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 per cent 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. This is obviously a great result – for which Vantage should be both pleased with and extremely proud of.”
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Client stories
Vantage Wealth Management is built on the reputation created from our clients and business partner recommendations, ensuring we provide the highest possible level of services and personalised financial advice.
Twenty years hence, we have no concerns. This is due to the partnership we developed with Frank and his staff at Vantage Wealth Management.
Tony and Delys
Jocelyn and I would also like to thank everyone at Vantage for their unfailing help when needed, their sound advice and above all, their integrity.
Jocelyn and David
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My Vantage team
Business Health Pty Ltd
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We could not be happier
After 40 years working in the financial services industry I retired and established my own self managed Superannuation fund in partnership with my wife. My contacts in the industry gave me confidence of a good return. After some 10 years of self management I met Frank Sciarrone who was working in Sydney. I was very impressed that he was able to understand our needs and review our strategies without taking complete control of our Superannuation Fund. As we got older I did not have the contacts within the industry to be confident of understanding all market issues and then engaged Frank who had established Vantage Wealth Management in Perth to take complete control of our fund. After some 3 years of management we could not be happier in terms of the results achieved by Frank and his staff at Vantage. It is not only his results in management of our investments that has impressed us but the facilities and services available through his employees in managing all aspects of our Superannuation including changes in compliance, communications with our Taxation Agent and ensuring we are up to date with all issues. We highly recommend Frank and Vantage Wealth Management for anyone seeking assistance with their Superannuation.
Betty & Ted
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Professional, thorough and well prepared
Matthew McCarney has been my Financial Advisor since March 2005 and I joined Vantage Wealth Management in 2008 when the company was formed. I have always found Matt very professional being thorough, well prepared and knowledgeable about the products and the share market both here and in Australia and overseas. The Vantage Wealth Management Team are all very personable, skilled and well trained in their respective positions. They are pleasant to communicate with, prompt to respond to any queries or requests and very competent. I recommend Vantage Wealth Management for Financial Services.
Irena & Michael
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Sound advice and integrity
Jocelyn and I would also like to thank everyone at Vantage for their unfailing help when needed, their sound advice and above all, their integrity.
Jocelyn and David
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Managed honestly, efficiently & focussed
I was first introduced to Matt McCarney and Vantage in 2014 and established my SMSF with Vantage at that time. In these subsequent years, I have come to realise what a very good decision this was. The financial services sector has in recent months specifically, but also in prior years, deservedly received some very bad press. However, I have a high level of confidence in Matt and Vantage that I have in the past and will continue in the future to receive excellent and honest service. The Vantage process is structured to provide the asset base and returns suited to my investment profile. I am well served in my communications with Matt and Vantage from the formal daily reports, company updates and half yearly reviews, to the highly valued informal conversations I can have with Matt at any time. My affairs are managed honestly, efficiently and totally focused on my best interests by Matt and his very good support team. I have recommended Matt and Vantage to a number of friends and colleagues.
Terry
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Independent flexibility
We have had our superannuation fund with Vantage Wealth since they commenced business in 2008. Frank Sciarrone, his partners and staff are always available to answer any questions or queries regarding the fund. They 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
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Continues to provide brilliant advice
We feel very fortunate and grateful to have been with Frank Sciarrone and Vantage for the past ten years. Having Frank manage our finances since the GFC, has given us peace of mind knowing that our financial future is secure.Frank has a fantastic manner and extremely strong ethics. He works tirelessly to improve the business and is a credit to the financial services industry.Vantage has an excellent reputation, with both efficient service and follow up being exceptional. Frank has provided a professional financial service, which importantly has always considered our aims in life and ensured we have an appropriate super fund investment mix. Not only has Frank protected our asset as a priority, but he has effectively and substantially built it. Most importantly, perhaps, Frank has totally taken the worry out of managing our assets at this time of our lives. He continues to provide brilliant advice and we are very happy. Thank you very much Frank.
Theresa and Geoff
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Enjoying a worry free retirement
We have been clients of Tim Flavell for 18 years working as our Financial Advisor and Planner. His professional, personal and ethical attributes have linked us strongly and his policy of paying an annual set fee for services is one example of this. Thanks to Tim we have led a full, worry free and happy retirement, with Tim maintaining the planned value of our investments and super. His staff reflect his philosophy and personal values and are all our extended "family". We cannot recommend Vantage Wealth Management highly enough. Well done Tim, Pauline and Staff.
D & D
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Empowering our vision
Matt has been our financial adviser and manager for 14 years. We have navigated estate planning; portfolio management; income streams and wealth protection. Market volatility and the GFC were dominant influences. Matt brings outstanding qualities to the task. Calm and patient; methodical and thorough. Coolly explaining complex issues. In particular the steady as she goes approach exudes stability and consistency for the long term. Unafraid to deliver bad news, as was the GFC, we felt confident to stay the course with Matt. Equally not over playing good news. But put into a long-term context. The team at Vantage have more than credible investment research. Delivery of recommendations is deliberate. Asset allocation is always managed to the agreed spread. Administrative support is excellent. Pauline and staff are courteous and efficient. Politely communicating follow ups. Effectively managing the paper trail. In essence this is a quality firm; highly recommended.
Ian & Tina
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20 year relationship
Over the past 20 years we have received advice regarding our superannuation and personal financial affairs from Frank Sciarrone and the team at Vantage Wealth Management. During this time we moved from an active working life to one of self- funded retirement. This change in our lives came with a certain amount of trepidation and anxiety as we became totally reliant on our savings. Twenty years hence, we have no concerns. This is due to the partnership we developed with Frank and his staff at Vantage Wealth Management and we have been able to enjoy our retired years with a sense of safety and security. This could not have been possible without the care and attention that Frank and his team have provided us.
Tony and Delys