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Financial planning & wealth management

Experience. New Thinking.

Expert financial planning and wealth management advice for Australians seeking to build, grow, and protect their financial future

At Exant Advisory, our comprehensive approach goes well beyond simple investment advice. We recognise the value of your hard work and are passionate about helping you secure and enhance your lifestyle through strategic, personalised solutions.
Our advisers draw on years of industry experience, embrace new thinking to ensure every client receives tailored wealth management guidance that reflects today’s ever-changing financial landscape and legislative requirements.
Our advisers leverage extensive industry expertise and utilise the latest strategies. This approach guarantees that each client receives bespoke wealth management advice, carefully tailored to their individual circumstances and aligned with the dynamic financial environment and current legislative standards.
We offer financial planning services that are flexible and adaptable to your unique goals, whether you’re preparing for retirement, protecting your legacy, or navigating the complexities of business ownership. Our mission is to empower you with clarity, confidence, and peace of mind, helping you understand your options and make informed decisions at every stage of life.

Our financial planning and wealth management solutions

Wealth creation

  • Portfolio construction and management
  • Structuring for investing
  • Superannuation contribution strategies
  • Advice on shares and managed investments
  • Strategic property investment advice

Retirement planning

  • Retirement lifestyle planning
  • Strategies to minimise or eliminate tax in retirement
  • Superannuation pensions / lifetime income streams
  • Investment portfolios specific to funding retirement income
  • Maximising Centrelink entitlements

Strategies for business owners

  • Insurance planning strategies specific to business owners
  • Key-man Insurance
  • Buy-Sell Agreements, structuring and implementation

Wealth and estate planning

  • Life insurance, TPD, trauma and income protection advice
  • Business succession planning including Buy/Sell and Key man
  • Estate planning and asset protection advice

Cash flow debt management

  • Setting budgets and monitoring cash flow
  • Strategies to accelerate debt repayment, restructuring and managing debts
  • Salary packaging advice

Other services

  • Dealing with inheritances
  • Strategies for philanthropy and charitable giving
  • Aged Care advice and financial impacts of entering care.
  • Advice regarding redundancy packages
  • Effectively managing tax on disability payouts
  • Lifestyle planning/consulting on important financial decisions

What financial advice can we provide?

Exant Advisory is authorised to offer financial product advice and facilitate transactions for both retail and wholesale clients across a broad spectrum of financial products. Our experienced team provides guidance and actionable solutions in areas including:
  • Securities (ASX-listed shares and more)
  • Comprehensive superannuation advice covering self-managed, personal, and corporate super funds
  • Managed investment schemes and investor directed portfolio services (including managed funds, master trusts, and wrap accounts)
  • Margin lending facilities
  • Retirement savings accounts (RSA)
  • Government-issued debentures, stocks, or bonds
  • Deposit and payment products
  • Life insurance products (investment and risk insurance)
Our advisers keep pace with the latest legislative changes and compliance requirements, ensuring your strategies are both innovative and fully compliant. By working closely with you, we clarify your business and personal goals, demonstrate options through financial modelling, and craft tailored solutions that protect your wealth and legacy for future generations.

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Meet our financial planning and wealth management expert

Our leadership team brings together some of the most experienced and trusted advisors in the industry. Get to know our partners.

Let’s talk about what’s next and beyond

If you’re ready to discover how experience, and new thinking can help you achieve your financial ambitions, contact Exant Advisory today.
Our other services

Experience. New Thinking across every service

Beyond numbers and compliance, Exant Advisory brings strategic insight to every facet of business. Explore our other services and discover how our experience, new thinking and our collaborative approach work together to support your long-term growth and success.
Exant Wealth Pty Ltd and its advisors are Authorised Representatives of Radius Wealth Pty Ltd ABN 32 644 248 488 AFSL 530 266
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