Our Services




We have three ongoing service programs to suite your situation:

  • Private Client
  • The Essentials Program
  • Customer Care Program

Private Client Service

As a Private Client you will receive pro-active, comprehensive service from your dedicated financial planner. Your financial planner and the AFS team will put you in control of your financial future and help you achieve your lifestyle goals both now and well into the future.

AFS Private Client Service is designed for people who are approaching a transition in their lives, such as the sale of an asset, retirement, inheritance or redundancy; to name a few but not limited to. Or, you may have a more complex financial situation.

 

AFS Private Client Service includes:

  • a highly experienced financial adviser who will guide you through the maze of financial options who will be available to you to help you stay on track
  • access to administration support staff, whom you can contact any time by phone, email or in person at no extra cost
  • a comprehensive, tailored financial plan at no extra cost
  • an Annual Planning Meeting to review your total financial position, to ensure your objectives and strategy are aligned using live modelling tools
  • the offer of half-yearly portfolio review as required
  • electronically delivered newsletters and investment updates
  • an invitation to the AFS Annual Client Briefing, where the AFS team and guest speakers discuss current local and international investment issues

The Essentials Program

As a member of the Essentials Program you will work with a dedicated financial planner. AFS client service managers will be available to assist you at all times. You will be sent a Portfolio Review once a year along with an invitation to meet with your planner if required.

This consolidated service package is suitable if you are in a reasonably straightforward financial situation and don't have complex ongoing financial demands. As your circumstances evolve you will have access to AFS Private Client Services that offer a more comprehensive solution.

 

The AFS Essentials Program includes:

  • access to a financial planner and administration support staff, whom you can contact by phone, email or in person at no extra cost
  • the offer of an Annual Planning Meeting to review  your total financial position, and ensure your objectives and strategies are aligned using  live modelling tools
  • a comprehensive, tailored financial plan can be provided at an extra fee when or if your circumstances require
  • electronically delivered newsletters and investment updates
  • an invitation to the AFS Annual Client Briefing, where the AFS team and guest speakers discuss current local and international investment issues

Customer Care Program

As a member of the AFS Customer Care Program, you'll have access to our Client Service Management team at all times via phone or email for everyday queries. A financial planner will be available to you via email or phone for any advice queries. You will be sent a Portfolio Review once every 2 years along with an invitation to meet with your Financial Planner if required.

The AFS Customer Care Program is designed to offer peace of mind. This basic-level service package is typically for individuals who are starting out in life and need help to make the right choices or are in an stationary stage that requires very little strategy adjustment. As your circumstances evolve you will have access to AFS Essential Program that offers a more extensive service.

 

The AFS Customer Care Program includes:

  • access to administration support staff, whom you can contact by phone or email
  • the offer of a Planning Meeting with your financial planner every 2 years to review  your financial position; if required; to ensure your objectives and strategies are on the right track
  • a comprehensive, tailored financial plan can be provided at an extra fee when or if your circumstances require
  • electronically delivered newsletters and investment updates

Speak with us today and make a time to put plans in place for your tomorrow.

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