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Testimonials

We are recognised as leaders in our field and there is no better reterence than our clients' say

They can tell you more about what we can do for you

A couple of years ago, we experienced a family tragedy, which left a family member in a vulnerable financial situation. Having two small children and their future to think of, we were fortunate enough to be introduced to Ron and the Vantage team. With Ron and Graham’s guidance we have now made a few investments and acquired personal insurance that has given us peace of mind and should ensure our children’s future. Not to mention our own earlier retirement. Thank you for your time, wisdom and leading us in the right direction in so many levels.

- - Sof & Yoita A, Glen Waverly VIC

Through Vantage I have had amazing opportunities for investment. I have found their work to be exceptionally professional. They think outside the square and have contacts with major investors who work with the “little people”.

They conduct educational seminars where I have improved my understanding of what it means to invest. Unlike other ‘investment clubs’ I had heard from, Vantage does more.

They offered me a complete package from asset protection to superannuation. Ron and his team have spent many hours with Lisa and I, discussing, planning and evaluating how we will reach our goals. They even filled out the countless forms so all we had to do was sign them!

- Nick & Lisa M, Vermont VIC

From the time we came to you looking for some guidance on how we should plan for a future for our families, we have felt comfortable in the knowledge that you, and the team at Vantage have our interests at the heart of all recommendations, and also specific to our profile, rather than a ‘blanket’ solution which seem to be the at the core of other recommendations put to us in the past.

- - Craig L, Ormond VIC

As clients of Vantage Advisory, my wife and I were keen to ensure that our personal insurance needs would be completely taken care of to ensure that our future financial plans would not be ruined in the event of some unforeseen medical or health issues.

Vantage was able to design an insurance portfolio that covered all our current and future needs, but most importantly was able to utilize our Self Managed Super fund to hold some of our cover. This provided us with some important cash flow and taxation benefits which enabled us to have the insurance portfolio that we need.

- - John & Lyndel A, Mont Albert VIC

Ron's financial advice has always been honest and savvy.

Whereas bank advisors and other analysts continually talk up their (high-commission) investments, Ron's intuition and research have pre-emptively confronted the brutal reality of the Global Financial Markets and continually found new opportunities for his clients.

- David S, Melbourne VIC

I have known Ron Kucharski for about 6 years. As a business owner I have always found his professional advise to come from an intelligent and caring place.

Ron communicates in easy to understand language so that you understand your investments. You quickly learn that he offers true independent advise unlike many other financial planners who promote certain bank or fund manger products.

His overall approach is more than gaining wealth; it's about enjoying your wealth as a holistic approach. Because of this I have referred many people to him. They have been amazed by his innovative approach to one's relationship with money and the creation of wealth.

I highly recommend his services to anyone who is serious about making money and enjoying financial wealth.

 

- - - - Julie R, Melbourne VIC

Since we have been part of the Vantage Group, we have had many opportunities to invest as we felt ready, and now have a profitable portfolio.

The level of documentation and planning Vantage run to is really comprehensive, and there is always supporting material provided to do more reading on any particular investment strategy, so we know Vantage is using our money well

- Steve & Rosalinda B, Tecoma VIC

Thanks for the great news on Sturt St (property syndicate), absolutely fantastic result!

Thank you so much for the opportunity to invest and your ongoing advice. Many thanks once again

- - - Barry O, Box Hill VIC

Sally and I sat down recently to reflect on the current economic situation and its potential impact on our plans.

During this discussion we realised how much better off we are as a result of the advice provided by you and your team.

Additionally, the service and information your team have provided has made the issue of managing our own superannuation fund a non-issue.

We have been very happy with the partnership and would recommend the team to anyone in need of some good financial future-proof.

 

- - Peter K & Sally D, Brisbane QLD

"The consultation we received from Vantage in relation to the Darwin market and his research with BIS Shrapnel gave us the confidence to purchase in the Northern Territory.

This was a fantastic decision as the market is now up 40%.

Selling residential property in Melbourne has also proved to be a brilliant move as the investment dollars are rapidly appreciating in alterative growth assets"

- - Robert & Meredith P, Calgary Canada