About Affinity Wealth Advisers
Affinity Wealth Advisers Pty Ltd is a boutique financial planning practice located in Morphett St, Adelaide. Established in 2014 and with approximately 40 year’s combined experience within our team, we pride ourselves on providing tailored, personal strategic and professional advice to our clients based on their current needs, along with their desired goals for the near and foreseeable future.
We understand the different stages in life that individuals, families and businesses go through. We believe our wealth of knowledge in the financial industry and our expert advice will give you the confidence and clarity you need to fulfil your pathway to a successful and sustainable future, whilst maintaining current lifestyle priorities.
Services we offer:
- Self-Managed Superannuation
- Estate Planning
- Personal Risk Insurance
- Wealth Creation Strategies
We understand that financial success requires a long-term approach which must be nurtured and developed over time, which is why we work hard to forge lasting relationships. Our approach is one of transparency, collaboration, honesty, discretion and respect.
David Grenci and Affinity Wealth Advisers Pty Ltd, ABN 25 600 358 923 are Authorised Representatives of Affinity Group Advisers Pty Ltd ABN 16 657 794 860 (AFSL No. 539748) This information is not personal advice and you should not act on it unless you have received personal advice from a licensed adviser.