Our Process

Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.

Step 1

Discovery Call

Let's have a quick chat to see how we can work together to help you achieve your goals.

Step 1

Step 2

Gather Data

We gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances.

Step 2

Step 3

Financial Plan

We create a personalised financial plan that will serve as a roadmap towards your goals.

Step 3

Step 4

Implementation

We set your financial plan in action by implementing all your personalised strategies.

Step 4

Step 5

Support

There is no 'set and forget it' here. We stay in touch and review your plan based on major life changes or market factors.

Step 5

Get in Touch

Call (07) 4041 6777

Our Location

207 Aumuller Street
Cairns, QLD, 4870

Operating Hours

Mon - Fri: 8.30am - 5pm

The Financial Services we offer are provided by Advantage Wealth Services Pty Ltd As Trustee for Advantage Wealth Services Trust ACN 099 234 992, ABN 81 779 428 980, trading as Advantage Wealth Services.

Adrian Garrone and Benjamin Filip
Advantage Wealth Services Pty Ltd Trading As Advantage Wealth Services
Authorised Representatives : Consultum Financial Advisers Pty Ltd ABN 65 006 373 995 AFSL 230323
Offices at :Level 6, 161 Collins Street, Melbourne VIC 3000

GENERAL ADVICE WARNING:

Any advice on this site is general nature only and has not been tailored to your personal objectives, financial situation and needs. Please seek personal advice prior to acting on this information. Any advice on this website has been prepared without taking account of your objectives, financial situation or needs. Because of that, before acting on the advice, you should consider its appropriateness to you, having regard to your objectives, financial situation or needs.

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