Creating clarity and efficiency in your financial affairs comes from following a robust, systematic process of analysis, strategy and execution.
Affinity Private offers an initial structured advice experience that helps you to understand your aspirations and uncover the depth of opportunities to design your most effective financial system, and an ongoing advice program to allow you make the most of these opportunities.
To learn more about how we help you design your efficient financial system click below.
When we meet you, we listen. Our job is to understand you, deeply: what’s most important to you in your life, your aspirations, your goals, how you behave with money and your key relationships, such as family and business. Only by knowing you deeply can we work with you to design the best financial solution to create true wealth in your life.
At the end of this process, you will understand your own values and how financial issues drive your decisions. You will be clearer on what you want to do with your life, how to realise the opportunity wealth offers and you’ll understand a little more the potential of your own significance and abundance.
Analysing your Opportunities
Sound professional financial planning demands technical analysis and scenario-planning to identify the best solution for the outcomes you desire. Our team analyse your financial position to understand your real opportunities, using your financial resources: income, capital, debt, risk appetite and time-frames.
After working through our analysis, you will have a clearer picture of where you stand and what your options are. You will understand your own financial capacity and capability.
Designing your efficient financial system
In strategy design, we bring together your values and goals with your financial capability to form a unique solution. Our strategy will effectively position you to maximise your assets, minimise your tax, build effective protection around your assets, optimise debt structures and map out a strategic plan for your financial life.
Once we have helped you create your strategy plan, you will be clear on precisely how your financial affairs can be structured efficiently, the most appropriate mix of your investment assets and where you should ideally allocate your resources.
Executing your plan
The final stage in the initial advice process is executing your financial system. Our skilled support team will manage all of the details needed to execute your plan, including establishing or changing legal structures, placing investments or adjusting asset allocations and setting up insurance policies. Throughout this process, we work closely with your existing professional advisers, such as your accountant and lawyer, to ensure consistency and alignment on all financial and legal matters.
After this process you will feel secure in the peace of mind that all of your financial affairs are integrated into a comprehensive system to maximise efficiency, growth and certainty for your future.