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When you need to get your Financial advice right - You need Avanti Advisers

Financial Advice

Do you have questions like?

Will my investments support my cashflow when I retire?

What should I be doing with my money?

Is there a smarter way to structure my financial affairs?

What We Do

  • We work with you to improve your financial affairs
  • Review your goals and structures with a view to improving the situation
  • Portfolio Management
  • Personal Insurance reviews
  • Investment placement

Yes We Can

  • We can look after your personal insurances
  • We can look after your investment portfolios
  • We can refer you to a Tax Agent
  • We can refer you to an SMSF Administrator

How does it work ?

  • We start by getting to know you
  • We find out what's important to you
  • We review the options
  • We implement solutions

Who is Avanti Financial Group?

We are a boutique financial advice firm set up to look after clients. The advisers of the group have varied experiences and different strengths. This allows you to get a lot more experience as we peer review our clients situations to deliver the maximum possible for each situation. The advisers are proud of their achievements for their clients having seen many successfully transition from working to comfortable retirement. You’ll find information on each adviser below.

Jonathan Alchin

Jonathan Alchin

B.COM, DIP FP, DIRECTOR

Having moved from accounting for SMSF’s into the financial advice world back in 2004 I have been working with clients thru many different economic cycles. I work with my clients to maximise wealth via superannuation and investments. I have many clients that probably look like you but we understand everyone is different and what’s right for one client is wrong for another. Contact our office for a confidential chat.

Tristen

Tristen Cosgrove

B.COM, DIP FP, DIRECTOR

With 25 years’ experience in the financial services industry including 3 years as an accountant specialising in SMSF’s and 22 years as a financial planner, I love to find and create financial solutions for clients that meet their overall needs. I like to explain complex ideas simply to clients so they can make better financial decisions for themselves.

I have always had a keen interest in investments, how the world of money actually works, and how it can work for people.

Leon

Leon Jones

B.COM, DIP FP

I’m a financial adviser and money mentor. A co-founder of Avanti Advisers, I live in the Hunter Valley in NSW with my wife and three daughters.

Since 2001 I’ve been helping families and business owners clarify what’s important to them, sort out their finances, and make the most of their money.

Sam

Samuel Schmarr

B.COM, DIP FP

For as long as I can remember I have always had a strong interest in finance and investments – so much so that the first book I ever remember finishing was called ‘the ABC’s of stock investing’ – at age 6 while on holidays in Noosa.

It is my goal to empower and educate the next generation to grab their future by the scruff of the neck and make decisions today that their future selves will be thankful for!