We are proud of our reputation, service and performance.

Affinity Wealth has assisted clients to realise their dreams and achieve their financial goals for more than 25 years.


 

Our company prides itself on providing personalised advice that always puts the needs of our client first.

Our Company

Affinity Wealth Services is an award winning, privately-owned, boutique wealth management company specialising in servicing the needs of senior professionals, corporate leaders and business proprietors. We hold our own Australian Financial Services License, are a member of the National Stock Exchange of Australia and are not owned by or aligned with any financial institutions.

Affinity Wealth Services has assisted clients to realise their dreams and achieve their financial goals for more than 25 years. We enjoy working closely with our clients to manage all aspects of their financial and life journey and take pride in helping them enjoy the freedom that financial security brings.

Our company prides itself on providing personalised, easy to understand advice that always puts the needs of our client first. For this reason, we charge on a fee for advice basis and do not accept commission from investment product providers. Under these arrangements, you can be guaranteed we are fully transparent and there is no conflict of interest because our only interest is ensuring your needs are met.

 

 

Affinity Wealth Services has offices in Sydney’s CBD, Sydney’s North West and Brisbane’s CBD and employ more than 40 staff across three divisions: financial planning and investment management, taxation and accounting (via Affinity Accounting Services) and aged care financial advice (via Affinity Aged Care Financial Services). The comprehensive, integrated solution Affinity Wealth Services offers makes it easy for clients to manage all aspects of their financial well-being without the administration burden.

We are proud of our reputation, service and performance.

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