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About Us

Why should you work with us? We will give you the education and guidance to help you manage your money and secure your future.

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.

Our Approach

Complex made simple

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You are unique

Straight forward fees

Complex made simple

We provide you with the education you need to clearly understand your financial strategies.

You are unique

We create a personalised financial plan that is unique to your situation and goals.

Accountability Partner

We help you stay on track at every stage of life, throughout all the challenges and victories.

custom slogan

About Us

Our Approach

Complex made simple

You are unique

Straight forward fees

Complex made simple​

You are unique​

Accountability Partner

Complex made simple

You are unique