Financial Planning

Reviewing your current financial position, accumulating wealth, mitigating risk or assisting you to define your future financial goals and then advising you on how best to achieve them is how we help.

If you need assistance with shares, managed investments, super fund analysis, choosing the best term deposits, property securities assistance or simply a health check on your existing situation, we are able to assist.

Australian Financial Planning Group (AFPG)

Australian Financial Planning Group (AFPG) is based in Sydney and was established in 2000, with the aim of helping everyday Australians meet their financial goals using a holistic approach, taking into account their entire financial situation.  In 2004, they obtained their own financial services license, to ensure they maintain absolute control over the range of products and services they offer.

Their team have a broad base of skills and experience in a range of financial services including:

  • Superannuation
  • Wealth Protection (Personal Insurance)
  • Retirement Planning
  • Tax Effective Investmenting
  • Succession Planning
  • Self Managed Super Funds (SMSFs)
  • Tax Planning
  • Property Investing
  • Lending
  • Mortgage Elimination
Chau & Hennessy
Professional Accountants

Ph: 02 6652 2999

Fax: 02 6652 4694

Email:

 
Postal Address

PO Box 4042

Coffs Harbour Jetty NSW 2450

Australia

 
Street Address

14 Edgar Street

Coffs Harbour Jetty NSW 2450

Australia