Financial Advice & Wealth Management
ABOUT AVRION WEALTH
Planning for Your Tomorrow, Today
Having a financial plan in place is something that most people overlook or think they will get to later. Often it gets placed in the ‘too hard basket’ and tends to get pushed further back on the to-do list or forgotten about altogether. But the impact of what a Financial Adviser can do you for today will compound over time. Whether it is having the right investments, making the right contributions or having personal insurance cover - these small things can have a significant impact on your tomorrows.
Offering a holistic approach to financial advice that is tailored to your goals and objectives, Avrion Wealth is here to help plan for those tomorrows, today.
Kevin Smith
Principal & Senior Financial Adviser
Kevin Smith is the Principal and Senior Financial Adviser at Avrion Wealth, and has over 15 years’ experience in the Financial Services industry. Originally from Durban in South Africa, it was a chance encounter in 2009 as a pedestrian against a speeding vehicle that changed his tomorrows and set in motion his move to Australia.
While in South Africa, Kevin completed his Bachelor of Commerce degree, and initially pursued a career as a Chartered Accountant, but the world of auditing didn’t grab him. Pivoting to financial advice, Kevin spend a few years working in the advice industry before that car accident that saw him move to Australia in 2011 and start work as a Financial Adviser with ANZ Bank in 2012.
Kevin initially started with ANZ in a town called Bowen in the Whitsundays and for two years he looked after clients in Townsville, Proserpine, Ayr, Mackay and Airlie Beach (where he met his wife). He then moved with ANZ to the Sunshine Coast for about three years, during which time he got married and became a father. A final move with ANZ brought him to Brisbane where he has settled with his wife and, now, two children.
In 2018, Kevin and his wife started a successful manufacturing side business that imports/exports high quality products into Australia and the USA. Kevin found a passion for running a business, and is now excited to be looking after his clients by offering them high quality financial advice and a high level of service through his own financial advice business.
Our Approach
At Avrion Wealth, our main priority is maximising your financial position, both for today and into the future. Our advice is tailored to each client and your own unqiue circumstances and goals, and it is supported by a broad range of services that will help you achieve your financial and personal goals.
tailored advice
Every client we work with is unique - and so too is the financial advice we provide them. Our clients range from business owners to young families and retirees (or those planning their retirement), and each of them has a different set of financial circumstances, goals and needs. That’s why we take the time to understand every aspect of our clients’ lives, from their superannuation to their tax affairs. It’s the only way to create a financial plan that is both meaningful and impactful.
An Expert Team
To deliver the best possible results for our clients, we are supported by a vast team of experts. This includes a Chief Investment Officer who spends every day ‘in the numbers’ and overseeing our investment portfolios; a Paraplanning team which turns the strategy and advice into a document that tells the story of how the advice will work; and a team of Implementation Assistants that work to make that story a reality. We are also backed by a Professional Standards team, ensuring that the advice we provide is compliant, of high quality, and in the best interest of our clients.
Ongoing Support
We’re with you for the long haul. Developing your financial plan is just the first step in our journey together - we’re here to be by your side, providing support every step of the way to ensure that your financial plan evolves to meet your changing needs and circumstances as well as product and legislative changes that may have an impact.
Transparent Fee Structure
Avrion Wealth operates on a fee-for-service basis. Just as your financial plan is custom-tailored to your individual needs, so too are the fees we charge. You only pay for the services we provide you, and all fees are disclosed upfront. We believe in being transparent about where your money is going at all times - even to us.
What We Stand for
These are the core values that underpin everything we do at Avrion Wealth - every service we provide, every client interaction, and every piece of tailored advice.
Our Clients Are Family
Our clients are our family - what’s important to you, is important to us. Your wellbeing is our number one priority and our main focus when helping you plan for your future.
Empowerment
Knowledge is power, and we’re here to empower you financially. We’ll ensure that you have all of the knowledge you need to make sound financial decisions for your future.
Leadership
We’re here to guide you on your financial journey, giving clear direction, advice, objectivity and a good old dose of encouragement to help you reach your financial goals.
Ongoing Improvement
We believe in the Japanese principle of Kaizen - creating continuous improvement based on the idea that small, ongoing positive changes (the 1% effort a day) can reap significant improvements.
BOOK AN OBLIGATION-FREE CALL
Would you like to take control of your Super? Get a better understanding of investing? Or maybe you’re unsure if you have the right level of insurance?
Let Avrion Wealth point you in the right direction. Book an obligation-free Introductory Call today, and let’s see how we can help.
