Wealth Strategy

Get on the right track to achieving your future individual personal and financial goals with the help of our Wealth Strategy services.

Whatever service we provide our individual and business clients, we look at the overall picture that’s best placed to guarantee you financial success. We’ll start by getting to know you and your circumstances and then develop, implement and manage short and long-term strategies to achieve your desired goals and objectives. Next step is to implement the strategy effectively so you can start to reap the rewards of the plan, followed by the selection of reliable and high-quality investments.

And we’ll continue to undertake ongoing reviews of your financial strategy and review and update it when required, such as a change in your circumstances. All our financial planning services, including Financial Planning for individuals, are provided by our sister company AFM Wealth Strategy.

Estate Planning

As a family-oriented firm that takes its clients’ successes to heart, you can be sure that we’ll take your and your family’s future personally when considering your Estate Planning.

We start by identifying your key priorities in protecting and maintaining your family wealth and its distribution – and then recommend the best structures to protect your interests and assets in a tax-effective manner. We’ll review existing structures, check they’re fit for purpose and, if not, establish new structures to meet the purposes of the estate.

We’ll also check any binding nominations in super and insurance policies. All our financial planning services, including Estate Planning for individuals, are provided by our sister company AFM Wealth Strategy.

  • Please see our Financial Services Guide here
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General Advice Warning

This advice may not be suitable to you because it contains advice that does not take into account your personal circumstances. All strategies and advice on this website are for general advice only. Please arrange for an appointment to seek personal and financial taxation advice prior to acting on this information.

AFM Wealth Strategy (CAR 343788) Tony Cafarella (AR 244698) is an Authorised Representative of Independent Financial Advisers Australia Pty Ltd ABN 61 601 635 904 and AFSL 464629

Testimonials

Beyond their accounting services, the AFM team genuinely care about our business

The… Read more “Beyond their accounting services, the AFM team genuinely care about our business”

Stuart Cawthorne, Owner |. Just Wrecking

AFM Services are more than my accountant. It’s more like a business partnership

When… Read more “AFM Services are more than my accountant. It’s more like a business partnership”

Julie Piantadosi, Director |. Total Salon Solutions

It’s great peace of mind as a business owner to know you’re being looked after

AFM… Read more “It’s great peace of mind as a business owner to know you’re being looked after”

Jason Page, Director |. Quisk Design

Definitely recommended.

Michael… Read more “Definitely recommended.”

Chris Pannell.

He was awesome to deal with and set me up with a great finance package

I… Read more “He was awesome to deal with and set me up with a great finance package”

Angus.

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