We are proud of our client relationships.


Our delighted clients are our best advertising.

At Affinity Wealth Services, our clients are at the centre of everything we do.


Client Testimonials

We are proud of our client relationships and we are always thrilled when our clients take the time to give us positive feedback. Below are some testimonials received from our clients.

Hi Kate, Keith and all the Affinity Wealth Team

We would like to thank you one and all for another successful year. We do appreciate the huge effort that goes into achieving the incredible results year after year

We wish you all a very Merry Christmas and a happy and healthy 2017.

—Graham and Lorraine

We can highly recommend Keith Jones as an excellent financial adviser. He has always treated us with respect and understanding and has an excellent working knowledge of our finances and investment markets in general. He is trustworthy, intelligent and committed to helping us consolidate and grow our investments. We are confident that he has our best interests at heart which has been a great help to us. We can thoroughly recommend him.  

—John and Pam

Planning the long-term care needs for an elderly person is a time of major emotional, logistical and financial decisions. Affinity offered me a calm, caring, gentle, expert and personal service, working through my options to produce the best result. Working with Kate felt like a team effort as I financed my mother’s future.  

—Kym

Hi Himalti! Nice to see you today! Just wanted to send a message to you and Keith and Ben to say thank you for what you do for us. We are truly thankful to have you all looking after us!! Please pass on to the boys.

—Jenny & Michael

I have absolute confidence in Affinity Wealth Services and my financial adviser Keith Jones. His integrity and honesty is without question. I’ve worked really hard over my career and now I can enjoy the rewards knowing that my financial affairs are being well managed.

—Sue

It never occurred to me that, one day, I would be confronted with the terrifying prospect of moving my husband, Martin, into residential aged care.  The decisions that I was being asked to make were so complex and confronting that I was both physically & emotionally at the end of my tether. Robert, I don’t know how we would have managed without your support.  Your care, kindness, compassion and technical expertise produced a dream outcome way beyond anything we had hoped for.  We owe you a debt of gratitude that is unlikely ever to be repaid.

—Virginia

Affinity exceeded my expectations and made the whole experience easy. They’re proactive and professional, just what I wanted and needed.

—Judy

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