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Business Succession Planning

While wealth creation and preservation strategies are vital in life, they are just as important in death. AFPG can arrange your personal and business affairs to ensure that your beneficiaries receive the maximum benefit from your estate, through a variety of innovative and tax effective strategies.

 

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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