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Add your contact details and a financial advisor will be in touch to discuss your financial future.

Expert advice can be the key to making informed decisions for your financial future. Crescent Wealth has partnered with the leading independent financial planning association, the Association of Independently Owned Financial Professionals (AIOFP). The AIOFP is Australia’s largest and fastest growing association for independently owned financial planners, providing choice and balance to consumers. www.aiofp.net.au

About the Association of Independently Owned Financial Professionals

The Association of Independently Owned Financial Professionals (AIOFP) was established in 1998 to differentiate the independently owned practices from the institutionally owned practices in the market place. To be an AIOFP member, practices must not have any ownership from a financial institution and operate their own Australian Financial Services License under strict regulation by the Australian Securities and Investment  Commission (ASIC). Incorporating this structure allows an AIOFP member adviser to make their own decisions on a client’s portfolio direction and content without the conflicting influence of institutional ownership.

Why get financial advice?

The right kind of financial advice can really make a big difference. Financial advice can give you confidence that your future plans are achievable, and if you’re not on track to achieving your goals, it can help you put the right strategies in place, or come up with more realistic goals.

Financial advice can help you:

  • Set and achieve your financial goals
  • Make the most of your money
  • Get any government assistance you’re entitled to
  • Feel more in control of your finances and your life
  • Avoid expensive mistakes
  • Protect your assets

We recommend visiting the Australian Securities & Investment Commission’s MoneySmart website for more:

www.moneysmart.gov.au/investing/financial-advice

Find a Financial Planner

If you would like to speak to an adviser face-to-face about more complex issues and you want a financial plan, Crescent Wealth can help you get in contact with expert advisors from leading independent financial planning association, the Association of Independently Owned Financial Professionals (AIOFP).

Finding out more or applying is simple, contact an AIOFP member closest to you by logging onto: www.aiofp.net.au

You may also contact Crescent Wealth Investor Services on 1300 926 262 or by email on info@crescentwealth.com.au and we can put you in touch with an AIOFP member nearest to you.