The Affinity Group
To achieve the appropriate outcomes for you, Affinity Aged Care Financial 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.
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Affinity Accounting Services
Affinity Accounting Services offers a value based personal service with all the expertise clients would expect from a much larger accounting firm, working with clients on all aspects of their business or personal portfolios.They are methodical and diligent in meeting the immediate needs of their clients and work proactively to plan for future tax or other financial implications for you or your business. They ensure their solutions are tailored to the unique business management styles of their clients.
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