About Uschevron down

Financial Advice Tailored To Your Needs.

General Info

Our clients include individuals, small to medium size businesses and major corporates.

Vantage Financial is a boutique financial services firm that provides tailored strategies for helping clients achieve what matters most to them. Utilising our professional expertise across many disciplines, we educate and empower clients to make informed decisions about how to achieve their financial objectives.

We provide comprehensive advice on wealth management, investments, superannuation, personal insurance, pension transfers and home loans. We also work with companies to deliver corporate solutions that reduce business risk and help retain and attract high quality staff.

Email
Payment method
visa
ABN
23 116 104 815
Categories
Commercial
Yes
Keywords
Financial planning, Financial planning advice, Financial planning advisor, Financial planning companies, Financial planning firms, Financial planning for retirement, Personal financial planning
FAQschevron down

What is the cost to use a mortgage broker?

At Vantage Financial we get paid a commission by the lender when you receive your home loan. We don't charge you a fee for your appointment or for our service.


Are you owned by an institution?

No. Both Vantage Financial and Wealthsure are privately owned and are not owned by a bank or product provider. This gives us the ability to be completely objective in choosing products to meet our clients varied needs.


How much will your services cost?

Our commitment to all our clients is that you will always be aware of the cost of any service prior to engagement so that you have the opportunity to assess the value. We will also disclose any brokerage that we earn to you.