Our team of integrated Accountants and Financial Planners strive to provide advice that caters for all our clients financial needs. Our focus is on delivering the optimal overall strategy by providing or facilitating the right advice at the right time.

We work with our clients in a consultative approach to design and build a comprehensive Wealth Management Program. 

We offer a wide range of financial services including:

• Wealth creation and retirement planning
• Investment portfolio management
• Personal insurance including income protection, critical illness, life and total permanent disability.
• Home, investment and business loans
• Cash flow planning
• Self managed superannuation funds

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AFS operates on a fee for advice and service model, so our clients know exactly what advice and services they are paying for through our agreed and transparent fee model.  Fees are based on time and expertise involved, rather than the products recommended, or the size of assets invested.   

Our programs are designed to:

• Inform and educate
• Put our clients’ needs first
• Make it simple and easy
• Minimise potential financial mistakes
• Create peace of mind
• Develop and execute strategies to attain what matters most to our clients in life
• Assist clients to continually assess their goals and to set new priorities if needed

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