Case Studies

  • Key Man Insurance

    In January 2010 Vantage Financial was referred into a company that were a client of fellow Vantage Group company; Vantage Performance. The client was a privately owned business with three partners... More info.

  • First Home Owner

    A young couple had returned from an overseas holiday and were excited and looking forward to purchasing their first home... More info.

  • Income Protection

    Vantage Financial was referred a client who had experience working in the construction and mining industries... More info.

  • UK Pension Transfer

    Ken and his wife Barbara were our clients who migrated from the UK to Australia. Ken had retired and was considering bringing his UK pensions to Australia... More info.

  • Marital Separation

    Vantage Financial was referred a client who was going through a difficult divorce. One party wanted to take over the property and the loan and remove her husband from the property and the titles... More info.