Contact Us Today On (03) 9820 1800

What does your financial success look like?

Everyone has their own idea of what personal financial success looks like and over the past ten years Affinity Planning has helped thousands of Australians realise their dreams.

Planning for the future doesn’t have to be daunting. Together, we can break down your goals into an easy to follow roadmap, making the goal of financial security, not only attainable, but enjoyable and rewarding.  

Preparing for the future doesn't have to be difficult. 

Funnily enough, Financial Planning isn’t necessarily about money. The essence of Financial Planning is about affording yourself the freedom to do and have the things that matter most. Whether it's a new home, accommodating an expanding family, travel, business, wealth creation or most importantly protecting your loved ones from unexpected financial trauma (such as disablement, critical illness or death), a Financial Planner can help create a tailored financial strategy and, importantly, give you the tools and support you need to implement and maintain it.

Take advantage of our introductory, no obligation consultation at our expense by calling on 03 9820 1800 or email


Affinity Planning, Corporate Authorised Representative no. 460310 of Interprac Financial Planning AFSL no. 246638