No matter what stage of life you’re at, we provide a range of services to help assess and develop an appropriate plan for your financial situation.
Whether you’re just starting out or have a more sophisticated understanding of the financial advice process, our experienced team know the strategies that can help you navigate the complexity of investing, insurance and setting yourself up for a comfortable retirement. With so much to consider when it comes to managing your financial situation, it makes sense to work with a trusted adviser with a track record of success to recommend an appropriate plan for you.
We have been in operation since 1987 and have a strong connection to the people and small businesses in our community. We work with clients of all ages, professions and advice needs to tailor a financial plan unique to their objectives. We would love to sit down with you and have an open conversation about your needs and how we might be able to help.
Affinitas Financial Planning is an authorised representative of Count Financial Limited ABN 19 001 974 625 holder of Australian financial services licence number 227232 (“Count”). Count is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange.
The information on this web page is not financial product advice and is provided for information only.
General advice warning: The advice provided is general advice only. In preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.
