Hello! We are Affinity Planners
We are a team of expert advisors who offer customised financial solutions for our clients. We work with 90 reliable financial partners and uphold our philosophy of putting our clients first.
At Affinity Planners, we have a team of skilled advisors who can help you with various aspects of your financial planning, from investing to retiring and passing on your legacy.
We are dedicated to providing consistent and quality advice that suits our clients and their specific financial objectives.
We also share our wealth management insights with the public and corporate audiences through educational seminars on a wide range of financial topics. We conduct more than 300 seminars every year, with the goal of spreading the knowledge on financial planning.
Vision
To be a leading financial organisation, recognised for our compassionate, professional associates and as the preferred partner for clients, advisers, and the community.
Mission
To enhance lives by providing top-quality financial advice and support, preparing clients for all life events, and empowering our advisers to build successful businesses.
Philosphy
Our values are integrity, collaboration, and commitment, guiding our actions and partnerships with clients, advisers and the community.
Our impact by the numbers — building financial futures together.
>950
Investment funds available
>30
Insurers partners
7
Banking partners
4
Law firms partners
>90
Years of combined experience
>3,000
Lives touched
300
Claims processed
