Affinity Wealth Plus is a boutique financial planning firm that prides itself on providing quality financial planning advice that focusses on our clients’ best interests.
Put simply, we love what we do.
We provide a full range of financial planning, taxation and legal services to all of our clients. We enjoy a huge reservoir of technical expertise and practical experience dealing with a wide range of areas. These include investments, risk insurance, superannuation (including self-managed superannuation), estate planning, retirement and aged care planning, business advice and inter-generational financial planning.
Our team operates with the highest level of professionalism and personability to ensure that we craft practical solutions to all of your financial challenges. We are committed to continuous improvement, and spend several hours each week maintaining and extending our knowledge base so that you can be sure our advice is relevant, timely and of the highest quality.