4th generation financial planning systems are about an advice narrative to ultimately help clients make better financial decisions
GOAL BASED PLANNING
Planning for the future
Avalon was designed to be a goal-based financial planning system. There will be 2 types of distribution channels in the future. The goal-based adopted channels, and the channels that became irrelevant.
CO-PLANNING WARE
Servicing the individual
Avalon was designed to be co-planning ware – meaning it not only empowers the planner, but it helps the client to be a co-creator if his or her own financial journey. Avalon serves the industry and the individual.
LIFE PLANNING MODEL
Facilitating a better life
Avalon is designed to be a universal container for a Financial Identity. Taking a client's complete financial life into consideration, as well as their future goals and dreams, allows for a very thorough life planning model.
Testimonials
I love Avalon. Holy mackerel…
My business more than doubled when I started to use Avalon more extensively. I wrote my total years production targets in 3 to 4 months. Avalon helped me to have more meaningful discussions with my clients.
By the way, Avalon changed my life. It changed the way I do business and it adds value to my conversation with clients. I can see it in my client’s reaction.
Pricing plans
Individual plan
R 1250
Billed per month
CRM (Connect)
FNA / Estate planning
Business Needs Analysis
Retirement & Investments
Time & Billing
Sign upEnterprise plan
POA
Contact us for pricing options
CRM (Connect)
FNA / Estate planning
Business Needs Analysis
Retirement & Investments
Time & Billing
Contact us
We illustrate future outcomes of current financial decisions. Creating a holy mackerel moment for every financial planner. Exciting them to do planning again when they see and use Avalon.
We enable people to improve their quality of life. We’re making the world a safer place.
Provide an expected financial journey for holistic living through simplified visualisation.
Servicing the industry
