Aged care financial advice is a highly specialised field. Let us help you.
Affinity Aged Care Financial Services provides services as a corporate authorised representative of Affinity Wealth Services Pty Ltd. The financial advisers listed in the next section are also authorised representatives of 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. We enjoy working closely with our clients to manage all aspects of their financial and life journey and take pride in helping them enjoy the freedom that financial security brings.
Our company prides itself on providing personalised, easy to understand advice that always puts the needs of our client first. For this reason, we charge on a fee-for-advice basis and do not accept commission from investment product providers. Under these arrangements, you can be guaranteed we are fully transparent and there is no conflict of interest because our only interest is ensuring your needs are met.
Affinity Wealth Services has offices in Sydney’s CBD, Sydney’s North West and Brisbane’s CBD and employ more than 40 employees across three divisions: financial planning and investment management, taxation and accounting (via Affinity Accounting Services) and aged care financial advice (via Affinity Aged Care Financial Services). The comprehensive, integrated solution Affinity Wealth Services offers makes it easy for clients to manage all aspects of their financial well-being without the administration burden.
We are proud of our reputation, service and performance.
Find out more about Affinity Wealth Services.