Wealth that works
as hard as it is earned.

We are Advanta Wealth.
Worth knowing.

Planning for your future is not a game of chance. It needs the guiding hand of someone who takes the time to understand you and your aspirations. At Advanta Wealth, our role is to provide expert insight and guidance, so that you are never alone in conquering whatever financial decisions life throws your way.

Craig Webster CEO, Advanta Wealth

4.93 average rating by our clients

“Got involved with Advanta just prior to the pandemic and worked with them under unprecedented circumstances. During this time I received a flawless and professional service with a personal touch.”
Client: Mr Rodgers

Working with us

Every one of our clients has their own unique story. At Advanta Wealth, we take the time to get to know and understand our clients: what makes you tick, your aspirations, and what you’d like to achieve.

Our highly qualified team of specialists are also specialists on you. That’s because we’re invested in developing abiding personal relationships.

We take a long-term view, working together to ensure we’re always a trusted partner whom you can turn to for advice. We take our role very seriously, and we’re proud to have our expertise and accomplishments certified by the prestigious Chartered Financial Planners accolade by the Personal Finance Society, the gold standard for financial planning firms.

Gold-Standard-Chartered-Financial-Planners-Logo awarded to Advanta Wealth

Meet your wealth specialists

Our clients benefit from a unique and professional service delivered by a team of experts, many of whom they know by name.  That’s because we believe in personal, lasting relationships built on trust. 

How we can help

Chartered Financial Planners

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