Our services

Vantage Migration

Thinking of migrating to Australia? We have considerable experience in assisting business and skilled migrants secure their financial future in Australia.

Vantage Financial can provide advice on various migration areas including which visa best suits your individual situation, finding the right business to buy or in establishing a new business in Australia, or in general financial planning advice including obtaining a home mortgage, leasing a vehicle, personal superannuation or investment and tax options available to you.

Contact us for more information

Visa advice

The first step in planning your migration to Australia is applying for and obtaining a visa which will enable you to stay in Australia long term. Knowing which visa to apply for to suit your situation is a complex procedure. Our migration experts can offer specialist advice on all types of visas and help you to meet the visa requirements. These include business skills visas, family visas, general skilled visas, investor retirement visas, temporary or permanent residence visas.

Business migration

Our team at Vantage Financial is experienced in assisting businesses migrating or individuals wishing to establish a business here in Australia. These services include research and identifying suitable businesses for sale, including liaison with all relevant parties, valuation, negotiations and appropriate due diligence, obtaining finance for the purchase of or establishment of a new business, arranging purchase/lease of business vehicles/equipment, business plans and/or merger/takeover advice.

Financial planning services

Our advisors offer a full range of financial planning services, suitable for both individuals and businesses alike. Initially we will look at your current financial position and discuss your financial goals - both short and long term. We will then establish strategies that will work towards achieving these goals and will manage the implementation of these strategies for you. Most importantly we continually monitor and review your financial strategies to ensure they are working for you.

The key areas of financial planning we focus on are:

  • Investment - We look at all areas of your financial situation to come up with the best investment options for you.
  • Superannuation - Salary sacrifice, personal superannuation review service, corporate superannuation advice.
  • Personal insurance - full evaluation of your specific requirements, including income protection, trauma cover, life & total and permanent disablement.
  • Finance - a mortgage review (or establishment of a new mortgage). This involves assessing the current range of rates and products that may suit your needs. Other finance such as personal loans, credit cards and other debts will also be assessed.
  • Tax planning - there are many ways to reduce the amount of tax you have to pay. We will advise the most appropriate strategies to minimise your tax.