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FINANCIAL PLANNING

Located On The North Shore, At Avenue We Pride Ourselves In Our Ability To Deliver Financial Peace Through Responsible Investment In Local Markets.

About Us

Avenue's goal is to assist clients in achieving their lifestyle goals now and in the future through investment in local markets.

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Our Clients

Avenue helps individuals at all different stages of life, from just starting out, to having a family or even if you're no longer working.

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Our Services

Avenue provides multiple services, all to help you have a strong financial position not just now, but also in the future.

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Our advice can help you better your lifestyle, year after year, and truly set you up for success. To book in a consultation, please send us your info, by filling out the form.

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Balanced Approach

We understand the importance of growing your net-worth, whilst also minimising risk. We employ a balanced approach, where we diversify among both NZ & Australia and worldwide assets.

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Personal Approach

We work with you to find an investment strategy that allows you to achieve both your short, and long-term goals. We are always looking to the future, but never want to sacrifice the now.

Looking For More Information?

Client Portal

Visit our client portal page to access all relevant financial pages involving Insurance, Kiwisaver and Portfolio Servicing
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Regular Reports

Read more information about Economic Outlooks and Manager Updates by visiting our Reports section here.
Read Our Reports

About us

Advice earned through both domestic and international experience.

Unlike most advisers, Avenue doesn’t just focus internationally, but also here at home. Often, the promise of great returns leads to a large exposure to international assets, so here we pride ourselves in our portfolio diversification strategy which has a New Zealand and Australian Bias.

 

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Financial Planning Experts

With 20 years of experience, helping individuals
& businesses achieve financial wellbeing

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Gavin thank you for all the efforts and great work in providing business advisory and support to myself and our Investment Trust.

You took the time to understand the outcomes we wanted, and to look at our current business operation.

Implementing your advice and following your plan and suggestions has resulted in a positive outcome and has been very appreciated. We would recommend you and your firm to anyone who wanted solid, dependable and well thought out advice as to how to grow their business, reduce their risk and provide a mechanism to consolidate their financial position.

Ian B.

Gavin has been my financial advisor for over 20 years and in that time has proactively assisted me in making  the best decisions re my portfolio and financial planning.  He is totally trustworthy and a delight to deal with.

Frances S.

We Deliver Financial Peace Through Responsible Investment In Local Markets

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