The Avant Financial Difference

It is estimated that about 85% of all Financial Planners are associated or owned by the banks and large financial institutions.

Avant Financial is different to many financial planning practices as through Avant Financial Solutions it holds its own Australian Financial Services Licence (436740). This licence is issued by the Australian Securities and Investments Commission (ASIC). Avant Financial’s advisers act for you and not for any life insurance company, fund manager or bank. We are committed to acting in your best interests and will further your interests as opposed to others. Our advice to you will be appropriate for your relevant circumstances and leave you in a better position. We are committed to you and your family.

Please note, Avant Financial has no affiliation with Avant Mutual Group; a medical indemnity insurer.

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Financial Planning

Whether you set out to create wealth or preserve it, you need the right strategies and the right attention. The advice you seek must adequately reflect your desires and fears. Getting this advice right now, will ensure financial stability later in life. Our services in this area are extensive, backed up by one of Australia’s most modern dealer groups.

Superannuation

The importance of the product is often understated. No matter how old you are, superannuation will form the nucleus of your financial stability in retirement. Some of us may spend half our adult life in retirement, so it is imperative that you structure this product correctly. Out extensive product range ensures we have access to a fund which is appropriate for you.

The Avant Financial Difference

  • Receive objective and realistic advice which is free from product provider influence.
  • Work with someone who is dedicated to you and your unique needs.
  • Get results – based on Avant Financials 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.

Dedicated

We make ourselves available, act professionally and are 100% committed to our financial planning Clients.

Knowledgeable

We continually study. We also observe and investigate the world for facts and ideas that can improve the wealth of our financial planning Clients.

Trustworthy

The well-being of our financial planning client is always at the forefront in our advice. We operate with the highest standards of integrity.

Services We Provide

Avant Financial 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 Financial 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.

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What's in a name ?

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’.

Our Vision

To be the leading independent financial planners in Perth for self-funded retirees and those striving for a self-funded retirement.

Our Mission

We aim to be seen as the leading independent thinkers and operators in a conflicted financial world. We focus on our Client’s holistic needs rather than transactions and offer objective, tailored financial advice. We seek to understand what is important to our Clients and then be understood when making recommendations. Above all, we help Clients feel confident about their retirement plans.

Testimonials

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Would you like to speak to one of our financial advisors over the phone? Just submit your details and we will be in touch shortly. You can also e-mail us for any further concern.