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Home What We Offer Managed Funds & Investment Management

Investment Management

Investing is not just for the rich, with as little as $1,000 you too can invest.

Bank accounts are suitable for money required on a day to day basis, but they usually only attract a low rate of interest.

You don't need to have financial expertise to invest. You can invest in property, the Australian sharemarket, and fixed interest investments through a fund managed by an expert.

With managed funds you have the opportunity to choose how much you invest and level of risk you want to take, while leaving the work to our funds management experts.

Investing can help you achieve your financial goals sooner, whether it's a new house, new car, holiday or a comfortable retirement.

Managed Funds

We have access to over 200 Australian managed fund products, all have been thoroughly researched and endorsed by Morningstar Research House, allowing us to maximise the diversification of their investment options.

 

Testimonials

Ever since AFPG and I formed an alliance to service my clients' needs, it has been a rewarding outcome for all concerned. Feedback received from my clients has always proven to be extremely positive, with my clients able to attest to receiving the same (highest) level of service from AFPG as is afforded to them from myself.

AFPG have proven time and time again to act professionally, competently, and with care each and every time with all my clients. Highly recommended !

-Frank Giacomello, Accountant

I recommend AFPG without reservation for these reasons:

I know from experience that Matt Carter and his team work quickly and efficiently to bring positive solutions to my clients. I know once any initial business is transitioned there will be regular monitoring and follow up both directly and through our practice to ensure a holistic approach to the needs of the client.

Recommending AFPG is a no-brainer for this practice.

- Jeffrey Banks,

BANKS CONSULTANCY

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AFPG Pty Ltd

NSW Office
Level 13, 227 Elizabeth St
Sydney NSW 2000
T: 02 8268 7000
F: 02 8268 7099

VIC Office
Level 2, 437 St. Kilda Rd
Melbourne VIC 3004
T: 03 8866 0000
F: 03 8866 0099

AFSL: 247430
ACL: 247430
ABN: 66050139850