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.

 

Suite 6, 353 Mann Street (PO Box 268) Gosford NSW 2250
tracie@affinityfs.com.au  |  Ph (02) 4324 9592  |  Fax (02) 4322 3793

Website by Cherry Art Studio
  Last Revision: Monday, 09 May 2011 08:25:03 PM