Affinitas Capital in Norwood | Investing service

Affinitas Capital

Locality: Norwood

Phone: +61 8 8172 9122

Address: 39 Charles Street 5067 Norwood, TAS, Australia

Website: http://www.affinitascapital.com.au

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25.01.2022 At Affinitas Captial, we know our clients appreciate our service because we are always being recommended! To learn more about our Senior Advisor John, visit us affinitascapital.com.au/john-purl/

25.01.2022 Meet John Purl, founder of Affinitas Capital. With more than 12 years' experience in financial planning and wealth management, John's main focus is on building strong relationships with his clients to truly understand their goals and help achieve them. If you'd like to get in touch with John to see how he could help you with your goals, just click on the link below.

25.01.2022 Meet Alex Dickson, one of our Financial Advisors! Alex has had over 5 years' experience in accounting and wealth advisory. During this time, he has found that his favourite part of the job is being able to build strong relationships with people and in turn, help them reach their financial goals. To find out more about Alex, visit >> https://loom.ly/wFRK75w

25.01.2022 Investing wealth through property has been tried and tested, but is it the right choice for you? Phil Harris and the team at Harris Real Estate recently joined us to discuss the opportunities, risks and considerations when purchasing property as an investment. View our recent blog post to find out more.

24.01.2022 Senior Advisor, John Purl shares his top tips for crushing 2020 in our latest blog post. Here's your final tip... Tip #3! For the full video, visit our website https://bit.ly/36z2v3c

23.01.2022 Senior Advisor, John Purl shares his top tips for crushing 2020 in our latest blog post. Here's Tip #2! For the full video, visit our website https://bit.ly/36z2v3c

21.01.2022 How can your health impact your finances? People often take the view of shell be right when it comes to personal insurances and protecting their wealth. They often have the view that it will never happen to me or whatre the chances?. In our latest article, we emphasise the importance of reviewing or implementing personal insurances for you and your loved ones.

20.01.2022 Have you met Megan Holman? Megan is our Client Services Administrator and is the newest member of our team, beginning in May this year. She has worked in the financial services industry for over 4 years and her knowledge and experience make her an integral part of the day to day running of Affinitas Capital. She also has a really cute dog called Bentley . Find out more about Megan https://loom.ly/jeAG7yo

19.01.2022 Everyone's circumstances are different, but many people are stressed about their finances and don't quite know where to start to turn things around. Here are five common financial worries, and what you can do about them.

18.01.2022 One of our team members, Alex Dickson is joining the Epic Impact Bike Challenge to raise money and awareness for young people at risk. Not just a bike ride. Epic Impact Bike Challenge is a journey of over 700km from Adelaide to Yankaninna Station, all for Operation Flinders Foundation. Please help Alex help them by giving whatever you can by clicking the link in the comments below!

18.01.2022 You may have seen Affinitas Capital Senior Advisor, John Purl in The Advertiser Business recently where he discussed how the Royal Commission has had a strong impact on the finance industry. Here's how it is affecting financial planning services and how consumers benefit from the shake-up. Visit our website to see how we can help you achieve your financial goals >> www.affinitascapital.com.au

17.01.2022 R U OK day is dedicated to reminding everybody to ask Are you OK? of the people around them. As employers and employees, we can all create a culture where people feel confident asking and answering this simple yet important question. These conversations can make a huge difference to those around you going through a tough time. You dont need to suffer through it alone Are you OK?

16.01.2022 Our team will be spending time with family and friends over the holiday season and our office will be closed during this time. We hope you enjoy yourselves over Christmas and New Years!

15.01.2022 From the team at Affinitas Capital, we wish you a Merry Christmas and a Happy New Year! We would like to remind you our office is now closed until Monday 6th January 2020. We look forward to welcoming you back in the New Year.

