Our team of integrated Accountants and Financial Planners strive to provide advice that caters for all our clients financial needs. Our focus is on delivering the optimal overall strategy by providing or facilitating the right advice at the right time.
We work with our clients in a consultative approach to design and build a comprehensive Wealth Management Program.
We offer a wide range of financial services including:
AFS operates on a fee for advice and service model, so our clients know exactly what advice and services they are paying for through our agreed and transparent fee model. Fees are based on time and expertise involved, rather than the products recommended, or the size of assets invested.
Our programs are designed to: