AFA Group Wealth

Ignore the 'free advice' from friends, and move on from taking uniformed risks and feeling overwhelmed with DIY wealth creation.

From our first meeting I knew I'd taken the first step to taking care of my future self by getting personalised financial advise from the experts who live and breath this stuff. As well as sound advice, solid plans and regular check-ins, the team invest in improving financial literacy of clients with regular podcasts, seminars and masterclass.they really empower you to educate yourself further with weekly kickstart, keeping everyone up to date in the world of finance.

Mason, John and the AFA group wealth team have really looked after me and I've never felt more confident about my financial future. Highly recommend, couldn't be happier, book in a meeting and see for yourself!

With a team of such capable experts behind us, we have never felt more confident about our financial future as we do now.

Our Wealth Adviser Nicola has been with us every step of the way and has worked tirelessly to help us put in place both short-term and long-term financial strategies to achieve our life goals. While our Wealth Lending Adviser Anthony did all of the heavy lifting to help us secure a competitive home loan that was right for us.

The team at AFA Group Wealth are always looking out for our best interests and we could not be happier with the service we have received!

John and his team are always looking at the best financial options for us. They are always reviewing our situation and adapt with current market trends. His advice is spot on and we are working towards our retirement. My husband and I would absolutely recommend John and his team for their courteous, professional and in depth financial advice. Wish we had gone eith them sooner.

Everyone at AFA is extremely trustworthy and have your best interests at heart. At no time have I felt pressured to do anything. They are there to help and work with you to structure your financial life, not just tell you what to do. Would highly recommend working with AFA.

We have been clients of AFA group since 2019 and have found them to be true professionals and top of their game! They have guided us on our retirement journey, providing us with expert, timely, advice on all aspects of our finances. John Cachia, John Koutsouroupas and team, value their clients, get to know them and understand their needs and goals. The financial strategies are ever-evolving and modified based on their sound, up to date expertise to achieve optimum outcomes and changing client needs and circumstances. These are communicated regularly through progress meetings. The meetings are never rushed and always well prepared for and they always deliver on their proposed actions. The team listen and have a laugh as well. We enter our next life stage with great confidence knowing AFA group are there to support and guide us to secure our financial future. Thank you AFA group. We only wish we had started our journey with you sooner.
Arcangelo and Claudia Capuzza

After a separation of 26yrs marriage and having little to do with finances, I needed advice and an education on planning my financial future. What I like about AFAG is their holistic approach and their willingness to be available to answer all my questions and guidance. I certainly feel I’ve got value for money with the amount of time they’ve spent with me and setting my financial plan up - essentially hand-holding during an unsettling time. All their staff I have encountered have been professional, responsive and friendly, and happy to address any concerns. I would highly recommend.

My husband and I have been working with the team at AFA Group over the past 4-5 years and we are so blessed to have a professional team that is helping / guiding us to set ourselves up financially and make the right financial decisions. Highly recommend the team at AFA Group for their constant support, advice and help!

Thank you to Anthony and the team at AFA Mortgage Brokers. Anthony has been amazing to deal with, excellent product knowledge, prompt in replying and professional in all our dealings. I highly recommend Anthony and AFA Mortgage Brokers in navigating this complex area. Thank you so much for helping us to buy our home.

We have been with AFA for about 4 years now and have been working with Anthony. I can honestly say that Anthony has been amazing. He has helped us so much and is always willing to go above and beyond to do the best thing for us. He is always available to talk to and is happy to answer any questions we have. I have emailed Anthony so many times with questions, that I'm sure are absolutely rediculous, however, he is always happy to responds. He explains things to us so that we understand what our finances are doing and he makes things very easy. He has helped us achieve so much over these years, that without Anthony and AFA, there is no way we could have achieved them on our own. Our future goals are looking so much better now and it's thanks to Anthony and AFA. I highly reccommend working with Anthony and the AFA Group. Thanks very much.

Anthony has been proactive since the beginning of our investment journey. I would rate him best in the business for his ability to customise and find a good deal in the current market! The whole process was so smooth and he made sure we were always kept informed!

John Cachia and Anthony Caligari were fantastic from day 1 and have been immensely helpful and always quick to respond.

Highly recommended.

