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THE AVANT-GARDE GROUP

AGFS INTRO PRES 06.08

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Page 1: AGFS INTRO PRES 06.08

THE AVANT-GARDE

GROUP

Page 2: AGFS INTRO PRES 06.08

AVANT-GARDE - La Lucia Ridge

• First Franchise in Natal, established 1996•

• CEO - Gary Minnaar 1982

Page 3: AGFS INTRO PRES 06.08

THE AVANT- GARDE GROUP

Avant-Garde Group

Business Assurance

&Corporate Planning

Medical Aid &

Gap Cover

Short Term

Insurance

Life Assurance

& Estate

Planning

Page 4: AGFS INTRO PRES 06.08

THE AVANT- GARDE GROUP

Page 5: AGFS INTRO PRES 06.08
Page 6: AGFS INTRO PRES 06.08

AVANT- GARDE - WHY US??

FIRST TWO QUESTIONS??

1 – What is your MAIN reason for working?2 – How many years

will you work?

Page 7: AGFS INTRO PRES 06.08

AVANT-GARDE - CLARITY

WE WILL ENSURE

THAT YOU KNOW WHERE TO AIM

Page 8: AGFS INTRO PRES 06.08

HAVE YOU MADE ADEQUATE

PROVISION IN THE

FOLLOWING AREAS?

Superior Service Delivery

Page 9: AGFS INTRO PRES 06.08

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

Page 10: AGFS INTRO PRES 06.08

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

Page 11: AGFS INTRO PRES 06.08

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.

Page 12: AGFS INTRO PRES 06.08

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”.

Page 13: AGFS INTRO PRES 06.08

Lets get planning !!

We thank you for your time.

Business Referrals