15.01.2022 Join me on the 19th of March for my 12 hour Zwift ride here in the office for Make-A-Wish Australia.

12.01.2022 Wishing our clients and their families the happiest of festive breaks. Enjoy the time with loved ones and use the time to relax, recharge and plan for a BIG 2021! - From the Affinitas Capital team

11.01.2022 Senior Advisor, John Purl is taking the ride of a lifetime to help wishes come true for really sick kids. He will participate in his own indoor cycling event on Zwift on the 19th March 2021, that will see him ride for a duration of 12 hours on a journey in support of Make-A-Wish Australia. Your online donation is quick, secure and makes a lasting impact to Australian families. Please see the link to donate: https://fundraise.makeawish.org.au/fundr/johnpurl/bays-wish ... Thank you to everyone who has already donated! We really appreciate your support.

10.01.2022 50% of Australians are stressed about their finance. 85% of those people say it affects their wellbeing. So, how can we take a different approach in finance to ease stress? View our latest blog post to find out.

10.01.2022 Looking back at the last 12 months a lot has changed in the economy, but what can we look forward to in the future? Senior Advisor John Purl provides a 30 June 2020 wrap up

10.01.2022 Yesterday the Affinitas Capital team attended the Operation Flinders Foundation breakfast to raise funds and show support for Alex Dickson, who is participating in the 2020 Epic Impact Bike Challenge. This is by far not an easy challenge as the riders will average approximately 140kms each day on their bikes testing their character and desire to overcome unique physical, mental and emotional barriers in support to the Operation Flinders Foundation and their work with youth at risk. If you wish to donate click the link: https://operationflindersbikechallenges2020.everydayhero.co

10.01.2022 On Tuesday evening, we were lucky to be able to provide our clients with the insight and expertise of Martin Lakos, Division Director - Macquarie Wealth, who shared the current state of the global economies and their influence on Australia. If you would like to stay up to date with the economy and financial markets, contact us or visit affinitascapital.com.au #AffinitasCapital #financialplanner #wealthmanagement #personalfinance #MartinLakos #MacquarieWealth

10.01.2022 EPIC! That’s a wrap from Affinitas Captial Advisor Alex Dickson. Alex gives a wrap up of the bike ride and the challenges he faced. Amazing work by Alex and the rest of the crew. If you wish to donate, please head to the link: https://operationflindersbikechallenges2020.everydayhero.co

09.01.2022 Last night the Government announced the Federal Budget for FY 2021. We created a quick video to discuss these proposed changes and initiatives for individuals. If you would like to discuss your personal situation, please do not hesitate to get in touch with the Affinitas Capital team: [email protected] or call us on (08) 8172 9122

07.01.2022 According to Professional Planner, it appears that a number of advisors are leaving the industry as a result of the Royal Commission. Have you thought about how your advisor looks after you and your finances? At Affinitas Capital, we believe in building strong and long-term relationships with our clients, so they can feel safe and secure in their financial decisions.

05.01.2022 Kerry Packer in 1991 gave one of the greatest legal defences of all time. This is worth 8 minutes of your time.

02.01.2022 We strive to build strong and long-lasting relationships with our clients, so we are thrilled when we hear feedback like this! To see how we can help you too, visit us at affinitascapital.com.au

02.01.2022 What does 2021 have in store for investors? Senior Advisor, John Purl shares his thoughts and predictions for the wrap up to 2020 and into 2021 for asset classes and where to achieve growth and income.

02.01.2022 A quick update from Alex and Tony just before they start day 3 in the 2020 Epic Bike Challenge for the Operation Flinders Foundation. Its not too late to donate: https://operationflindersbikechallenges2020.everydayhero.co

01.01.2022 This March, our Senior Advisor, John Purl will be participating in a 700km bike ride in support of Make-A-Wish Australia. You can learn more about the ride and how you can help him reach his goal by watching this video. Help us to help Make-A-Wish foundation make more wishes come true for sick children via this donation link https://loom.ly/Vm4Q3bQ

01.01.2022 Why should you consider investing in commercial property? We recently spoke with Andrew Stabolidis, Director of Urban Commercial Property Group about the opportunities and risks that should be considered when investing in commercial property. Read more in our latest blog.