Australian Financial Planning Group in Ultimo, New South Wales | Financial planner

Australian Financial Planning Group

Locality: Ultimo, New South Wales

Phone: +61 1300 727 536

Address: Level 13, 227 Elizabeth Street Ultimo, NSW, Australia

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

Likes: 307

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• Investing service
• Financial planner
• Financial consultant

22.01.2022 Investing lessons we've learnt from the pandemic - read them below:

22.01.2022 "By listening to clients I am able to understand their goals, and then work together to achieve them." - Anthony Webb Senior Financial Adviser Australian Financial Planning Group

21.01.2022 "I provide advice for clients wanting to improve their financial position and achieve their goals. I give clients clarity on what they want and how to get there financially." - Samantha Loveder, Senior Financial Adviser Australian Financial Planning Group

21.01.2022 Through the collection of photographs of over 264 homes in 50 different countries Anna Rosling Rönnlund's, Dollar Street , gives a visual glimpse into daily life of people from across the globe and economic spectrum.

21.01.2022 "My aim is to help my clients reach their lifestyle and financial goals and objectives through an honest, pragmatic approach to advice." - Adrian Lenting, Financial Adviser Australian Financial Planning Group

19.01.2022 The second episode of our new 'Meet the Team' series is here! Watch it below to meet Chris Eagleton, our Head of Client Engagement: #finacialplanning #finacialservices #team #clientengagement

18.01.2022 So great to get such positive feedback!

17.01.2022 Always good to celebrate the end of a work week with the team, even in lockdown! Happy Friday! #fridaydrinks #financialplanning #team #work

16.01.2022 Can the price of a cake influence its taste? Take a look and find out how perception influences or ideas of quality! https://afpg.financialknowledgecentre.com.au/kcvideos.php

15.01.2022 Thankful for kind words like these from our lovely clients! #finanicalplanning #investing #wealthmanagment #financialadvice #retirement #loan

14.01.2022 Don't take a gamble on your life insurance. There are many important factors taken into account when establishing a life insurance policy. Find out more by reading the below article or feel free to contact your AFPG Adviser if you want to find out more.... https://afpg.financialknowledgecentre.com.au/kcarticles.php

14.01.2022 Headshots look a little different when you’re in lockdown. Meet Julie, our lovely office manager and associate for two of our Sydney advisers. Julie fills the office with her warm personality and really makes sure things run smoothly around here. With about 40 years of experience in the financial services industry, she is often the first point of contact for many of our Sydney clients.

13.01.2022 If you have been wondering what the potential long-term impact of accessing super early, why not take a look at this article. https://afpg.financialknowledgecentre.com.au/kcarticles.php

12.01.2022 Great to hear such lovely words from one of our clients! #financialplanning #feedback #clientfeedback

11.01.2022 Buying and selling a home at the same time - it’s the ultimate chicken and egg scenario. At the best of times, it is a juggling act, but in the current market where prices are rising, listing numbers are low and days on market are shrinking the which comes first? dilemma is real. Read more below:

11.01.2022 IT’S BACK! The first home buyer deposit scheme is back. From 1 July, 10,000 eligible first home buyers can borrow up to 95% of the property value with the support of the federal government to help first home buyers save serious $$ on fees. ... Want to know more? Contact your AFPG Adviser today or send us a personal message

10.01.2022 "I am committed and passionate about helping clients achieve financial peace of mind.'' - David Tysoe, Senior Financial Adviser Australian Financial Planning Group

10.01.2022 One of the most important things we can do prior to our passing is to ensure we have a valid will in place. https://afpg.financialknowledgecentre.com.au/kcarticles.php

10.01.2022 We've started a new Meet the Team series to help our community get to know us a little better! Watch our first catch-up with Matthew Houston below: #community #financialplanning

09.01.2022 Ruben Bock, Portfolio Manager at Atticus Wealth, looks at the Covid-19 backdrop and what it means for investors going forward. Watch it below:

09.01.2022 Stay up to date with the latest developments in the property market over the past month and watch our video below:

08.01.2022 We love hearing positive feedback from our wonderful clients! #financialplanning #advice #clientfeedback

07.01.2022 "I love to help my clients pursue and achieve their lifestyle and financial goals." - Daniel Cohen, Senior Associate & Mortgage Broker Australian Financial Planning Group #AFPG #financialadvice #mortgagebroking

07.01.2022 During retirement, we may draw upon one or more sources of income to fund our retirement years. https://afpg.financialknowledgecentre.com.au/kcarticles.php

04.01.2022 When it comes time to investigate residential aged care for yourself, your partner, parent or relative, the search for a facility and how to pay for it can seem daunting. The system is complex, and decisions often need to be made in the midst of a health crisis. Read more below:

02.01.2022 "I find satisfaction in helping clients achieve their financial goals and objectives." - Nick Perkins, Director Australian Financial Planning Group