Financial Planning

As our financial planning division of GFA, the role of Avanti Financial is to provide tailored financial strategies that will successfully build, manage and protect your wealth.

We have a nice and easy stress free process so let us help you create some financial freedom.

Do you have a retirement plan? Is your super working hard enough? Are your insurance policies right for you and your loved ones? Have you got the right investments for you? Need investment ideas?

Let us provide honest, professional advice tailored to your needs.

Family business specialists

Risk Management

There’s a lot of peace of mind in protecting whats yours! Risk insurance helps protect you against events that can put unnecessary financial stress on you and the family. Did you know:

  • 1 in 2 Australian men and women will be diagnosed with cancer by the age of 85
  • 83% of people insure their cars yet only 3% insure their income
  • One in every four women and one in every six men will be off work for more than six months because of a disability during their working lives

We can work with you and your family to develop a detailed risk plan. Then, if there is ever a claim, we will be there to provide your family with the help and support when you need it most.

  • Life & TPD Insurance
  • Keyman insurance
  • Trauma insurance
  • Income protection insurance
  • Business recovery insurance


Investing is like a journey. This means you need to know where you are going, have the right vehicle to get there and good directions.

Avanti Financial can help you work out where you want to go financially, how you can get there and what investment vehicle will suit you best.

We want you to feel at ease during the journey by having someone at your side who understands what you’re trying to achieve.

  • Wealth creation
  • SMA (Separately Managed Accounts)
  • ETF’s
  • Tax minimisation
  • Share Portfolio
  • Managed Funds


Is your super working for you?

Superannuation legislation is a complex area. Ensuring your super is the right fit for your needs, and working at its full capacity, is vital.

With so many products to choose from and so much information in the media, what super fund is best for you?

We will help you with the following:

  • Determining how much you may need for retirement
  • The best combination of ways to get money into superannuation
  • Provide the best combination of ways to add value to your fund.
  • SMSF – GFA Financial Planning outsources SMSF administration to GFA Accountants & Business Advisors

This website is published by Graham Finch and Avanti Financial Pty Ltd. Graham Finch AR 245928 and Avanti Financial Pty Ltd CAR 1288394 are authorised representatives of Wealth Today Pty Ltd (ABN 62 133 393 263), AFSL 340289. The information contained in this website and any of the resources available through it including eBooks, fact sheets and seminars (‘Content”) has been prepared for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances or needs of any individual have been taken into consideration in the preparation of the content. Financial products entail risk of loss, may rise and fall, and are impacted by a range of market and economic factors, and you should always obtain professional advice to ensure trading or investing in such products is suitable for your circumstances.

Under no circumstances will any of Avanti Financial Pty Ltd, Wealth Today Pty Ltd, its officers, representatives, associates or agents be liable for any loss or damage, whether direct, incidental or consequential, caused by reliance on or use of the Content. This Content is restricted to Australian residents and is for the intended recipient only. From time to time, Graham Finch and Avanti Financial Pty Ltd representatives or associates may hold interests in or transact in companies or products mentioned herein, and may receive fees or other benefits, in connection with the making of any recommendation or facilitating a transaction in such companies or products.

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