Use the search tool to find an answer to your question or view the most popular FAQs below:
Q. Who is AFA?
AFA was founded by Paul Betti in 1986 in Darwin, and today services clients nation-wide with offices in Queensland, NSW and the NT. Our leading finance professionals are dedicated to helping Australians secure their future and achieve their goals.
Q. What experience can I expect when dealing with AFA?
At AFA, our priority is to understand your financial situation, goals and objectives. From there, we use our proven methodology to help keep you on track, and secure the future you want.
At every step of the way you can expect exceptional client service, and no judgement or expectations. We work with people from all walks of life, and we’ll ensure you’re in the driver’s seat whatever your situation.
Q. What’s the AFA advice process?
When you work with us, you’ll be guided through a five step process.
Step 1: We work to understand your current situation, needs and goals.
Step 2: We empower you with the tools and knowledge to take charge of your financial future, through our ‘Principles of Wealth Creation’ program.
Step 3: We formulate and present a plan to help you achieve your dream lifestyle based on your current situation.
Step 4: Once we have agreed on your plan, we help you put it into action – making sure you understand what to do (and when).
Step 5: We continue to monitor and review your financial progress to ensure you stay on track.
Q. How experienced are AFA’s advisers?
All AFA advisers are fully accredited and have a wealth of experience in the financial services industry. We have a network of advisers in NSW, QLD and NT.
Q. How does AFA charge clients?
AFA has a transparent ‘fee for advice’ model. This means we can provide unbiased recommendations that are suited to your needs. Our advisers clearly outline their fees before any services are performed – and if any commission comes from the products we recommend, we direct this back to our clients.
Q. What is AFA’s wealth creation philosophy?
We recommend long-term, stable investments, not short-term risky schemes. Working together with our clients, we carefully craft investment strategies that build and preserve wealth now and in retirement.
Q. I want more detailed information.
Please contact us for any specific questions you have. To locate your nearest adviser click here »
Q. Who is AFA licensed by?
AFA is backed by MLC Financial Planning – one of Australia’s longest standing and most reputable financial advice networks. MLC Financial Planning and its advisers are able to draw on the knowledge and experience of the wider NAB Group – which means AFA clients benefit from the same high quality, up-to-date financial advice and services.
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.