AFPG have access to over 200 different superannuation funds, rollover funds, superannuation pensions, allocated pensions & annuities. All have been thoroughly researched and endorsed by Morningstar Research House.
The allocation of a client's money between different asset classes is the most critical issue in achieving an expected outcome. Without a sound asset allocation strategy, clients' portfolios may not achieve a satisfactory return for the amount of risk they are prepared to take.
There are a number of different options available to investors to minimise their tax liability, these include using imputation funds or a superannuation vehicle or even borrowing money to invest or investing in negatively geared funds.
A subsidiary company of AFPG, Consolidated Finance Australia, has access to a number of different funders with competitive products for residential investment, including Equity loans, Line of Credits, Fixed Rate products, Construction loans and No Financial loans for self employed applicants.
Few Australians take the necessary steps early enough in life to ensure a comfortable retirement and often end up missing out. Implementing a strategy as early as possible that considers the various taxation and superannuation issues is the key to ensuring a successful and secure retirement plan.
Carefully considering the various tax and superannuation implications of redundancy is essential to ensuring a redundancy payout becomes an opportunity not a problem. AFPG's advisers have a depth of knowledge upon which to draw which will ensure you obtain the best possible outcome.
AFPG's advisers working in partnership with your accountant or one of it's business partners is able to assist you to structure your remmuneration package in the most tax effective manner.
AFPG have access to 12 insurance product providers and as such our clients can take comfort in the fact that AFPG will always seek the most appropriate products at the most affordable premiums.
An important part of any successful and thorough financial strategy is the consideration of potential estate issues. AFPG have a panel of solicitors' spread right throughout the country that we recommend to our clients.