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What can we help you with?

Our integrated advisory approach ensures we can help you plan for the future in a variety of financial disciplines – from wealth management and tax and business advisory to lending and property. Whatever your immediate need, we’re here to answer your questions.

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Our integrated services

financial advisor services sydney wealth management

Wealth Management

Build your wealth for a brighter future, with a strategic approach to investment, super, retirement, estate planning and insurance.

  • Ensure your wealth flourishes with an integrated, effective strategy
  • Pursue financial freedom by leveraging the best options for investment
  • Secure wealth for future generations with a dynamic portfolio
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financial advisor services sydney tax and business advisory

Tax & Business Advisory

Confused about how to start a business or run it better? We’ll steer you in the right direction, so you can devote your time to your career.

  • Strengthen your finances with the right structures for your business
  • Confidently acquire a business with support and expertise
  • Rely on an expert advisor to handle all your accounting and tax needs
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financial advisor services sydney lending

Lending

Flexible and tailored mortgage and asset lending solutions, created for medical professionals and high net worth individuals.

  • Relax, while we source the best options tailored for your needs
  • Comprehensive advice across home loans, medical lending, personal and commercial
  • Reap the rewards of having the right lending solution in place
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financial advisor services sydney property

Property

Comprehensive residential, commercial and investment property advice, including buyer’s agent and vendor advocacy services.

  • Buying and selling real estate made easy with our dedicated specialist
  • Strategic advice for renovations, investments and fit-outs
  • Fulfil your real estate dreams with our flexible solutions
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Gain confidence from a holistic approach

“

The team has been extremely professional and thorough in their work. Although this is expected from a financial group, very few pull this off. By understanding our financial position and our requirements, Abraham has been able to lead the team to project our future position, and the steps that need to be taken on multiple fronts to make sure we move towards a strong position. The holistic approach of managing taxes, investments, debts and super has enabled us to be confident in our decision making.

Mpho Banda

Excellence Awards

Holistic Advice Firm of the Year
Affluens360

Holistic Adviser of the Year
Abraham Aguilan

Practice Principal of the Year
Abraham Aguilan

Affinia Advisor of the Year
Abraham Aguilan
2023 Winner

Client Outcome Leader
Abraham Aguilan

SMSF Adviser of the Year
Abraham Aguilan

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Disclaimer: This website does not take into account any of your objectives, personal circumstances, financial situations or needs, and you should consider the appropriateness of this information in light of your own circumstances. If the content relates to the acquisition of a financial product, you should obtain and read a copy of the PDS/Prospectus relating to that product before making any decision. Affluens360 Wealth Management Pty Ltd, ABN 46 152 465 462, is an Authorised Representative of Advisory Circle Pty Ltd ABN 21 629 143 460 AFSL 513052. Note: Accounting, Tax & Business Planning, Legal, Buyers Agent Solution, Finance & Lending Services are provided independently of Advisory Circle Pty Ltd.

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