Welcome

 

At Advantage Wealth Services we offer financial planning and wealth management advice to business owners and directors as well as individuals and families.

We specialise in pre and post-retirement financial planning and business exit strategies, however our passion lies in working with people who have a real interest in planning their financial future.

Our financial planning philosophy is – “Plan to live! Don’t plan to retire” – so being able to enjoy life, not simply getting by, is at the forefront of our minds when providing advice.

Our point of difference is the time we invest into our clients. We achieve this by having fewer clients per advisor, allowing us to spend more time on each individual portfolio.

So whether it is advice on investments, superannuation, insurances or wealth management, call us today on 07 4041 6777 for an obligation free confidential consultation.

Click here to read our Financial Services Guide.

The advice we have received over that time has helped us to grow our investments securely, providing us with a worry-free income.

Bernie and Avryl Mackenzie

You treat us as valued people in our own right. Your advice is apt and suited to our needs and you answer our questions.

Robin Smith