agfs intro pres 06.08
TRANSCRIPT
THE AVANT-GARDE
GROUP
AVANT-GARDE - La Lucia Ridge
• First Franchise in Natal, established 1996•
• CEO - Gary Minnaar 1982
THE AVANT- GARDE GROUP
Avant-Garde Group
Business Assurance
&Corporate Planning
Medical Aid &
Gap Cover
Short Term
Insurance
Life Assurance
& Estate
Planning
THE AVANT- GARDE GROUP
AVANT- GARDE - WHY US??
FIRST TWO QUESTIONS??
1 – What is your MAIN reason for working?2 – How many years
will you work?
AVANT-GARDE - CLARITY
WE WILL ENSURE
THAT YOU KNOW WHERE TO AIM
HAVE YOU MADE ADEQUATE
PROVISION IN THE
FOLLOWING AREAS?
Superior Service Delivery
OUR “INTEGRATED APPROACH”
1. FINANCIAL PLANNING
2. TAX PLANNING
3. MEDICAL AID
4. GAP COVER
5. SHORT TERM
6. Will & ESTATE PLANNING
Ensuring your dreams & goals don’t die with you / meeting
your goalsMaximising your Tax Benefits?
Cover for hospitalisation
Cover the shortfalls
Car / Household/ Business Risk Cover
Effective planning of wishes
PLANNING YOURFINANCES FROM
FOUNDATIONS TO ROOFMedical and Hospital CoverIncome / Capital Disability
Dread Disease
Life
CoverLife
Cover
Retirement
Children’s Education
New Cars
Overseas Trips
Home Improvements
Architects
For your
Financial
Future
Where to from here? BUILDING A LIFE LONG
RELATIONSHIP I PROVIDE YOU PROVIDE
A state of the art computerised FinancialNeeds Analysis.
Accurate financial details to ensure a professional analysis.
A professionalapproach in servicingyour portfolio.
A honest & mature approach in evaluating your financial future.
Long term value added service – not a once off sale.
Personal referrals based on your experience.
A regular review of your financial affairs.
A situation of implicit trust in me to advise me should others approach you.
Service Agreement
VALUE ADDED – “Integrated Approach”
Needs analysis and risk profiling to match your personal risk profile. At least one personal review per annum.
A two way relationship.
All your financial requirements under one roof.
A phone call away
“MORE THAN ADVICE”.
Lets get planning !!
We thank you for your time.
Business Referrals