An unparalleled panel of high stature assurance advisers, global experts, with 50 years of assurance experience spanning four continents.
Mission
"Facilitating Financial Freedom".
Description
Avatar Global Limited prides itself in a holistic approach to assurance consultation, execution and the delivery of appropriate advice.
Personal portfolio reviews / recommendations to ensure cost effective risk cover aligned with current requirements, and for investments reduced fees, improved capital growth and ROI related to risk profile, financial objectives and priorities.
Wills – Single and Joint. New, or review and update existing to align with requirements and at no cost.
Cost effective individual Risk cover – Life, Disability / Physical Impairment (capital and income) and Severe Illness.
Business Assurance - addresses financial liquidity and security, and the sustainability of businesses in relation to shareholder and Buy and Sell agreements, Key Person assurance, contingent liability, loan accounts, future liability and compensation plans.
Investments – lower RIY / improved ROI. Local and Offshore, lump sums, recurring contributions, income producing, tax effective investment planning.
Estate planning to ensure liquidity, provide for dependents, and reduce Estate Duty and CGT exposure.
Retirement Planning, to ensure sustainability of retirement funding. Preservation Funds, Retirement Annuities, Living and Life Annuities.
Employee Benefits, Group Life and Disability, Severe Illness / Dread Disease Cover and Affordable Medical Insurance