agfs intro pres 06.08
TRANSCRIPT
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THE AVANT-GARDE
GROUP
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AVANT-GARDE - La Lucia Ridge
• First Franchise in Natal, established 1996•
• CEO - Gary Minnaar 1982
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THE AVANT- GARDE GROUP
Avant-Garde Group
Business Assurance
&Corporate Planning
Medical Aid &
Gap Cover
Short Term
Insurance
Life Assurance
& Estate
Planning
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AVANT- GARDE - WHY US??
FIRST TWO QUESTIONS??
1 – What is your MAIN reason for working?2 – How many years
will you work?
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AVANT-GARDE - CLARITY
WE WILL ENSURE
THAT YOU KNOW WHERE TO AIM
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HAVE YOU MADE ADEQUATE
PROVISION IN THE
FOLLOWING AREAS?
Superior Service Delivery
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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
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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
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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.
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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”.
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Lets get planning !!
We thank you for your time.
Business Referrals