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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:
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Investment advice
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Superannuation advice and structuring
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Retirement planning
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Personal insurances
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Tax planning
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Asset allocation for safeguarding wealth
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Estate planning
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Debt management
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Cashflow management
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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. |
