The Affinity Group
To achieve the appropriate outcomes for you, Affinity Accounting Services works with partner organisations that provide access to specialist advice and industry leading financial services. We have offices in Sydney’s North West, Sydney’s CBD and Brisbane’s CBD and employ more than 40 staff across three divisions: Taxation and Accounting, Financial Planning and Investment Management and Aged Care Financial Advice. The comprehensive integrated solutions the Affinity Group offer make it easy for clients to manage all aspects of their financial well-being without the administration burden.
Affinity Wealth Services
Affinity Wealth Services is an award winning, privately-owned, boutique wealth management company specialising in servicing the needs of senior professionals, corporate leaders and business proprietors. The business has its own Australian Financial Services License and is a member of the National Stock Exchange of Australia.
Affinity Wealth Services has assisted clients to realise their dreams and achieve their financial goals for more than 25 years. The business prides itself on providing personalised, easy to understand advice that always puts the needs of their clients first. For this reason, they charge on a fee-for-advice basis and do not accept commission from investment product providers. Under these arrangements, clients can be guaranteed there is no conflict of interest because Affinity Wealth Services only interest is ensuring their clients’ needs are met.
Find out more about Affinity Wealth Services.
Affinity Aged Care Financial Services
Aged care financial advice is a highly specialised field of which most financial planners only have a limited understanding. Affinity Aged Care’s financial advisers are aged care financial specialists and are strongly skilled to assist you or your loved one to make what can be a challenging transition with confidence and dignity.
The best way to fund and manage aged care depends on your specific financial circumstances and goals. Affinity Aged Care financial advisers are here to listen and focus on understanding the needs of each individual and their unique situation. They understand that the decisions their clients are faced with can seem overwhelming and can be highly emotional too. Affinity Aged Care advisers make sure they fully understand your needs and will provide you with a range of financial options so you and your family are empowered to make an informed decision.
Find out more about Affinity Aged Care Financial Services.