Avant provides clients with a complete financial planning service for all their individual and business financial planning needs. We offer the experience and sophistication of a large, institutional firm, with a level of attention and client service only a boutique, employee-owned financial planning company can provide.
We are committed to acting in your best interests and will further your interests as opposed to others. Avant is a Principal Member of the Association of Independently Owned Financial Planners (AIOFP).
We understand that each client has their own unique needs and that by consulting with us they give us their trust and confidence. In return we ensure a full understanding of their position before carefully considering the options available and making any financial planning recommendations.
|Some of the areas we provide advice on are:|
1. Receive objective and realistic advice which is free from product provider influence.
2. Work with someone who is dedicated to you and your unique needs.
3. Get results - based on Avant's knowledge, experience and determination to recommend the financial products and services that will bring their clients financial success.
The quality of our service and attention to your individual financial planning requirements can only be fully appreciated by first-hand experience. We hope to be given the opportunity to provide that experience.
Before providing advice, we ask ourselves...
1. Is it in the clients best interests?
2. Would we offer the same advice to our own family?
The Resource Story - An excellent article by Rob Bishop (resource analyst at Investors Mutual) on the resources boom. February 2014.
What is the difference between concessional and non-concessional contributions - An article providing a simple explanation of the key differences. February 2014.
Trauma Insurance - What is it and why you need to consider it? January 2014.
Avant: The name given to the experienced voyageur who paddled at the very front or bow of the canoe. The Avant watched for obstacles and changes in the river and set the pace for the paddling.
Avant-Garde: A term borrowed from the French signifying the small part of the population of artists and thinkers whose ideas and techniques are in advance of the mainstream. It was originally a military term literally meaning "front guard", to signify the scouts who travelled in front of the army to see what was ahead.
Avanti: An Italian word meaning 'Forward'.
The arrow in the logo signifies not only moving forward, but also looking ahead for any obstacles or turbulence.
If you are considering a change, please make contact as Avant may be the perfect fit for you.