Why Us

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Why Us

With over 10 years planning and lending experience, AFPG is one of Australia's leading financial services companies providing an extended range of integrated financial solutions and products.

Being family owned and operated, with our own AFPG Services and Credit License 247430, we deliver wealth management results to create life style opportunities to our clients.

AFPG provides flexible, all-inclusive financial services as well as valuable ongoing support to all our partners and clients.

Our Mission

We aim to understand our client’s financial situation intimately. We strive to offer the highest levels of financial advice, backed by products from only the best financial institutions. We are determined to support our clients with exceptional service that will continually exceed expectations and build wealth.

Areas of Advice

Our advice offering encompasses all aspects of financial planning including retirement planning, negative gearing, investments, general and personal insurance, superannuation, business succession planning advice, home loans, leasing and equipment finance, commercial finance, as well as providing investment property strategies and advice. With offices in Sydney and Melbourne, we are well positioned to assist with all situations and circumstances.

Our products and service offerings include:

  • Retirement Planning
    • Our authorised representatives receive regular training to keep up to date with legislative changes and variations to be able to assist with the complexities of government retirement planning.
  • Negative Gearing
  • Investment Advice
    • There are a variety of ways to invest in today’s complex investment markets, an AFPG strategy provides a variety of investment options which is not simply limited managed funds.
  • Personal Insurance
    • With access to all the major life insurance companies, clients can be assured that they will receive market leading products at the most affordable price.
  • Business and General Insurance
    • AFPG has established a relationship with a wide selection of insurers, enabling us to deliver the most cost effective risk protection solution possible.
  • Superannuation
    • Our research team have identified our top 200 out of thousands of Superannuation Funds available for our approved list; providing optimum returns with minimal risk.
  • Business Succession Planning Advice
  • Residential Investment property
    • An extensive variety of properties available nation wide, including house and land packages and units, we have access to a variety of suitable properties.
  • Leasing & Equipment Finance
  • Commercial Finance
  • Wealth Protection
  • Tax Effective Investments
    • With an intimate knowledge of tax effective strategies our Authorised Representatives can provide sound taxation planning advice with products to suit any investment profile.

All the products offered are thoroughly researched using independent research houses before they appear on our Approved Product List (APL).

 

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