Who We Are
All Financial Services (AFS) was founded in 1998 with a clear vision: to empower people from all walks of life to "Live the Life they Want" through a living financial plan. We are proudly the leading retirement planning consultants in the Northern Territory, offering comprehensive financial advice and guidance to clients across all areas of their financial lives.
Our Beliefs
We believe in:
- Client-centered advice: Every individual is unique, with different goals and circumstances. We take the time to understand your unique needs and aspirations to tailor our advice.
- Integrity and transparency: We believe in open communication and clear explanations about your financial situation and the options available to you.
- Empowering our clients: We are committed to guiding you through the financial planning process and empowering you to make informed decisions about your money.
- Building long-term relationships: We are dedicated to being your trusted financial advisor for life, offering ongoing support and guidance as your financial situation evolves.
Our Services
We offer a wide range of financial planning services, including:
Retirement Planning
- Comprehensive superannuation advice and planning
- Strategies for managing investment risks
- Tax-effective wealth accumulation strategies
- Retirement income planning
- Estate planning and inheritance strategies
Wealth Management
- Investment planning and portfolio construction
- Goal-based financial planning
- Asset allocation and risk management
- Tax planning and optimization
Financial Advisory
- Debt management and budgeting
- Insurance planning
- Estate planning and succession planning
- Business planning and succession
What Sets Us Apart
- Experienced and qualified team: Our team of experienced financial planners hold the necessary qualifications and industry experience to provide you with the highest quality advice.
- Personalized and proactive service: We take the time to understand your unique circumstances and proactively offer tailored solutions to your financial goals.
- Client-focused approach: Your needs and aspirations are our top priority. We are committed to open communication and building strong, trusting relationships with our clients.
Our Commitment to the Community
We believe in giving back to the community we serve. We actively support various organizations and initiatives that contribute to the financial well-being of Territorians.
Initial Experience and Communication
The reviews highlight a mixed bag of experiences when it comes to initial communication. One reviewer had a positive experience, receiving great advice from the company initially. However, this positive start was not sustained, as the reviewer felt abandoned once the fee was paid.
Service Delivery and Follow-up
The same reviewer was left disappointed with the lack of service delivery and follow-up. Despite paying for the service, they did not receive what they had paid for, and their concerns were ignored. This experience was seen as a waste of money.
Professionalism and Trust
On the other hand, another reviewer had a very positive experience, praising the company as a "great group" that is well-respected in the profession. They were impressed by the company's caring and trustworthy nature, which suggests a high level of professionalism.
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