Affinitas Capital Information

Affinitas Capital works closely with clients to develop and maintain personalised and goal oriented investment and wealth approaches. Our strategic and investment advice focuses on not only protecting and growing the wealth of our clients, but includes the analysis of asset allocation, cashflow tracking and long term wealth creation strategies. We provide our clients with access to portfolio administration services, model portfolios, tailored portfolios, corporate actions, investment and economic research. We understand how hard our clients work to build and maintain their wealth. Our objective is to provide our clients with a comprehensive approach to their financial advice enabling them to achieve their financial goals and objectives. To achieve this for our clients, we draw on the technical expertise and specialist skills that we and our professional partners have: > Strategic financial planning and strategy development > Tailored investment advice > Superannuation strategies including Self Managed Superannuation Funds > Management and monitoring of clients cashflow > Review of clients debt position and ongoing management > Development of detailed retirement plans > Personal wealth protection (life insurances) > Succession planning for individuals, families and business We confidently approach each client’s situation as our advisers are highly experienced, qualified and dedicated to the success of each client and their family.