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WELCOME TO AFFINITAS CAPITAL
Affinitas Capital is a Wealth Advisory business designed for young professionals and high net wealth individuals. We understand that each investor is different and requires individual attention, and it is this deep understanding that enables us to develop a tailored solution for each client.
Our strategic and investment advice focuses on not only protecting and growing the wealth of our clients, but includes the analysis of asset allocation, cashflow tracking and long term wealth creation strategies. We provide our clients with access to portfolio administration services, model portfolios, tailored portfolios, corporate actions, investment and economic research.
Not only do we build relationships with our clients, but we work with professional partners such as accountants, solicitors and bankers where appropriate to provide the best outcome for our clients.
Our team of highly experienced financial advisors has fully embraced the newly imposed professional education and accreditation standards in the financial planning industry, meaning we are now more qualified than many others to meet the needs of clients and their families.
This commitment to the highest possible level of qualification has meant exciting growth opportunities for Affinitas Capital in recent times and we welcome our new clients who have joined us as part of our recent acquisition.
Affinitas Capital is a business that is based on more than just Wealth Creation, it is based on strong relationships, and having clients for life.
3 Roadblocks | AFFINTAS CAPITAL
When your Financial Advisor no longer fulfills your needs, it might be time to find someone more suited.
Senior Advisor, John Purl goes through the roadblocks to help you understand that making the switch, isn’t as difficult as you think.