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About Us

Our Aim Is To Help You Achieve Your Future Goals And Objectives While Taking The Worry Away.

Financial Advice can be a minefield of explosive decisions, get one wrong and it can have a long lasting impact on your future financial well being. Whether this be getting the right investment strategy or ensuring you have the appropriate Insurance Policy in place to protect you and your family.  Getting advice that looks at both of these areas in a holistic manner is always important but not as important as working with someone who has your best interests at heart.

Like most advisers, we understand and believe in the principle of diversification. Not only to help reduce the volatility (Risk) of an Investment Portfolio but to help achieve better returns. However what makes us different is we don’t focus just internationally, but here at home. Often, the promise of greater returns and better diversification leads to a large exposure to international assets, so here at Avenue Advice, we pride ourselves in a portfolio diversification strategy which has a New Zealand and Australian Bias.

Modern portfolio theory dictates that you should have only a small exposure to this area, however there are a range of factors that make a home bias more enticing, including the fact that both the New Zealand & Australia economies are strong, diversified and stable. Compared to many other countries our Government Balance sheets are well managed and central banks independent, so the safe haven of Australasia in times of volatility cannot be discounted. The added result of this is also removal of a large part of currency risk.

We focus on managers with a proven track record of investing in well run listed companies, have a history of active management and apply a degree of ECG overlay on their process. ECG (Environmental, Social, and Governance) refers to the three central factors in measuring the sustainability and societal impact of an investment.

NZ & Australia Bias

NZ and Australian Markets only make up around 1.75% of the entire world, yet they are well managed and have clear legislation.

Reduce Exposure

Our approach allows you to have a strong, diversified portfolio, you have 11 choices to choose depending on your risk profile and investment time frame.

11

Model Portfolios

+2.45

Growth Return August 2020 (%) Net of Tax and Fees

7.75

Growth Return Last Quarter (%) Net of Tax and Fees

+5.65

Growth 6 Month Return (%) Net of Tax and Fees

+6.12

12 Month Growth Return (%) Net of Tax and Fees

The Avenue Growth Portfolio has an Asset Allocation of 80% to Growth Investments (Shares and Property) and 20% to Income Investments (Bonds and Cash).

Note: Past performance is not indicative of future performance.

Our Director - Gavin Busch

Gavin gained his Bachelor of Commerce degree from the University of Auckland in 1999, majoring in Economics and Financial Accounting. He has also completed his Graduate Diploma in Business Studies (Personal Financial Planning) through Massey University. Gavin is a Certified Financial PlannerCM Practitioner, a member of Financial Advice New Zealand (FANZ) and the New Zealand Trustees Association as well as an Associate Member of the Institute of Directors.

Gavin is an Authorised Financial Adviser (AFA), FSP 7061. This was presented to him at a formal ceremony in December 2010 acknowledging the first AFA’s in New Zealand.

Gavin has extensive industry experience, working for 20 years as an adviser at NZFP where he provided specialised retirement planning, investment advice and personal risk management solutions. In 2019 he established Avenue Advice to build and provide New Zealand and Australian centric managed portfolios to New Zealand investors.

On a personal level, Gavin believes that the decreasing financial support provided by the Government and the increasing awareness among the community that you must provide for yourself has led to the retirement and personal insurance issue becoming ever more complex. KiwiSaver has helped provided part of the solution but will not fill the asset gap for the large majority of middle to high income earners in the future. While strains on the health system will continue to grow, emphasizing even more the importance of taking ownership of ones own risk needs.

Gavin is married, has two daughters and a son, and lives in Devonport on Auckland’s North Shore. He is a current member of the Devonport Rotary Club and has filled many roles during his 20 years of being a Rotarian. He is presently Chair of the St Leos Primary School Board and recently joined the NZ Fire service as a Volunteer Fireman. His interests include fine wine and dining, along with outdoor pastimes such as fishing, diving, tramping and hunting.

Client Testimonials

What people and our clients say about us.

Ian B.

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.

Frances S.

Gavin has been my financial adviser 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.

Chris and Kevin

Gavin has been our adviser for over 15 years. We have always found him to be knowledgeable and professional. He has managed our funds with individual care for our needs and we would have no hesitation recommending him to others. Gavin is a very approachable man and we now consider him a friend as well as our adviser.