Financial Planning
Reviewing your current financial position, accumulating wealth, mitigating risk or assisting you to define your future financial goals and then advising you on how best to achieve them is how we help.
If you need assistance with shares, managed investments, super fund analysis, choosing the best term deposits, property securities assistance or simply a health check on your existing situation, we are able to assist.
Australian Financial Planning Group (AFPG)
Australian Financial Planning Group (AFPG) is based in Sydney and was established in 2000, with the aim of helping everyday Australians meet their financial goals using a holistic approach, taking into account their entire financial situation. In 2004, they obtained their own financial services license, to ensure they maintain absolute control over the range of products and services they offer.
Their team have a broad base of skills and experience in a range of financial services including:
- Residential and Investment Lending
- Insurance
- Superannuation
- Investment Management
- Retirement Planning
- SMSF
- Budgeting
- Estate Planning
- Accounting and Tax Planning
- Financial Planning