Service Agreement
At Vantage Financial our focus is not on products (of which there are many) but on meeting our client's varied lifestyle needs. No two clients have the same goals so our initial meetings are used to fully understand what your lifestyle needs are.
Once we have identified these, and have a full understanding of your current situation, cash flow and risk profile, we will formulate a strategy that will set you on the path to achieving your goals.
We meet with our clients regularly to update their goals and review their current strategy and underlying financial products to ensure they are delivering on the strategy.
Most of our clients choose a fee for service model, although we offer a brokerage model if requested.
More information about our service offering can be found in our Financial Services Guide (FSG).
