Financial Advice

Future proof technology
& customer centric products

Avana`s Financial Advice

Our financial advisors are carefully screened before being invited to join the Avana Community of Advisors. You can expect to receive high quality service from our financial advisors. The service level is centred around your current realities, future life, financial goals, and your risk tolerance. While financial advisors are qualified to provide financial advice to you, at Avana we believe that you should take responsibility for your financial decisions and protect and grow your wealth. Hence, Avana financial advisors are similar to coaches, who enable you to see risks, opportunities and possibilities to match your personality and your goals. To enable our clients to take responsibility for their financial future we present various activities, namely:
Financial Litrecy

Financial Literacy

These events and tools enable you to learn how to improve your knowledge and understanding of the factors that affect your decisions regarding financial matters.
Statment of Advice

Statement of Advice

You shall receive your statement of advice and we shall review it before it is implemented. This ensures that you receive the right advice and our advisors achieve the required service level.
 
News Letter

Newsletter and Periodical Updates

This enables you to keep up to date what changes that impact you and your financial future.

Check out our events page to find out if you would like to participate in any of our upcoming live or virtual events.

You can download our Financial Services Guide designed to guide and assist you with your financial needs.

You can use our location-based tool to find a financial advisor nearest to you or you can complete this Form to allow us to assign one to you.

Should we fall short of your expectations, please let us know and we promise to make it right. You can lodge a complaint here. Please give our advisors a chance to improve and learn or make it right before an issue escalates to us.