Come for the opportunity, stay for the community.

AFAN offers Financial Services Professionals: Educational & training, paraplanning, financial services administration, insurance claims management, branding & marketing, communities for current & ex advisers, communities for consumers.

AFAN also offers: Strategic advice in the areas of Aged Care, Estate Planning, Business Succession Planning, Retirement Planning, Wealth Creation, Corporate Finance, Personal Finance, Financial Counselling, Life Insurances, Health Insurances & Cash Flow Management.

 

There are two levels of service offered by AFAN:

AFAN is an umbrella over your business, offering you:

  • National branding, marketing and PR
  • Professional development
  • Paraplanning
  • Financial services administration
  • Insurance claims management
  • Additional client services
  • Additional remuneration channels
  • Client education
  • Community for current & ex advisers
  • The opportunity to obtain equity in AFAN

Restructuring your company could restore its viability and improve its liquidity position.

  • Aged Care - Working with families and individuals in locating a home of choice with as little stress as possible.
  • Estate Planning - Working with families and business people who want to know that their hard-earned assets will end up in the right hands.
  • Finance & Loans – Sourcing credit for individuals, families and businesses.
  • Business Succession Planning - Establishing who will inherit or purchase an owner’s equity in the business when that owner exits the business.

Let's help you!