Avant Financial ServicesLogo Design Contest

FYI:
VISION STATEMENT (What we are working towards)
To be the leading independent financial planners in Perth for self-funded retirees and those striving for a self-funded retirement.

MISSION STATEMENT (How we achieve the vision)
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.

CORE VALUES (How we operate - day in, day out, 24/7)
* Dedicated – We make ourselves available, act professionally and are 100% committed to our Clients.
* Knowledgeable – We continually study. We also observe and investigate the world for facts and ideas that can improve the wealth of our Clients.
* Trustworthy - The well-being of our Client is always at the forefront in our advice. We operate with the highest standards of integrity.