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We’re experts in financial planning and investment management.

Financial planning experts

Our independent advisers help you plan your future and meet your financial goals.

  • Financial planning

    Creating a tailored plan to achieve your goals and safeguard your future

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  • Investment management

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  • Independent advice

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Find out how we can help you

The first step is to set up an initial consultation to see if we’re the right fit. This is free of charge and no-obligation.

Our latest news & insights

We keep you up to date with what’s happening in the world of finance and how it affects you. View all latest news.

  • What The New Care Proposals Mean For You

    What the new care proposals mean for you

    The government recently approved new social care funding plans which could see some people able to keep more of their assets despite paying for care. Here are the answers to some of the most frequently-asked questions about the plans.

  • Financial Gifts For Children

    Financial gifts for children

    While it may be exciting for younger recipients to find a parcel under the tree, and teens often appreciate a gift card, considering a longer-term financial gift for younger people may reap dividends for the rest of their lives.

  • Preparing For The Unexpected

    Preparing for the unexpected

    When we are managing our finances, most of us plan for the things that we expect to happen, such as university or school fees, or the need to fund our retirement.

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Helpful guides for you

Insights and guidance around planning your financial future. View all guides.

* This figure is accurate as at January 2021 and subject to market movements and net adjustments. Figure is rounded to the nearest billion.

** Applies to clients who are eligible for AFH Direct. For more information, speak to one of our financial advisers.

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