Our Offer
A dynamic partnership to support your business and quality advice to your clientsOur Offer
Affinia Advice Support
With Affinia, you will get access to:
- Financial planning technical support
- APL guidance
- Access to industry investment research
- Complaints support
- Financial Planning Software flexibility
We provide you with the processes and guidelines.
Business Coaching
Affinia supports business excellence through Business Consultants who can help you to:
- Increase productivity and find efficiencies
- Achieve your goals through business evolution planning
Our Business Consultant also provide you with advice coaching and remediation as well as market intelligence updates.
Business Support
Our Business Consultants will support your business and drive results by assisting with a range of initiatives including business planning, process improvement and developing marketing and digital strategies to ensure the sustained success of your business.
Community
Affinia is a family of community minded professionals. We live and breathe our house rules of:
- Get involved
- Give back
- Champion our brand
- Be professional
- Do what’s right
Compliance Culture
At Affinia, we live and breathe a culture of compliance. We help our advisers with their compliance through:
- A quarterly review program to ensure regular feedback is provided
- Solutions-focused approach to compliance matters
- Solid working relationships with the adviser and practice network.
- Team members with ‘real life’ experience from working in financial planning practices
Education and Training
We support you to be able to continue in the industry by offering tailored education mapping and preparation for FASEA industry exam
Affinia Adviser Centre
The Affinia Adviser Centre is your one-stop-shop for all things technical, compliance, business processes and updates. Here you will find all the latest policy and procedures to ensure Affinia Representatives are equipped to practice with confidence.