Our five step journey to success

by Phil Smart

Our Methodology

AFA’s proven methodology helps you manage your income, expense, assets, liabilities, investments, superannuation and cashflow.

As well as providing recommendations on how to achieve your goals, we empower you with the knowledge to make the right decisions at any life stage.

Our five step journey

When you work with us, you’ll be guided through a five step process:

Step 1: We work to understand your current situation, needs and goals.

Step 2: We empower you with the tools and knowledge to take charge of your financial future through our ‘Principles of Wealth Creation’ program.

Step 3: We formulate and present a plan to help you achieve your dream lifestyle based on your current situation.

Step 4: Once we have agreed on your plan, we help you put it into action – making sure you understand what to do (and when).

Step 5: We continue to monitor and review your financial progress to ensure you stay on track.