Wealth Strategy

Truly Independent Financial Advice

Tony Cafarella is a practicing member of PIFA, this means:

  • – He is a truly independent financial advisor,
  • – He is not affiliated with any product and take no commissions, and
  • – He will always act in your best interest

About AFM Wealth Strategies

AFM Wealth Strategy aims to help you in achieving your financial goals and objectives through professional and independent advice. We strive for your success by developing and implementing strategic wealth management, protection and accumulation plans that are tailored to your personal circumstances. In doing so we look to develop high quality relationships with you and build a professional rapport as we re-evaluate and adapt our plans according to your changing needs.

Our Team

We provide high quality advice in the following areas

Centrelink and Retirement Planning Expert

You can never be too early in planning for your future, but you can leave it too late, for this reason we suggest your retirement planning should begin 5 years prior to your retirement. Tony Cafarella has a wealth of knowledge when it comes to Centrelink pension and retirement funding, having worked for Centrelink for over 15 years, Tony’s extensive knowledge allows AFM Wealth Strategy to maximise your retirement funding while endeavouring to make the process simple and stress free.

Super and SMSF Specialist

Choosing and maintaining super can be complex and confusing. Our service is designed to help you choose the product that is right for you whether retail, industry, or a self-managed superfund. We can assist you to choose the right option for you taking into account your personal needs and circumstances.

Advanced Taxation Strategies

AFM Wealth Strategy is part of the AFM Services group which includes a tax agency and accounting firm. If you need assistance in that area, we would be happy to refer you to the team of qualified accountants who will be able to provide you with tax strategies designed to help you minimise your personal and business liabilities. They can also help you to decide whether a trust, company or partnership arrangement is appropriate and manage that process for you.

Whilst we specialise in the above services, we are also able to provide advice in all other aspects of financial planning.

Our Process

When providing advice for both individual and business clients we will first build the foundation of our relationship by getting to know you and your personal circumstances. We will follow this by developing a strategy, either short-term or long-term, that we believe is best suited for you in the aim of achieving your goals and objectives. If you believe the proposed strategy is right for you we can take the next steps of implementation and maintenance of the advice. As your circumstances may change after implementation we are able to work with you in re-evaluating your goals, objectives or personal needs while at the same time adapting the strategy accordingly.

General Advice Warning

This information has been prepared without taking into account your objectives, financial situation or needs. Before acting on any advice you should always consider the appropriateness of any advice in light of your own circumstances.

Please see our Financial Services Guide here IFAA FSG 20032024
Please see our Privacy Policy Data Collection Statement here Privacy Policy Data Collection Stmt March 2024 v24.03

AFM Wealth Strategy Pty Ltd, ASIC # 343788 and Antony Cafarella, ASIC # 244698 are authorised by Independent Financial Advisers Australia Pty Ltd, AFSL 464629