HOLISTIC

financial planning

We are given many things in life for free. They're the things that we often take for granted – but they're crucial to living life.

One of these freedoms is quickly programmed out of us, and then when we are deemed responsible... it's thrust back into our hands. This freedom is the freedom of choice.

Being new to making our own adult choices, we often work inside of the obligations placed on us - which essentially limits that freedom of choice. Changing this mindset means that we need to ask different questions; questions that will bear the marks of our individuality. This is what I'm good at. Finding out who you are, who you want to be and then walking with you as you make and live by your choices .

If you're brave enough for this journey – then let's go!

Annelien van Aswegen

FINANCIAL ADVISOR

Suzaan Coetzee

ADMINISTRATOR

Yolande Geldenhuys

ADMINISTRATOR & MARKETING

Johann Boshoff

COMPLIANCE OFFICER

Andre Bruton

IT SPECIALIST

Martie Verster

CLAIMS

AVA Financial Concepts provides professional individuals like you with a comprehensive Financial Needs-analysis Study based on your current lifestyle and financial standing together with solutions in alliance with the varying Investment Products and Services offered by our upstanding associates.

We are passionate about your future and your Pre & Post Retirement Wealth Planning.

INTEGRITY

We guarantee you strict confidentiality and loyalty, professional and excellent service. We only have your best interest at heart when it comes to your wealth planning.

AWARD WINNING

Annelien van Aswegen has been rated as Number 1 and Best Financial Consultant in the PPS Group of Companies for the Gauteng Region. She has gained accolades such as Gold, Diamond, Honours, Masters and PhD Levels of achievement and service within the many partners and associates both herself and AVA Financial Concepts are accredited with.

KNOWLEDGE

With more than 20 years’ experience in the wealth planning industry, we are more than capable to direct you to take profitable steps towards your future.

OUR PROCESS

explore | create | choose

EXPLORING YOU

Most financial plans begin and end with the products. Your plan needs to begin and end... with you.

CREATE CHOICES

Having asked the right questions about your life, we will research and create the financial choices that you can choose to best suit you.

CHOOSE

With a clear understanding of who you are, and what you want, you can make powerful and informed choices.

REVIEW AND ENHANCE

Your life will keep changing, and you should be able to change your choices too. We can review your plan and enhance it when needed by exploring, creating and choosing.

WORKING TOWARDS YOUR FUTURE

Empowering you to create
the choices you need to make.

RECOMMENDED BY

hear it from our clients

For the past few years, Annelien has established a warm, reliable and professional relationship with my husband and I for brokerage consultation services that we can trust. She always offers sound advice, with consideration of all aspects of our portfolios and market trends, as well as the pros and cons of short and long-term decisions.

We can count on her to regularly meet with us for updated status reports, when we review our products’ performance, as well as lifestyle changes, should it impact our existing investments.

Gerda Venter

I have known Annelien van Aswegen for many years, not only is she my financial adviser but has also become a good friend that I trust. Annelien regularly provides updates and has always been available to answer any questions or to explain different options within my portfolio.

Annelien can be trusted to make sure that your Financial portfolio is on track with your needs.

Laetitia Gelderblo

Annelien and her team are truly excellent in their service delivery with us as her business partners. They are always friendly and very quick to assist with whatever assistance we need. I can recommend them any time, to anyone. Thank you for your remarkable service that you always give.

Christian Herbst

Annelien has been a mentor and huge inspiration to me for many years, ever since I began my own career in the financial industry.

Her warmth and personal approach to her clients, as well as her wealth of knowledge, tenacity and integrity are just a few of her best attributes.

Annelien and her team are outstanding experts who continuously go above and beyond. I would sincerely recommend them to anyone looking for a trustworthy counsel.

Tracy Blom

Annelien van Aswegen has been my financial advisor since 2013. Initially I was impressed by the professional service she provides, but since then the relationship became more than merely what is expected from a business partner. I look forward to her visits as she keeps in regular face-to-face contact and keeps me informed of not only my own investments, but also new services on offer. I trust her explicitly and can recommend her to anyone. Thank you Annelien and team for your professional service.

Dr Madri Jansen van Rensburg

Financial Advice that is tailored
to you and your choices.

CONTACT US

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AVA Financial Concepts (Pty) Limited is an authorised Financial Services Provider: FSP No. 48924. Please do not hesitate to Contact Us if you need more information on AVA Financial Concepts (Pty) Limited.

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