We take pride in building lifelong relationships with our clients. The Xantias wealth management program ensures that we take the time to understand you, explain how we operate, and what you should expect. You can feel confident that we understand your values, objectives and individual circumstances. We specialise in strategies for legal, accounting, medical and dental professionals, and consulting senior executives.
We build trusted partnerships.
Personalised and tailored
Xantias Financial Management is financial advisory firm dedicated to enhancing the financial lives of our clients through quality service and advice. We take the time to understand what’s important to you so we can develop practical and innovative financial solutions to suit your lifestyle aspirations.
Innovative and exclusive
Xantias takes an innovative approach to financial services. We can provide access to traditional investments that include direct equities and managed funds. At Xantias, we also provide clients with exclusive investment opportunities including property development syndication and private equity placements.
Your Xantias adviser oversees the management of your financial strategy, and has the support of a specialist team to provide coordinated financial management. Together, we ensure that every detail in the delivery of service to you is professionally managed in a personal and timely manner.
Independent and objective
Our commitment is to deliver high quality personalised advice. We are independently owned and not aligned with any single financial institution. Our advice is based on providing the best solutions for achieving your goals, not selling products.
At Xantias, we pride ourselves on protecting the best interests of our clients. By dedicating more time to fewer clients, our advisers can work closely with you to provide proactive, personal advice and lasting relationships. Our clients are typically busy professionals and senior executives who expect a high level of personalised service and accountability from their adviser.