More than money

You’ve got dreams and desires and it’s time to live them. We can help you organise your finances to give you the freedom to enjoy your lifestyle by design.

Your 5 Step Journey

Your life is unique and so will be your financial journey. We follow a proven process to uncover your money personality and the strategy to suit your needs.

Our 7 principles of wealth creation

Connect with an AFA adviser and understand our holistic approach to money management and wealth creation.

Our One True Wealth

On average we each have 4 billion heartbeats in our lifetime. While your heart beats, your life story will be crafted by the choices you make and opportunities you take.
Let us partner you on your journey.

More than money

You’ve got dreams and desires and it’s time to live them. We can help you organise your finances to give you the freedom to enjoy your lifestyle by design.

Your 5 Step Journey

Your life is unique and so will be your financial journey. We follow a proven process to uncover your money personality and the strategy to suit your needs.

Our 7 principles of wealth creation

Connect with an AFA adviser and understand our holistic approach to money management and wealth creation.

Our One True Wealth

On average we each have 4 billion heartbeats in our lifetime. While your heart beats, your life story will be crafted by the choices you make and opportunities you take.
Let us partner you on your journey.

Financial Planning

Preparing for all stages of life.

AFA is passionate about helping others understand the true currency of life and how you can write your life story with the right financial plan.

Financial Advice

Your recipe for success.

Bringing you the right team with the right advice, backed by decades of experience, AFA can develop your financial recipe for success.

Financial Strategy

Why bring your finances together?

Our holistic approach to money management sees all aspects considered and a streamlined service delivered to ensure your money is invested wisely.

Why you should choose AFA

We know money matters, we know money can bring opportunity but we also know life is more than money. At AFA we focus on what brings you joy, what makes your heart skip a beat and we help you create a life story that’s worth telling. That’s the AFA Way.

Your dream lifestyle won’t happen by chance, but with some careful planning – and our help – you can make smart choices now, and enjoy a more comfortable future.

8,500 Clients and Climbing.

Thanks to AFA, over 8500 clients have gained a sense of security about their financial future for the first time.

Saved by Australians thanks to us last year.

At AFA, we have helped our clients save over 45 million dollars through effective tax planning and cashflow management.

Client’s Incomes Protected.

AFA protects the incomes of over 6000 clients, ensuring they will have financial support when they need it most.

Supporting Australians for over 30 years.

Founded in 1986, Australian Financial Advisers (AFA) is one of Australia’s leading financial services providers.

Our Commitment

Supporting Australians
for over 30 years.

Since AFA was founded in 1986, we’ve helped thousands of Australians take control of their finances, and make their plans happen.

Financial Literacy

Making finance make sense.

Finding finance confusing? We’re here to help you get your head around all the ins and outs.

How financial planning helps you

It’s easy and cost effective to enlist the help of a financial planner – plus the difference it could make to your future.

Find your nearest adviser.

Whether it’s a brief chat, consultation or even a coffee – our team are on hand and more than happy to help.

You CAN save $1 million

Financial Insight You CAN save $1 million! One of the most common questions asked of financial advisers is “will I have enough to retire?” It truly is the sixty-four thousand dollar question and if $64,000 was the answer, we’d all be on easy street! With so many...

Making some extra cash by renting out a room or driving passengers? Make sure you know your tax obligations.

Although the sharing economy can be thought of as an unconventional system, it is nonetheless, viewed by the Australian Tax Office (ATO) the same way as a traditional economic system.

The Power of Compound – Thanks to ‘Albert’

Remember we each only get one chance at life, and life is more than money.

Lynette Balchin – Retiree, Ballina

During Lynette’s pre-retirement phase, she would often meet with her AFA adviser to discuss the options available to achieve her retirement goals and objectives. “I have really appreciated AFA’s guidance over the years,” says Lynette. “With their support I’ve been able to achieve a comfortable retirement and enhance my experiences.”

The Proctors

Like many long serving police officers, David had approached that time in his career when he’d begun to think about life after policing. Together with his wife (and fellow police officer) Kylie, he made an appointment with AFA. “We left our first meeting feeling like a weight had been lifted off our shoulders,” says David. “We can’t thank the AFA team enough for their professional advice and assistance with our financial future.”

Farm hand and cafe owner, Alice Gregory

With two children and another on the way, Brigid and John decided to get serious about their financial future, and contacted AFA. They now have a share portfolio that continues to provide an ongoing revenue stream for the future, and have bought their ‘dream’ acreage in Alice. According to Brigid, “We have gone from strength to strength financially and are well on track to a comfortable retirement.”

AFA are proud sponsors of the following programs…

About Orange Sky Australia

Orange Sky Australia is the world’s first free mobile laundry service for people experiencing homeless – an idea founded in a Brisbane garage by two 20-year-old mates. Nic Marchesi and Lucas Patchett installed a couple of washing machines and dryers in the back of their old van, visiting parks in Brisbane to wash and dry clothes for free.

With an aim to improve hygiene standards and restore dignity to people doing it tough, they stumbled on something much bigger and more significant – the power of a conversation.

Now facilitated by more than 1000 volunteers, Orange Sky has expanded to 20 services across Australia and generates over six tonnes of laundry every week. Most importantly, Orange Sky volunteers have engaged in more than 100,000 hours of conversations to date, helping to dispel myths about homelessness and positively connect communities all around Australia.

More info at: www.orangeskylaundry.com.au

About CARP

The Cancer and Ageing Research Program (CARP) is a comprehensive cancer research initiative that brings together internationally regarded research teams of surgeons, clinicians and basic scientists to solve two key questions:

  • Why do we age?
  • Why do we get cancer?

A key strength of the Cancer and Ageing Research Program is our international, multidisciplinary team. CARP brings together world class scientists, clinicians and surgeons who are using their unique skill sets to work towards a universal cancer treatment.

more info at: www.carp.org.au

Empowering you – the AFA way

At AFA, we’re committed to helping everyday Australians achieve their financial objectives  – an ethos that has earned us the trust of thousands of clients.