Aff Investment Management

AFF Investment Management provides tailored Individually Managed Portfolios to qualified individuals /families (typically via their Family Trust and /or Self-Managed Super Fund). We do not pool our investor's assets but rather each investor enjoys the freedom and control of having their own discrete portfolio. The legal title to assets are held by each investor (not a third party) which provides ultimate control and transparency. Our core objectives are to preserve our client's capital and generate consistently positive returns. We are confident in achieving these objectives because of our: - Experience;- Clearly defined and sensible investment approach- Clearly defined and sensible risk management process- Flexibility to hold cash in the absence of compelling investment opportunities- Freedom to be index unaware
Social Link - Linkedin: http://www. linkedin.com/company /aff-investment-management
Keywords: financial services

At heart, our service is that of an active wealth manager. We provide ongoing proactive advice and portfolio management services to clients who value the following:

- independence from the banks;
- the need to delegate aspects of their financial lives;
- being engaged in a mutually beneficial relationship over the long-term; and
- a focus on lifestyle outcomes.

Our key specilaist areas are: Self Managed Super Funds, Tax minimisation and direct investment portfolio management.

We are very selective with our client-base so our client-to-adviser ratios remain small. We view this as imperative as it allows our advisers to actively manage their clients investment portfolios and identify wealth creation opportunities as they arise. This is a rare dynamic in the wealth management industry!