Australian Financial Advisers Group

Reviews, get directions and contact details for Australian Financial Advisers Group

About

For more information please contact us on 03 9938 3890 or alternatively via email at [email protected]

Story

We understand that your dreams are important to you and that you are committed to achieving them.

We are also committed to your dreams and take the time to work with you to clearly understand your current situation and future aspirations.

Our financial advice process is designed to understand the answers to these important questions.

We will identify your goals, challenges, opportunities and vision giving you a clear understanding of the journey in front of you.

We will illustrate the options available to you and using financial modelling tools we will develop the best personalised financial solutions that are clear and simple to understand.

The financial plan will be based on your future aspirations and tailored accordingly. The plan will provide you with strategic solutions that empower you to take control over your financial future, giving you the ability to enjoy the dreams you have aspired to.

We will continue to assist you along life’s journey by providing you with regular reviews of your situation, ensuring the financial plan still satisfies identified goals and aspirations.

With a highly qualified team of financial professionals, the Australian Financial Advisers Group is able to provide financial advice to all members of the community. We believe every demographic can benefit from some form of financial advice, either to improve your circumstances or overcome life's challenges.

Products

We can offer a wide range of financial services which include:
• Pro-active financial planning advice
• Debt Recycling, Consolidation & Management
• Tax effective investment strategies
• Superannuation and retirement planning
• Budgeting, cash flow and debt management
• Investment planning (in property, shares, and managed funds)
• Risk management and personal insurance including:
- Life; Trauma; Income Protection; Business Overheads & Group insurance
• Estate Planning
• Self-managed Superannuation Fund advice
• Ongoing monitoring and review service

"We help ambitious millennials and professionals grow and protect their money, by developing simple and practical solutions to give them control over their financial future.Your plan will involve strategic solutions that empower you to live the life you want to live while having the peace of mind that your finances are taken care of for today, tomorrow and 20 years down the line. We want you to feel in control of your financial situation, so you can enjoy life on your terms.Our dedicated team of Advisers, with you every step of the way, work hard to understand your financial circumstances, and once we define your goals, we will develop strategies, personalised to you, to help you achieve them.Your financial future is our priority."

Address: 2, 326 Keilor Rd, Niddrie VIC 3042, Australia

Phone: (03) 9938 3890

Website

ua.moc.puorgafa@ofni

State: Victoria

City: Niddrie

Zip Code: 3042

Opening Hours

Monday: 9:00 AM – 5:30 PM
Tuesday: 9:00 AM – 5:30 PM
Wednesday: 9:00 AM – 5:30 PM
Thursday: 9:00 AM – 5:30 PM
Friday: 9:00 AM – 5:30 PM
Saturday: Closed
Sunday: Closed

Update Info

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Reviews

My husband and I have been working with John and the Team at AFA Group Wealth for almost a year and WOW! I love to budget and have always had good cashflow, however, I knew I needed guidance in ensuring our money was working the best it could for us to hit our goals. I didn't want to get 15 years down the track and wonder where our money had gone. Since working closely with John and Mason, my family now has a clear vision on growing our wealth and knowing we can hit financial independence in the future. And the best part is whenever there is doubt or worry that creeps in I know I can book in a time to speak with someone in the team and work through that. Thank you to John and his team for the continual education you give your clients and the peace of mind you have provided myself and my family for our financial future.

We engaged the services of AFA Group over 1 year ago. We were living week to week and very stressed about our financial future. John Cachia set us up with a plan for our future and Anthony Caligari has continuously been adjusting our plan to the suit the financial climate. We have saved so much money and we are no longer stressing about our retirement. Anthony was always available to answer our questions. He is always setting goals for us to keep us motivated and excited. We highly recommend AFA Group. Our only regret is not engaging them earlier!

Having AFA Wealth as our financial advisor has been life changing since having them in our corner a year ago. John and Anthony are absolute superstars from explaining the investment strategies, implementing the MyWealth portal, lunchtime master-classes and podcasts - it's all part of their top notch service. We feel more comfortable about our future and can sleep better at night knowing Anthony and his team are working hard to make our goals a reality!  What we like about John is that when it comes to compliance, his approach is what you'd expect of a multi-national firm and not a small boutique firm. For someone like us, it provides us with that extra layer of assurance!  Anthony is an absolute god-send with all things related to mortgages including refinancing as he and his team makes the process as painless as possible for us. In fact, Anthony helped us refinance one of our loans to get the equity out which we had been trying to do for few years but other brokers said they couldn't help us!  Also huge shout out to the lovely assistants that work behind the scenes to make all this magic happen. Any question or query we have is promptly responded to whether by text, email or insta message thanks John!  We highly recommend AFA Wealth to all our friends and family!

John and his amazing team are  so helpful. Without their help , guidance and financial expertise , my future wouldn't be looking quite so financial. They really care. I am so appreciative for guiding me to one day retire and be in control of my  finances, in my senior years . Go Team xx

We’ve worked with many brokers in the past, none better than Anthony Caligari! He worked tirelessly to make sure our loan was approved and at the best rate possible, was able to answer all of our answers and was always prompt with responding to emails, calls etc.  Could not recommend Anthony highly enough to all our friends and family and will definitely be going straight back to Anthony when we require anything finance related. Thank you Anthony!

John and his team are great to deal with. Friendly and attentive staff that always listen to my requirements and always looking for ways to improve on things. They also offer zoom information based meetings to provide a better understanding on finance and superannuation. Kind regards Darren Jackson.

can I just say a Huge THANKYOU to Anthony form AFA Group who has assisted beyond measure to refinance. Anthony went over and beyond to assist me and provided me with the best service. He was always available to assist even after hours. Even after settlement he still went above and beyond to make sure everything was ok. I recommend him to all family and Friends. Well done Anth and thank you for all your hard work

Mason and the team at AFA Group Wealth are second to none.  Quick to respond and always super friendly to deal with.  They are extremely thorough in explaining things to us and they are happy to answer all our silly questions - even when we keep changing the goal posts.  Thanks Mason & team!

AFA Wealth Group are a dedicated team who really work hard to ensure that all financial components that we have including any investments are constantly looked after. A really great service that I am really happy to recommend!

If you’re in debt, failing at investing, or have some money but have no idea you’re doing with it, you should probably read on.  In July 2022 my finances were completely cooked. I was about $45k in debt, payments over due, lost money in crytpo, and my expenses in my business and personal life were out of control. Subscriptions, eating out, Uber eats, buying whatever….  I joined AFA in September after doing the road mapping session which one of the realest things I’ve ever done in my life. Do it.  During the last 3 months I have not only consolidated my spending , I have smashed $15k off my debt and saved a further $7k a year on outgoings, phenomenal.  I have exciting new values and beliefs  around money, I now HAVE money, no longer suffer from money stress, and I sleep better because of it.  I‘ve gone from being virtually bankrupt to having a plan, support,  and  if I stay true, and be consistent  to a forecast portfolio  of  $2.6M by the time I retire. But we’re just getting started.  The team and the community are  bloody awesome, heaps of recourses, podcasts, weekly chats and support.  Thanks John, Mason & team AFA. They saved my ship from sinking for sure.

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