North Lakes Directory

Businesses & Community Directory

Australian Financial Advisers

Australian Financial Advisors are financial planners located in North Lakes, north of Brisbane who offer financial advice and planning for now and your future. Services include budgeting, investment advice, superannuation, insurance, shares, risk management and wealth strategies and more.

Phone
(07) 3385 0565
Website
www.afawebsite.com.au
Address
14-18 Discovery Drive, Unit 8
North Lakes 4509

We understand there are many twists, turns, bumps and potholes on the way to achieving your personal goals and financial objectives. Let AFA be your navigator on this journey. We’ll help you negotiate the smoothest path and monitor the dashboard instruments of your wealth vehicle.
Successfully achieving your ambitions is founded in five core objectives:

  1. Determining your preferred retirement age
  2. Determining your preferred income at retirement
  3. Minimising your “bad” debt
  4. Maintaining your good health
  5. Protecting your wealth with sufficient insurance

At AFA, we’re about more than just money.

AFA provides services in the following areas:

Retirement Planning 
  • Accumulation
  • Retirement
  • Tax effective planning

Wealth Accumulation
  • Wealth accumulation strategies
  • Diversification & risk management
  • Tax effective planning
  • Investment monitoring
Debt Management
  • Budget monitoring
  • Gearing strategies
  • Mortgage management
Risk Management 
  • Asset & income protection strategies
  • Estate planning
 AFA offers a FREE education workshop for all first time investors or those who are considering entering the investment market.  The education workshop is also an opportunity for those already invested, to update their knowledge.  These are run every three weeks from 6pm-8pm.  Call us today to register your attendance on 3385 0565.