We joined AFA Group wealth pre retirement, but wish we had done it earlier. We have found John Cachia initially and then his team very professional, caring, responsive and good value for money. We have been listened to, suggestions, directions and options given to us to aide decision making. We now have full trust in the JK team in dealing with our financial needs and changes.

John and his team are great to deal with.
Friendly and attentive staff that always listen to my requirements and always looking for ways to improve on things.
They also offer zoom information based meetings to provide a better understanding on finance and superannuation.
Kind regards Darren Jackson.

We’ve worked with many brokers in the past, none better than Anthony Caligari! He worked tirelessly to make sure our loan was approved and at the best rate possible, was able to answer all of our answers and was always prompt with responding to emails, calls etc.

Could not recommend Anthony highly enough to all our friends and family and will definitely be going straight back to Anthony when we require anything finance related.
Thank you Anthony!

If you’re in debt, failing at investing, or have some money but have no idea you’re doing with it, you should probably read on.

In July 2022 my finances were completely cooked. I was about $45k in debt, payments over due, lost money in crytpo, and my expenses in my business and personal life were out of control. Subscriptions, eating out, Uber eats, buying whatever….

I joined AFA in September after doing the road mapping session which one of the realest things I’ve ever done in my life. Do it.

During the last 3 months I have not only consolidated my spending, I have smashed $15k off my debt and saved a further $7k a year on outgoings, phenomenal.

I have exciting new values and beliefs around money, I now HAVE money, no longer suffer from money stress, and I sleep better because of it.

I‘ve gone from being virtually bankrupt to having a plan, support, and (if I stay true, and be consistent) to a forecast portfolio of $2.6M by the time I retire. But we’re just getting started.

The team and the community are bloody awesome, heaps of recourses, podcasts, weekly chats and support.

Thanks John, Mason & team AFA. They saved my ship from sinking for sure.

My husband and I have been working with John and the Team at AFA Group Wealth for almost a year and WOW! I love to budget and have always had good cashflow, however, I knew I needed guidance in ensuring our money was working the best it could for us to hit our goals. I didn't want to get 15 years down the track and wonder where our money had gone. Since working closely with John and Mason, my family now has a clear vision on growing our wealth and knowing we can hit financial independence in the future. And the best part is whenever there is doubt or worry that creeps in I know I can book in a time to speak with someone in the team and work through that. Thank you to John and his team for the continual education you give your clients and the peace of mind you have provided myself and my family for our financial future.

AFA Wealth Group are a dedicated team who really work hard to ensure that all financial components that we have including any investments are constantly looked after.
A really great service that I am really happy to recommend!

Having AFA Wealth as our financial advisor has been life changing since having them in our corner a year ago. John and Anthony are absolute superstars from explaining the investment strategies, implementing the MyWealth portal, lunchtime master-classes and podcasts - it's all part of their top notch service. We feel more comfortable about our future and can sleep better at night knowing Anthony and his team are working hard to make our goals a reality!

What we like about John is that when it comes to compliance, his approach is what you'd expect of a multi-national firm and not a small boutique firm. For someone like us, it provides us with that extra layer of assurance!

Anthony is an absolute god-send with all things related to mortgages including refinancing as he and his team makes the process as painless as possible for us. In fact, Anthony helped us refinance one of our loans to get the equity out which we had been trying to do for few years but other brokers said they couldn't help us!

Also huge shout out to the lovely assistants that work behind the scenes to make all this magic happen. Any question or query we have is promptly responded to whether by text, email or insta message (thanks John!)

We highly recommend AFA Wealth to all our friends and family!

We engaged the services of AFA Group over 1 year ago. We were living week to week and very stressed about our financial future. John Cachia set us up with a plan for our future and Anthony Caligari has continuously been adjusting our plan to the suit the financial climate.
We have saved so much money and we are no longer stressing about our retirement. Anthony was always available to answer our questions. He is always setting goals for us to keep us motivated and excited.
We highly recommend AFA Group. Our only regret is not engaging them earlier!

John and his amazing team are so helpful. Without their help, guidance and financial expertise, my future wouldn't be looking quite so financial. They really care. I am so appreciative for guiding me to one day retire and be in control of my finances, in my senior years.
Go Team xx