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Affinity Financial Advice

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Affinity Financial Advice

Overview:

At Affinity, it is our priority to offer a customer driven, professional service that acknowledges your specific circumstances. Since your financial position is unique, we take time to understand your needs. We will carry out a detailed assessment of your objectives and make financial recommendations based on your preferences and priorities.

We believe in building strong relationships to help you realise your financial goals through high quality advice and impeccable customer service.

We offer advice on all aspects of financial planning. Our services include:
Savings and investments
Mortgages
Protection
Retirement Planning
General Insurance
Commercial Finance
Wills, trusts and estate planning

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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