The Australian Financial Advisory Network
AFAN helps business people and families to be secure in the knowledge that their financial affairs are well structured.
We are a fan of helping clients enjoy financial freedom
Our clients have busy and complex lives, they need more than simple insurance, a home loan or Superannuation.
We are a fan of helping people with complex family arrangements, multiple investments and assets which need to be protected.
Our financial experts use experience and skill to manage our clients' affairs, acting as their go-to person to connect them with other qualified specialists as required.
We enjoy what we do, are capable, confident and we believe in the power of leveraging the expertise of our colleagues for the benefit of our client.
Those colleagues share our values of professionalism, trust, integrity and honesty.
People who care, helping people who care.
AFAN is a co-operative of experienced financial service professionals who collaborate to solve complex family and business matters for our clients.
Providing clients with a range of options, then articulating the advantages and disadvantages of those options, simply allows them to make informed choices.
Project-managing the implementation of the desired strategies ensures that plans are carried out effectively.
The outcome for our clients is the peace of mind knowing that loved ones are cared for, business & personal assets are protected and passed on to the right people when required, tax is minimised, and each of our clients’ professional advisers are communicating & working together.
AFAN gives you access to
Estate Planning
Working with families and business people who want to know that their hard-earned assets will end up in the right hands.
Aged Care
Working with families and individuals in locating a home of choice with as little stress as possible, ensuring they have a number of funding strategies to meet upfront and ongoing care expenses
Business Insurance
Office overheads insurance pays a business owner a monthly benefit if he/she gets sick or has an accident, paying up to 100% of the fixed business overheads.
Lending & Finance
Structuring the best deal for you when it comes to lending and finance. Residential, investment, equipment, commercial and more.
Retirement Planning
Putting the best structure in place to ensure you are set for a happy and fulfilled retirement.
Personal Insurance
Before purchasing your life insurance policy you need to know what ownership choices you have.
ARE YOU A FAN?
Let the numbers speak!
With enough data, the numbers speak for themselves.
118
Years of professional experience
1,200
Happy clients
Successful
claims management
100%
What is important to us
Making sure that ALL of the client’s professional advisers (Accountant, Solicitor, Financial Planner, Broker, Consultants etc.) are on the same page so that we can achieve the very best outcome.
Ensuring that our clients have access to all of the necessary & relevant information so that they can make informed decisions.
Developing systems & software that bring vital information immediately to the attention of the client & his/her advisers, rather than relying on human detection.
Treating people with dignity & respect.
Providing the complete range of financial services to your entire family tree.
Banging heads & kicking butts when financial institutions stuff up.
Our Values
Honesty
Integrity
Client-Focused
Ethical
Trustworthy
Professional
Our business experts come from businesses of all shapes and sizes.
Founder & CEO
Craig Ball
Founder & Director
Paul Geisel
Founder & Director
Ian Macpherson
Office Management & Claims Processing
Celeste Roberts
See some case studies
