Empowering Your Financial Future

At Australian Financial Planning Group, we are dedicated to helping individuals and families achieve financial freedom by providing quality advice, exceptional service, and tailored financial solutions. As a privately owned, Australian financial services provider, we operate nationally under our own financial services and credit licenses, ensuring our clients receive unbiased and independent advice.

Our Mission

Our mission is to help you build and protect your wealth by providing a comprehensive range of financial services that cater to your unique needs and goals. Our team of experienced financial advisers, lending experts, and accountants work together to deliver personalized solutions that integrate financial planning, tax planning, wealth protection, real estate investment, and a broad range of investment products.

Our Services

We offer a wide range of services designed to help you achieve financial peace of mind. Our experts can assist you with:

Residential and Investment Lending: We can help you secure the right loan for your needs, whether you're purchasing a new home, investing in property, or refinancing an existing loan.
Insurance: Our team can help you navigate the complex world of insurance, ensuring you have the right coverage to protect your assets and loved ones.
Superannuation: We can help you maximize your superannuation savings, ensuring you have a comfortable retirement.
Investment Management: Our experts can assist you in creating a personalized investment strategy that aligns with your risk tolerance and financial goals.
Retirement Planning: We can help you plan for a comfortable retirement, ensuring you have the financial resources to enjoy your golden years.
SMSF: Our team can assist you in setting up and managing your Self-Managed Super Fund, giving you greater control over your retirement savings.
Budgeting: We can help you create a personalized budget that works for you, not against you.
Estate Planning: Our experts can assist you in creating a comprehensive estate plan that protects your assets and ensures your loved ones are taken care of.
Accounting and Tax Planning: We can help you navigate the complex world of tax planning, ensuring you minimize your tax liabilities and maximize your returns.
Financial Planning: Our team can help you create a comprehensive financial plan that integrates all aspects of your financial life, ensuring you achieve your long-term goals.

Why Choose Us?

At Australian Financial Planning Group, we believe in putting your needs first. Our team is dedicated to providing quality advice, exceptional service, and tailored financial solutions that cater to your unique needs and goals. We are committed to helping you build and protect your wealth, ensuring you achieve financial freedom and peace of mind.

Update Share

Positive: AFPG consistently provides excellent service and expert financial planning advice, helping clients achieve their goals.

Negative: Some clients have had disappointing experiences with AFPG, including poor communication and financial losses.

Excellent Service from AFPG

AFPG has received outstanding reviews from clients, with five-star ratings across the board. Bilson, David Tysoe, Bill, Matthew, and Bilson are consistently praised for their exceptional customer service, professionalism, and expert knowledge in financial planning.

Clearer Picture on Financial Position

Mason Rangiheuea commends Bilson for helping him and his wife gain a clearer understanding of their financial situation and identify areas for improvement to align with their future goals. This reflects AFPG's ability to provide personalized advice and guidance to clients.

Supportive and Knowledgeable

Andrea Crane highlights the fantastic support and knowledge provided by David Tysoe and Antoinette Stefas during a time-sensitive property purchase. Dimi Howarth and Ashraful Mohammed express their gratitude to Bill and Matthew for their expertise and guidance over the years.

Annual Reviews

Daniel Hutanu praises Bilson's professionalism, knowledge, and support during an annual review, recommending him for any financial advice.

Disappointing Experiences

However, Owen Kearns and Aussie Dao have had negative experiences with AFPG. Owen's property investment suffered a loss of $80,000 over five years, and Aussie Dao's experience was marred by lack of communication and unprofessionalism, leading to a failed application.

Be the first to review Australian Financial Planning Group.

Write a Review