Growing Money,finance advice

Wealth Strategy

Growing Money, Financial Advice

AFM Wealth Strategy helps you reach your full financial potential by providing independent, holistic, goals-based advice.

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AFM Wealth Strategy is a Corporate Authorised Representative of Independent Financial Adviser Australia (AFSL 464629)

AFM Wealth Strategy is proudly Independent and adheres to the strict Gold Standard Independence Definition of the Profession of Independent Financial Adviser (PIFA) – learn more here

General Advice Warning

This information has been prepared without taking into account your objectives, financial situation, or needs. You should not act on any advice without considering the appropriateness of that advice in the light of your own circumstances.  You should always seek individual personal advice.

Contact

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Services

Specialised Centrelink & Aged Care
Retirement, Super and SMSF Optimisation
Estate Planning
Debt Management
Personal Insurances
Strategic Investment Advice

General Advice Warning

This information has been prepared without taking into account your objectives, financial situation or needs. Before acting on any advice, you should always consider the appropriateness of any advice in light of your own circumstances.

Please see our Financial Services Guide here.
Please see our Privacy Policy & Data Collection Statement here.

AFM Wealth Strategy Pty Ltd (ASIC # 343788), Antony Cafarella (ASIC # 244698), and Zac Kessner (ASIC # 1299514) are Authorised Representatives of Independent Financial Adviser Australia Pty Ltd, AFSL 464629.

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Our Process

Initial Appointment

Free of charge, overview of services, assess fit.

Initial Assessment Of Circumstances

Review your current financial situation and explore strategies.

Statement Of Advice

Formal recommendations tailored to your goals, including strategy and product suggestions.

Blog

SMSF Commercial Property Purchase FAQ

Can an SMSF buy a commercial property? Yes. This is the method of property purchase that is allowable for SMSF.

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Why Xero?

Work Faster and Smarter with Xero Cloud Accounting Software Xero is a cloud-based accounting software designed to streamline financial tasks

Read More

Meet Our Team

Tony Cafarella

  • Director of AFM Wealth Strategy
  • 15+ years experience with Centrelink
  • 20+ years experience as an adviser
  • Practicing Member and Board Member of PIFA (Profession of Independent Financial Advisers)

Zac Kessner

  • Senior Adviser at AFM Wealth Strategy
  • 3 years with AFM Wealth Strategy
  • Specialist in Aged Care & Centrelink
  • Associate member of PIFA (Profession of Independent Financial Advisers)

Zac Kessner

  • Senior Adviser at AFM Wealth Strategy
  • 3 years with AFM Wealth Strategy
  • Specialist in Aged Care & Centrelink
  • Associate member of PIFA (Profession of Independent Financial Advisers)
As a new client (nervous with change) I am really impressed with communications and information sessions. Not to mention the friendly staff I have met/or had contact with.
Liz G
We have been using AFM Financial Management Services (Tony) since we retired in 2020. We are extremely happy with the advice and financial strategy that Tony has put in place to suit our individual needs. During this time we have seen our investment grow at a better than expected rate. We have an excellent relationship with all the staff and have found them very supportive and helpful and are great at their jobs. We cannot recommend them highly enough.
Val & Kevin
We have been with AFM since 2018 and in our opinion, could not have picked a better company to provide sound financial advice. Tony and Zac have always been very professional, understanding our needs and taking the time to explain strategies for the now and future goals. They have put our minds at ease with recent financial market turbulence providing good direction resulting in positive outcome, along with the comfort that our finances are in good hands. All the staff at AFM are a very friendly group and cannot do enough for you. Thoroughly recommend.
Karen & Craig
In AFM Wealth Strategy, we have found a Financial Adviser who has taken the time to get to know us, understand our needs and work effectively to deliver outcomes of a high standard. Working with them, we have enjoyed a genuine personal approach, beautifully balanced with a strong alignment to our business culture of integrity, professionalism and individualised solutions.
Anonymous

Meet Our Team

Tony Cafarella

  • Director of AFM Wealth Strategy
  • 15+ years experience with Centrelink
  • 20+ years experience as an adviser
  • Practicing Member and Board Member of PIFA (Profession of Independent Financial Advisers)

Zac Kessner

  • Senior Adviser at AFM Wealth Strategy
  • 3 years with AFM Wealth Strategy
  • Specialist in Aged Care & Centrelink
  • Associate member of PIFA (Profession of Independent Financial Advisers)

Testimonials

As a new client (nervous with change) I am really impressed with communications and information sessions. Not to mention the friendly staff I have met/or had contact with.
Liz G
We have been using AFM Financial Management Services (Tony) since we retired in 2020. We are extremely happy with the advice and financial strategy that Tony has put in place to suit our individual needs. During this time we have seen our investment grow at a better than expected rate. We have an excellent relationship with all the staff and have found them very supportive and helpful and are great at their jobs. We cannot recommend them highly enough.
Val & Kevin
We have been with AFM since 2018 and in our opinion, could not have picked a better company to provide sound financial advice. Tony and Zac have always been very professional, understanding our needs and taking the time to explain strategies for the now and future goals. They have put our minds at ease with recent financial market turbulence providing good direction resulting in positive outcome, along with the comfort that our finances are in good hands. All the staff at AFM are a very friendly group and cannot do enough for you. Thoroughly recommend.
Karen and Craig
In AFM Wealth Strategy, we have found a Financial Adviser who has taken the time to get to know us, understand our needs and work effectively to deliver outcomes of a high standard. Working with them, we have enjoyed a genuine personal approach, beautifully balanced with a strong alignment to our business culture of integrity, professionalism and individualised solutions.
Anonymous

Not convinced?

See what our clients have to say.

As a new client (nervous with change) I am really impressed with communications and information sessions. Not to mention the friendly staff I have met/or had contact with.

  • Liz G

We have been using AFM Financial Management Services (Tony) since we retired in 2020. We are extremely happy with the advice and financial strategy that Tony has put in place to suit our individual needs. During this time we have seen our investment grow at a better than expected rate. We have an excellent relationship with all the staff and have found them very supportive and helpful and are great at their jobs. We cannot recommend them highly enough.

  • Val & Kevin

We have been with AFM since 2018 and in our opinion, could not have picked a better company to provide sound financial advice. Tony and Zac have always been very professional, understanding our needs and taking the time to explain strategies for the now and future goals. They have put our minds at ease with recent financial market turbulence providing good direction resulting in positive outcome, along with the comfort that our finances are in good hands. All the staff at AFM are a very friendly group and cannot do enough for you. Thoroughly recommend.

  • Karen & Craig

In AFM Wealth Strategy, we have found a Financial Adviser who has taken the time to get to know us, understand our needs and work effectively to deliver outcomes of a high standard. Working with them, we have enjoyed a genuine personal approach, beautifully balanced with a strong alignment to our business culture of integrity, professionalism and individualised solutions.

  • Anonymous

Contact Us

Are you ready to realise your full financial potential? Call us to arrange an appointment today!

Book an Appointment

Important Information:

Please review our Financial Services Guide (FSG) and Privacy Policy for details on our services and how we handle your information.