With you every step of the way

Arranging your finances is important, and we’re committed to ensuring you feel comfortable, informed and supported at each stage of your financial planning journey.

1

Your introduction to AFH

As a prospective client, you’ll begin your journey with a no-cost, no-obligation meeting. This way, you can get to know us better, before deciding if we're right for you.

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2

Getting to know you

If you’re not already sure we’ll help you to identify your needs, goals and objectives. Most importantly, we’ll establish your appetite for investment risk and tolerance to potential losses.

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3

Addressing your needs

With your personal needs and objectives identified and prioritised, your adviser will enlist the help of in-house specialists, and discuss with you the areas of your financial plan that need to be addressed.

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4

Creating your bespoke financial plan

As we’re independent, we can recommend whole-of-market products and investment opportunities. With the help of technical research conducted by our in-house specialists, your financial plan offers a holistic wealth management strategy personalised to you.

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5

Bringing everything together

Once you’re happy with the offering and the recommendations your adviser has made, we’ll arrange a meeting to complete any further steps needed to implement your plan.

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6

Keeping you on the right track

Whether it be market changes, or changes to your personal goals and objectives, we’ll periodically review your plan and make adjustments when necessary, so it has the best chance of performing the way you want it to.

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Speak to us today

Get in touch to find out how we can help you