The Affinity Group

To achieve the appropriate outcomes for you, Affinity Wealth Services works with partner organisations that provide access to specialist advice and industry leading financial services. We have offices in Sydney’s North West, Sydney’s CBD and Brisbane’s CBD and employ more than 40 staff across three divisions: taxation and accounting, financial planning and investment management and aged care financial advice. The comprehensive integrated solutions the Affinity Group offer make it easy for clients to manage all aspects of their financial well-being without the administration burden.

Affinity Accounting Services

Affinity Accounting Services offers a value based personal service with all the expertise clients would expect from a much larger accounting firm, working with clients on all aspects of their business or personal portfolios. They are methodical and diligent in meeting the immediate needs of their clients and work proactively to plan for future tax or other financial implications for you or your business. They ensure their solutions are tailored to the unique business management styles of their clients.

Find out more about Affinity Accounting Services.

affinity-aged-careAffinity Aged Care Financial Services

Aged care financial advice is a highly specialised field of which most financial planners only have a limited understanding. Affinity Aged Care’s financial advisers are aged care financial specialists and are strongly skilled to assist you or your loved one to make what can be a challenging transition with confidence and dignity.

The best way to fund and manage aged care depends on your specific financial circumstances and goals. Affinity Aged Care financial advisers are here to listen and focus on understanding the needs of each individual and their unique situation. They understand that the decisions their clients are faced with can seem overwhelming and can be highly emotional too. Affinity Aged Care advisers make sure they fully understand your needs and will provide you with a range of financial options so you and your family are empowered to make an informed decision.

Find out more about Affinity Aged Care Financial Services.

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