Secure Your Future with Honest, Expert Financial Advice
Reliable Investment, Superannuation, and Insurance guidance to build your wealth and protect what matters most.
Over 150 clients successfully helped
Our Commitment: Integrity First. We promise unbiased, transparent advice, always in your best interest.
Avanti Wealth is your Trusted Partner in Wealth Management
At Avanti Wealth, we believe your financial journey should be built on honesty and trust. Based in North Lakes, QLD, we provide straight-forward, reliable advice across investing, superannuation, and insurance. We cut through the complexity to offer clear strategies tailored to your life goals. We’re not just advisors; we’re your dedicated partner, committed to helping you make informed decisions today for a brighter future tomorrow.
Strategic Investment Advice
Build a strong portfolio designed for growth. We help you navigate the markets with a plan that matches your risk profile and long-term objectives.
Optimised Superannuation
Get clarity on your retirement savings. We advise on contribution strategies, fund selection, and self-managed super funds (SMSF) to maximise your super for retirement.
Personal & Business Insurance
Protect your income, family, and assets. We broker life, income protection, and trauma insurance, ensuring you have the right cover for every stage of life.
Hear From Our Clients
Jonathon has been amazing and is super knowledgeable. I love how he takes a slightly different approach and is keeping up with the times.
Lauren, Ascot, QLD
I cannot recommend Jonathan highly enough as a financial planner. His expertise spans a wide range of areas, including financial structures, budgeting advice...
Hollie, North Lakes, QLD
Jonathon has continually communicated in a way that is easily understood & timely.
Mia, South Mackay, QLD
Five stars all the way for Jonathon Perna! His financial expertise and advice have been invaluable to me. He made complex financial matters easy to understand...
Chelsey, Mango Hill, QLD
Jonathan provided clear advice that met our needs. He answered questions clearly in terms we could understand.
Rob, Narangba, QLD
Jonathon is an outstanding financial consultant. His expertise and personalized approach have helped me secure my financial future with my superannuation...
Jocelyn, Beenleigh, QLD
Frequently Asked Questions
What does a Financial Advisor do?
A financial advisor provides professional guidance on managing your wealth, including investments, superannuation, and insurance planning…
How much do you charge for financial advice?
Our fee structure is transparent and discussed upfront during our initial, free consultation…
Do you have a fiduciary duty to act in my best interest?
Yes, as licensed advisors, we are committed to acting in your best interest and providing unbiased, reliable advice.
Ready to Plan Your Financial Future?
Stop wondering about your financial goals and start achieving them. At Avanti Wealth, we provide the honest, expert guidance you need to feel confident about tomorrow. Your initial consultation is free and without obligation.
Get in Touch with Avanti Wealth
We are dedicated to providing clear, honest, and reliable financial advice to the North Lakes, QLD community and surrounding areas. Whether you’re looking to start investing, secure your retirement with superannuation, or review your insurance, we’re here to help.
Connect Directly
Email: jonathon@avantiwealth.com.au
Mail: PO Box 627, North Lakes, QLD