ABOUT

Wealth is not the number. It is what the number lets you do.

THE NAME

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.

A name that describes rather than promises. We picked it because it makes a claim we can keep.

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.

adviser portrait — Matthew Brown

THE ADVISER

Matthew Brown

[Two or three paragraphs in Matthew's own voice — how long he has been advising, the kind of clients he works with, and what he thinks most advisers get wrong. Plain English, no superlatives, nothing we cannot evidence.]

[A short paragraph on why Avere exists as its own advice practice, and what it means for a client that planning and ongoing management sit with the same person rather than being handed between two.]

HOW WE WORK

01

We look first

A full picture of what you hold, counted honestly, before anyone recommends anything.

02

We say the cost

What it costs, what it will not do, and what we do not know. In writing, before you commit.

03

We stay in it

The plan and its ongoing management sit with the same people, reviewed on an ongoing basis against what actually happened.

LICENSING & CREDENTIALS

Conservative language is not timidity. It is the job.

AFSL
525361
ABN
[number]
FSG
On request
COMPLAINTS
Internal, then AFCA

Our Financial Services Guide sets out who we are, what we are authorised to advise on, how we are paid and how to complain if we get it wrong. Ask for it at any point — you do not need to be a client.