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

AFM Wealth Strategy is a Corporate Authorised Representative of Independent Financial Advisers Australia (IFA-Aust), AFSL 464629

Tony Cafarella and Zac Kessner are proudly practicing members of Profession of Independent Financial Advisers (PIFA) and adhere to the strict Gold Standard Independence Definition of PIFA.

Guiding you through Centrelink and Aged Care to help maximise your entitlements and make confident decisions about your care and finances.

Helping you make the most of your superannuation and SMSF, so you can feel confident, prepared and supported as you work towards the retirement you want.

Helping you put the right plans in place to protect what matters most and make sure your wishes are looked after.

Helping you take control of your debt and create a clearer path towards greater financial freedom.

Making sure you and the people you care about have the right protection in place when you need it most.

Helping you invest with confidence through a strategy tailored to your goals, needs and the life you want to enjoy.
We start with a complimentary, no-obligation meeting to understand your situation, goals and what you are looking to achieve. We will also determine whether we are the right fit to help you.
If you choose to proceed, we will gather the information we need to understand your current financial position. We will review your existing arrangements and explore different strategies to show you what your financial future could look like.
Based on our strategy development with you, we will construct a tailored financial plan based on your goals and circumstances. Our advice document will clearly explain our recommendations on strategy and product, why we believe they are appropriate, and the benefits, risks and costs involved.
Once you are comfortable with your plan, you can choose to implement the recommendations yourself or have our team take care of the process for you.
Your financial plan should evolve as your life does. Our optional ongoing advice service provides regular reviews and support to help keep your strategy on track and adapt when your circumstances or goals change.

Senior Adviser

Provisional Adviser

Paraplanner

Paraplanner

Client Services Manager
Call us to arrange an appointment today!
42 Fullarton Road, Norwood SA 5067, Australia
Monday to Friday
9:00 AM to 5:30 PM
Please review our Financial Services Guide (FSG) and Privacy Policy for details on our services and how we handle your information.
The information on this website is general in nature and is not intended to be personal financial advice.
Everyone’s circumstances are different, so we recommend speaking with a qualified independent financial adviser before making any financial decisions.
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