See how we can help you
Senior Professionals
Our clients are diverse but they all have one thing in common – they work hard to build a solid future for themselves and their families.
Business Owners
We understand the commitment it takes to own and run a business while building a secure future for your family.
Self-Funded Retirees
When the time finally comes to enjoy the rewards of years of hard work, you can retire knowing your future is financially secure.
Aged Care
Aged care decisions are complex and the stakes are high. Affinity Aged Care are specialists and will assist you to make the right choice.
About Affinity Wealth Services
Affinity Wealth Services is a privately owned boutique wealth management company. We are experts in the fields of wealth management, aged care and accounting and we have spent 25 years helping our clients achieve their financial goals.
Our advisers are skilled and experienced financial experts with a proven track record in growing and protecting our clients’ wealth. We are proactive in our approach and ensure we are well across any changes in legislation and in navigating turbulent markets.
Latest News
30 June 2019 Checklist
With the end of financial year approaching, now’s the time to make the most of opportunities to maximise super and tax benefits.
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Affinity Group Newsletter May 2019
Election 2019: A vote for continuity in an uncertain world, after the election: tax changes on the way and cruising through the finish line, tax tips for end of financial year
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Federal Budget 2019-20 Analysis
Treasurer Josh Frydenberg has delivered a ‘back in the black’ Budget aimed squarely at voters, stressing the Morrison Government’s commitment to financial discipline and low taxes.
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