AFAN helps business people and families to be secure in the knowledge that their financial affairs are well structured. Our clients have busy and complex lives, they need more than simple insurance, a home loan or Superannuation. We are a fan of helping people with complex family arrangements, multiple investments and assets which need to be protected.
Our financial experts use experience and skill to manage our clients' affairs, acting as their go-to person to connect them with other qualified specialists as required. We enjoy what we do, are capable, confident and we believe in the power of leveraging the expertise of our colleagues for the benefit of our client.
Our financial experts use experience and skill to manage our clients' affairs, acting as their go-to person to connect them with other qualified specialists as required. We enjoy what we do, are capable, confident and we believe in the power of leveraging the expertise of our colleagues for the benefit of our client.
Services
Craig's attention to detail & technical expertise is recognized in the financial services industry with many accountants, financial planners & risk advisers seeking his assistance with their own client's business and personal needs. Ian is a unique combination of professional banker polish, business acumen and a keen sense of humour.
Making sure that ALL of our client's professional advisers (Accountant, Solicitor, Financial Planner, Broker, Consultants etc.) are on the same page so that we can achieve the very best outcome. AFAN allows both experienced and younger advisers to leverage off each other's skills to meet the client's needs.
AFAN works with families and business people with a very comprehensive range of services all around Australia. Working with families and business people who want to know that their hard-earned assets will end up in the right hands. Working with families to locate a home of choice with as little stress as possible, with funding strategies to meet upfront and ongoing care expenses.
I had never been a client of Craig's, however Craig and his team were only too willing to assist me and my family after they discovered that the Industry Superannuation fund, with which I was a member, was constantly putting up barriers during my terminal illness claim.
It was stressful enough having to deal with my predicament, the chemotherapy and my family's grief, but then being treated like 'a number' by this large organisation made it almost impossible to bare.This was when my employer, one of Craig's clients, brought this to Craig's attention. Craig immediately stepped in and took control of the situation.
It was stressful enough having to deal with my predicament, the chemotherapy and my family's grief, but then being treated like 'a number' by this large organisation made it almost impossible to bare.This was when my employer, one of Craig's clients, brought this to Craig's attention. Craig immediately stepped in and took control of the situation.
Working with families and businesspeople who want to know that their hard-earned assets will end up in the right hands. Does your will state that your assets are to be left to a spouse and/or children? What then happens to those assets if the recipient experiences a relationship breakdown or bankruptcy?
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