Wealth creation

Property investment

It is well known that property is a strong investment choice and has had solid returns for investors over the years. Our advisors will not only recommend and work with you to explore property investment opportunities, but will also provide a range of finance options and benefits, such as negative gearing, that will suit your individual situation.
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Managed funds and shares

Managed funds and shares can allow you to invest in a wide range of investments, which are pooled with other investors. The key benefit of a managed fund is that it enables you to invest in a broader range of assets which would otherwise be difficult to achieve on your own. With the investment diversified, the level of risk can decrease.
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Superannuation

In today's increasing competitive market, selecting a superannuation fund that suits you can be daunting and potentially costly.

Our advisors will work with you to help you understand the complex superannuation environment and relate this to your personal situation. This will enable us to show you how to maximise the growth of your fund (within your respective risk profile), consolidate your funds into a single fund (if necessary) and use the many allowable contribution strategies to increase your superannuation funding and maximise any associated tax relief.

For those clients who are considering a Self Managed Superannuation Fund (SMSF), we can assist by educating them in what a SMSF is, the various investment options and whether it will suit their retirement needs. If this is the case, we will guide them in the careful investment of their funds, considering their individual needs and risk profile.
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Equity Power Mortgage Program (EPMP)

Vantage Financial utilises a management tool called the Equity Power Mortgage Program (EPMP) which enables you to pay off your house sooner, create wealth and save tax.

Whilst utilizing normal investment and gearing strategies, the EPMP looks to efficiently use the income derived from such investments to pay down non-deductible debt, such as your home mortgage. This strategy shortens the life of these loans as they are receiving payments over and above the normal repayment schedule. Tax deductions created through this strategy also get credited against the non-deductible debt in question.
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Retirement planning

Too many people leave their retirement to chance. Assessing how much one needs in retirement is integral in planning a comfortable retirement.

We assist our clients in determining their retirement needs and provide them with strategies to meet any shortfall that they may experience. Once clients reach their retirement age, we will assist them in assessing the most appropriate income streams that minimises any tax liabilities, maximises any government benefits, and meets their lifestyle and succession planning needs.
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UK pension transfer advice

With the recent changes to rules regarding the transfer of UK pensions to Australia, it is more important than ever to receive professional advice on your options. Our UK based partners pioneered the pension transfer market and have met with HMRC regarding these changes. It is simply not just the case of transferring your funds out any more.

We firmly believe that having a UK based, licensed financial planning firm will give clients the education they need on their options and provide them with the confidence to make informed choices on their UK pension funds.
Find out more about UK Pension Transfers