Get started & set up your family
You want to buy your dream home, expand your family and grow your wealth.
Helping you reach your potential.
Financial advice to help you manage, grow and protect your wealth.
Stress Less. Take Control. Plan Ahead.
A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.
It’s leaving a legacy for the next generation.
At Advantage Wealth Services we help you get control of your money so you can live life on your terms.
How can we help?
Get started and set your family up for success
Build wealth and pursue your goals
Prepare for retirement and beyond
Make the most of retirement
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Insurance
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
SMSF
SMSFs are quite different from other super funds because they’re run by you, for you and any other members of your SMSF.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.
Estate Planning
We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Wealth Management
We provide wealth management services to a wide array of clients including individuals and families. We assist with the structure and planning to assist in the growth and preservation of wealth.
Your local financial partners
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.
Prepare for tomorrow, make the most of today.
Insights
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Planning financially for a career break
A pause in super contributions can have long-lasting effects. Here’s how to plan ahead for super breaks. There’s a host…