Ensuring your personal finances
are in healthy shape.
Whether you have a plan in place and are working towards a long term financial goal, or wanting a “safety net” should something go wrong along the way, Affinitas Accounting can help you plan for the future that you want and deserve.
Working Towards the Big Picture
When you are working hard in your career, business and running a family, it can be easy to lose sight of long term planning for the future.
When we talk about the future, we mean a time when your investments will pay you enough income to allow you the freedom to decide when you want to travel, work or just put your feet up and rest.
Affinitas Accounting works with investors and business people to ensure they do not lose sight of this big picture.
Tailored Superannuation, Investment & Risk Solutions
We help investors and business owners identify the goals important to them and then look at the ways these goals can be protected and achieved.
We do not have “one formula” for all investors. We work with each person to identify the types of investments within their comfort zone and advise on how these investments might work to achieve their long term financial goals.
Most importantly, we are committed to regularly reviewing your progress to these goals as you move through different stages of your life.
“Peters Professional Planning Pty Ltd ABN 60 096 670 754, trading as Affinitas Financial Planning, is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not account of your individual needs, objectives, or personal circumstances”
Please contact us to discuss the package of business advisory services that will help you to achieve success in your business.
What our clients say...
We’ve always valued Brad’s financial advice, but we did not realise just how important having quality insurance in place was until a major illness hit our family. The trauma policy payout meant we could focus 100% on the immediate health issues without any financial concerns.