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Affinity Financial Services
       
 
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Affinity Financial Services
 
 
Profile: 

Affinity Financial Services is a privately owned business dedicated to providing clients with financial solutions to help build and safeguard their wealth.

Affinity is committed to looking after their clients’ long-term financial well-being by maintaining an ongoing close relationship. We focus on a client’s total financial situation.

We provide advice in the areas of:

Investment advice
Superannuation advice and structuring
Retirement planning
Personal insurances
Tax planning
Asset allocation for safeguarding wealth
Estate planning
Debt management
Cashflow management
Risk management
We operate as a fee-for-service business, and pride ourselves on retaining clients as a result of our full ongoing service model – we don’t just say it, we do it.

We are available between the hours of 8.30am and 5.30pm Monday to Friday, or outside these hours by appointment.
Overview: 

Affinity Financial Services is a privately owned financial planning firm that commenced in March 2000. We offer financial solutions to allow clients to grow, maintain and protect their wealth.

We establish a close ongoing relationship with our clients to ensure their long term goals are achieved. Our comprehensive technical knowledge enables us to develop strategies that assist clients to gain the maximum advantage from any changes to tax or other relevant legislation. Our experience ensures clients' funds are invested in a prudent and secure manner giving due consideration to the investment risks.

We also believe it is critical to address clients' personal risks, and give adequate consideration to estate planning matters.

We are remunerated on a fee-for-service basis which allows clients to receive all commissions and rebates.


 
 
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