AG

Afpg Australian Financial Planning Group

www.afpg.com.au link_icon

Company Research Report: Australian Financial Planning Group



Company Overview



  • Name: Australian Financial Planning Group Pty Limited (AFPG)

  • Mission: To help individuals become financially organized and secure financial freedom through tailored strategies that consider the entirety of one's financial landscape.

  • Founded By: No information is available on the founder(s).

  • Key People:

  • Matt Carter: Director & Senior Financial Adviser

  • Nick Perkins: Director & Senior Financial Adviser

  • Anthony Webb: Senior Financial Adviser

  • David Tysoe: Senior Financial Adviser

  • Kara Cochrane: Head of Client Engagement and Human Resources

  • Graeme Fowler: Chief Operating Officer

  • Antoinette Stefas: Head of Lending

  • Headquarters:

  • Level 13, 227 Elizabeth St, Sydney, NSW 2000

  • Level 5, 437 St. Kilda Rd, Melbourne, VIC 3004

  • Number of Employees: No information is available.

  • Revenue: No information is available.

  • Known For: Providing holistic financial services focused on financial planning, tax and wealth protection, real estate investment, and offering a wide range of investment products tailored to individual circumstances. AFPG is recognized for its exceptional service and quality advice that helps protect and build wealth.


Products



Financial Services Offered



1. Residential and Investment Lending
  • High-level Description: Provides services to assist clients in securing loans for residential and investment properties.

  • Key Features: Custom loan solutions to meet individual financing needs.


2. Insurance Services
  • High-level Description: Offers a variety of insurance products.

  • Key Features: Comprehensive coverage options tailored to protect clients' assets and personal circumstances.


3. Superannuation
  • High-level Description: Superannuation services aimed at maximizing retirement benefits.

  • Key Features: High-performing super fund management for a better retirement.


4. Investment Management
  • High-level Description: Develops tailored investment strategies to enhance wealth.

  • Key Features: Strategic investment options in property and various assets for maximized returns.


5. Retirement Planning
  • High-level Description: Aims to prepare clients for retirement with robust financial plans.

  • Key Features: Personalized retirement strategies to ensure a financially secure future.


6. Self Managed Super Funds (SMSF)
  • High-level Description: SMSF solutions for clients preferring to have control over their super investments.

  • Key Features: Expert advice and setup for managing personal superfunds.


7. Budgeting and Estate Planning
  • High-level Description: Comprehensive budgeting and estate planning services.

  • Key Features: Personal financial management plans and estate distribution strategies.


8. Accounting and Tax Planning
  • High-level Description: Tailored tax planning and accounting services.

  • Key Features: Efficient tax tactics to reduce liabilities and enhance financial standing.


Recent Developments



  • Recent Developments in the Company:

  • AFPG emphasizes the necessity of discussing finances in relationships and the importance of setting and achieving effective personal and business financial goals.

  • New Products Launched: No information is available.

  • New Features Added to Existing Products: No information is available.

  • New Partnerships: No information is available.


This detailed, information-dense report captures the most pertinent information available on the Australian Financial Planning Group, focusing on its service offerings and structure.