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