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Home What We Offer Taxation Strategies & Financial Planning & Succession Planning

Taxation Strategies

There are a variety of structures and strategies to manage your taxation. Most of them are quite straight forward and don’t include any actual products. We can help you get the most out of the money that you earn.

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.

Financial Planning

Planning for your financial future is important. That is why we have developed our client service policy to ensure our clients find the right financial solution that suits their individual needs. With a transparent fee structure and a top authorised product list, our clients are on the right track to building wealth.




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,


Quick Tips

Pay off your home loan quicker through tax effective strategies

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