Why Us

With over 10 years planning experience and over 14 years lending experience, Australian Financial is one of Australia's leading financial services companies providing an extended range of integrated financial solutions and products through its planning and lending divisions.

Being independently owned and operated, our planning division offers solutions, service and advice. With our own Australian Financial Services License we deliver wealth management results to create life style opportunities to our clients.

Since 1995, our lending division has had strong foundations in the industry. With a comprehensive range of products to choose from, Australian Financial’s lending division prides itself on our leading panel of lenders such as Adelaide and Bendigo Bank and Origin as well as leading non-bank lenders such as Resimac and Firstmac.

Australian Financial provides flexible, all-inclusive financial services as well as valuable ongoing support to all our partners and clients. The recent merge has provided significant scope for us to serve our clients better as well as remain open and flexible to our client’s wants and needs.

Our Mission

We aim to understand our client’s financial situation intimately. We strive to offer the highest levels of financial advice, backed by products from only the best financial institutions. We are determined to support out clients with exceptional service that will continually exceed expectations and build wealth.

Our Planning Divisions

Our planning division encompasses all aspect of financial planning including retirement planning, negative gearing, investments, general and personal insurance, superannuation, business succession planning advice, home loans, leasing and equipment finance, commercial finance, as well as providing investment property strategies and advice. With offices in Sydney, Melbourne and Brisbane, the planning division is well positioned to assist with all situations and circumstances.

Planning Division Products and Services

Our planning product s and service offerings include:

• Retirement Planning
  • Our authorised representatives receive regular training to keep up to date with legislative changes and variations to be able to assist with the complexities of government retirement planning.
• Negative Gearing
• Investment Advice
  • There are a variety of ways to invest in today’s complex investment markets, an Australian Financial strategy provides a variety of investment options which is not simply limited managed funds.
• Personal Insurance
  • With access to all the major life insurance companies, clients can be assured that they will receive market leading products at the most affordable price.
• Business and General Insurance
  • Australian Financial has established a relationship with a wide selection of insurers, enabling us to deliver the most cost effective risk protection solution possible.
• Superannuation
  • Our research team have identified our top 200 out of thousands of Superannuation Funds available for our approved list; providing optimum returns with minimal risk.
• Business Succession Planning Advice
• Residential Investment property
  • An extensive variety of properties available nation wide, including house and land packages and units, we have access to a variety of suitable properties.
• Leasing & Equipment Finance
• Commercial Finance
• Wealth Protection
• Tax Effective Investments
  • With an intimate knowledge of tax effective strategies our Authorised Representatives can provide sound taxation planning advice with products to suit any investment profile.

All the products offered are thoroughly researched using independent research houses before they appear on our Approved Product List (APL).

Our Lending Division

Our lending division manages the mortgages of over 4000 individuals from introduction to discharge, including credit assessment and settlement. We have a customer service focus and a flexible and professional approach. We are committed to providing outstanding service supported by quality products.

Our comprehensive product list caters for first home buyer’s right through to investors. And with properties addresses on a case by case basis our credit assessment and settlement teams provide speedy, effective and efficient processing of all applications.

Australian Financial’s lending division have a wide variety of financial arrangements with some of Australia’s leading lending institutions and with knowledgeable and creative business development managers available we can provide comprehensive wealth building solutions.