Affinity Wealth Services Information

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Affinity Wealth Services provides personalised investment strategies and wealth management for high net-worth individuals and families. Our advisers have a proven track record in growing and protecting our clients’ wealth from one generation to the next. We are privately owned and not aligned with any financial institution. The firm prides itself on providing personalised advice that always puts the needs of clients first. Affinity holds an Australian Financial Services Licence (AFSL) and is also a market participant of the National Stock Exchange of Australia (NSX). The business can offer a wide range of financial services and products listed within this FSG.

Website	https://www.affinitywealth.com.au
Employees	7 (1 on RocketReach)
Founded	2008
Keywords	High Net Worth, Wealth Management, Investment Strategies, Wealth Building, Financial Planning, Wealth Preservation, Financial Solutions, Portfolio Management, Investment Advice, Asset Allocation, Retirement Planning, Family Wealth, Risk Management, Estate Planning, Legacy Planning, Investment Consulting, Tax Planning, Succession Planning
Competitors	Commonwealth Bank, Westpac, Vanguard Australia, AustralianSuper, AIA Australia, Sunsuper, Centric Wealth, Beacon Hill Properties Pty Ltd, Eml (Employers Mutual Limited), JBS Financial Strategists +26 more (view full list)