Avenue background

We tailor our advice to meet the needs of individuals, small to medium sized companies, superannuation funds and investment trusts.  

Avenue Capital Management was formed in December 2000 by a group of experienced, like-minded, financial planners. 

Built on a core philosophy of respect, honesty, integrity and professionalism, Avenue Capital Management provides quality investment and financial planning advice to a broad range of clients. 

We are not so big as to be impersonal, and we are not so small as to limit the extent or quality of our services. 

While respecting all existing relationships, our advisers work closely with other professionals such as accountants and lawyers to access specialist accounting, taxation and legal advice as required.

Avenue Capital Management is an Australian Financial Services Licence holder (# 232406) and a principal member of the Financial Planning Association of Australia (FPA). All Avenue Capital Management Authorised Representatives are also individual FPA members.

Services we provide: 

Financial Planning Advice

  • Tailored Investment Strategies
  • Comprehensive Written Reports
  • Reviews
  • Managed Portfolio Services
  • Estate Planning

Wealth Creation Strategies

  • Investment Advice
  • Negative Gearing
  • Regular Savings Plans

Superannuation and Rollovers

  • Maximising Retirement Benefits
  • Contribution Strategies
  • Self Managed Superannuation Funds (SMSF) - DIY Funds

Retirement Planning

  • Allocated Pensions
  • Annuities
  • Self Managed Retirement Funds

Personal and Business insurance

  • Life and Disability Insurance
  • Income Protection
  • Business Succession Planning
  • Key Man Insurance

Take the First Step

Many people leave it too late to start the wealth creation process. Others do not seek the right advice.

However, most recognise the need for a comprehensive financial plan to achieve their goals and dreams. It is just a matter of who you will work with to prepare and manage your financial plan. The Avenue Capital Management service is structured around a continual process of information gathering, communication, analysis, strategy development and review. The information gathering process starts from the first consultation and thereafter plays a key role in our ongoing relationship with you.

At Avenue Capital Management we focus on long-term relationships with all our clients. Your first step to financial freedom is to make an appointment to meet with an Avenue adviser.

Visit our Choosing a Financial Planner page for further information on how Avenue Capital Management can help you achieve your financial objectives.

To find out more about our financial planners go to our Branch Locations page.