ABOUT AVERE
One view of the whole picture.
Avere Private Wealth brings strategic advice, wealth management, tax and business strategies into a single roadmap.
WHY WE EXIST
Most people building real wealth end up managing their own advisers. The accountant knows the tax position, the broker knows the debt, the adviser knows the investments, and nobody sees all three. The client fills the gap, usually by forwarding emails.
We built Avere to close that gap. We help Australian businesses and professional families hold on to what they have created and build on it sensibly. We collaborate closely with your accountant and your broker so you stop carrying the coordination yourself. One relationship, one view of the whole picture, one set of people accountable to you for it.
WHERE THE NAME COMES FROM
Two languages, one idea.
Avere carries its meaning in two directions at once. In Italian it is a verb, the plain act of having. In Romanian it is a noun, the wealth a person owns. Between them sits the whole business.
We chose a name that describes rather than promises. That was deliberate, and it holds for everything we write under it.
AVERE · ITALIAN
The verb, to have.
Ordinary, everyday, unglamorous. It describes the thing itself rather than the aspiration attached to it.
AVERE · ROMANIAN
Wealth, counted.
The assets a person owns. Not income, not appearance. The measured total of what is actually held.
WHAT WE STAND FOR
Wealth.
The assets you own, counted honestly. We talk about what is actually there, not what it could be under a favourable assumption.
To have.
Keeping matters more than getting. Tax, structure, timing and protection decide what survives, and that is where the work is.
Trust.
Built in small increments and lost all at once. We say what something costs, what it will not do, and what we do not know.
Success.
Defined by you, not by us. A paid-off home matters as much as a portfolio if that is what your family was working towards.
Teamwork.
We do the advice and deal directly with your accountant and your broker. You should never be the messenger between your own advisers.
HOW WE WORK WITH YOUR OTHER ADVISERS
If you already have an accountant and a broker you trust, keep them. We will work with them.
What changes is who carries the coordination. We talk to them directly, make sure the tax position, the debt structure and the investment strategy line up, and we tell you what was agreed. You stop being the middle of that conversation.
WHO WE WORK WITH
Business owners and professional families, usually in their thirties through their fifties. Mortgages, superannuation, children, and often investments already in train.
Our clients are capable people who are short on time rather than short on understanding. They want someone to bring the pieces together and stay accountable for the result.
LICENSING AND CREDENTIALS
- AFSL
- 525361
- FSG
- Available before we meet
- COMPLAINTS
- Internal, then AFCA
Our Financial Services Guide sets out the services we provide, how we are paid, and how to make a complaint. You can read it before we meet.
The first conversation costs nothing.
We use it to work out whether we are the right fit. Nothing more than that.