help them achieve their short, medium and long-term goals.
Our investment approach is founded on delivering consistent returns via incremental real capital growth, coupled with regular income.
As the firm is owned and operated by its staff, our process and structure affords us the flexibility to access the broadest possible investment universe.
PERSONAL & BUSINESS INSURANCE
You never know what life is going to throw at you, but one thing you do want to know is that you are covered in case of adversity. Vantage Wealth Management has access to all Life Offices in Australia, providing our highly qualified and experienced specialists flexibility to recommend the most appropriate insurance solutions to our clients.
- A comprehensive review of your personal insurance needs to identify potential financial risks
- Provision of appropriate recommendations surrounding personal insurance needs, quoting across all major insurers in Australia
- A review of existing insurance policies to ensure they are appropriate and cost effective
- Analysis of business insurance needs (Buy/Sell arrangements, Key Person cover)
- Advice on structural issues relating to personal insurance and potential tax implications
- Direct access to underwriters with all major insurers in Australia to discuss complex cases
- Extensive back office support to manage the implementation and underwriting process on behalf of clients, to ensure the best outcome is achieved
- A structured review process to ensure insurance levels remain appropriate for client needs
When necessary we draw upon a panel of trusted external specialists to complement our skills.