Realising Your Investment
Aspirations
Avitz Financial emerges as a symbol of innovation and expertise in the realm of finance. Our ensemble of expert professionals, endowed with extensive experience and a commitment to distinction, ensures your investment path is not only prosperous but also visionary and globally informed.
Welcome to Avitz Financial
At Avitz Financial Pty Ltd, our mission is to guide you towards financial success with unmatched expertise and integrity. Located in Victoria and regulated by the Australian Financial Services License (AFSL), we manage over AUD 2.5 billion in assets. Established in 2018, our team of 45 professionals is dedicated to delivering exceptional financial advisory services, specialising in stocks, shares, private equities, and IPOs.
The Avitz
Financial Journey
Since our inception, Avitz Financial has been driven by a passion for excellence and innovation in financial services. Our growth from a small team to a leading financial advisory firm is a testament to our commitment to providing strategic, client-focused solutions. Our expertise in managing successful IPOs and recommending high-growth investments has positioned us as a trusted partner for investors across Australia.
Why Avitz Financial?
Expertise
Our team brings years of experience in financial markets and strategic advisory.
Specialisation
We focus on private companies with promising growth prospects and potential for future IPOs.
Client Centric
Our advisory services are provided at no charge for purchasing, with a 5% fee on profits upon sale.
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For more information or to schedule a consultation, call our office or send us an email.
Our Expertise
At Avitz Financial, we are distinguished by our exceptional command in investment management. Boasting years of collective experience and a team of adept financial professionals, we are dedicated to navigating you through the complexities of the global financial landscape toward a flourishing future.
45+
Profesional Experts
6+
Years of Success
4k+
Satisfied Clients
$2.5
Billion Under Management
1
Our Skills
Avitz expertise synthesises financial acumen, global market insights, and strategic foresight. We craft personalized solutions that advance your financial wellbeing and success.
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2
Financial Mastery
Our team of financial maestros is committed to managing your wealth with unparalleled precision. We provide insightful guidance that charts a course towards your financial triumph.
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3
Global Market Insights
We open doors to global financial prosperity, meticulously formulating plans that not only optimize returns but resonate with your individual goals, paving the way for enduring success.
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4
Strategic Insight
Keeping abreast of the dynamic global financial scene, our team’s exceptional insight allows us to identify and capitalise on opportunities, positioning your investments for robust growth.
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5
Investment Expertise
Our investment experts artfully balance diversified portfolios and risk-return dynamics, aiming to maximise growth while ensuring stability, safeguarding your financial future.
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6
Risk Management
We prioritise your peace of mind. Our comprehensive approach to risk management protects your investments, enabling you to explore financial opportunities with confidence and security.
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7
Client-Centric Approach
At the core of our strategy are your goals and aspirations. Our client-focused methods are tailored to your needs, fostering a relationship built on transparency, trust, and mutual success.
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8
Innovative Strategies
In a constantly evolving financial world, our forward-thinking approach keeps us at the forefront, equipping your financial journey with innovative, future-ready strategies.
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9
Clear Communication
We emphasise transparent and continuous communication, ensuring you are well-informed and empowered in making decisions that align with your financial goals.
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"Our
Success
in facilitating numerous high-profile IPOs and delivering profitable recommendations underscores our dedication to your financial growth. Our cautious and thorough approach ensures that every recommendation aligns with your investment goals".
Get in touch to find out more
To find out more, or if you need assistance, please provide your contact information or reach out to us at: +61 (0) 3 7034 6251
