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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”. This means being able to enjoy life – not simply getting by, is at the forefront of our minds when providing advice to our clients.

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 for an obligation free confidential consultation.

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