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Affinitas Capital


Business : Affinitas Capital
Contact Name : John Purl
Phone Number : 0402 347 189
Email : Supplied on contact.

Relevance Scale : ◉◉◉◉◯◯4

About Our Services
Affinitas Capital is a Wealth Advisory business designed for high net wealth individuals and families. We understand that each investor is different and requires individual attention, and it is this deep understanding that enables us to develop a tailored solution for each client.

Our strategic and investment advice focuses on not only protecting and growing the wealth of our clients, but includes the analysis of asset allocation and cashflow tracking. We provide our clients with access to portfolio administration services, model portfolios, tailored portfolios, corporate actions, investment and economic research.

Not only do we build relationships with our clients, but we work with professional partners such as accountants, solicitors and bankers where appropriate to provide the best outcome for our clients.

Affinitas Capital is a business that is based on more than just Wealth Creation, it is based on strong relationships, and having clients for life.

About Us
John has been advising key clients in financial advisory and investment markets since 2004. John has extensive experience in dealing with high net worth individuals and families, small to medium businesses and business owners. In 2014 John made the decision to establish Affinitas Capital with the goal of providing a private office style service to high net worth clients

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Days: By Appointment Only

From: 07:00 AM Until: 09:00 PM

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