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?
Corporate Governance takes a back seat? - An article on why the super funds and fund managers need to get more active with their proxy votes. June 2014.
2014 End of Financial Year Planning Guide - Check that you have done all you can do in regards to tax and superannuation planning. June 2014.
2014 - 2015 Federal Budget Analysis - Read about what impact of the Federal Budget will have on you. May 2014.
Money Myths - How Good Are You? - Research from Charles Schwab shows that regardless of how confident you feel on financial matters, there is likely great deal you don't even know you don't know. May 2014.
Don't Invest With Anyone Under The Influence - An article highlighting that 85% of financial planners are licensed through product providers, and why you need to be aware of this. April 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'.
If you are considering a change, please make contact as Avant may be the perfect fit for you.