MEET THE TEAM
With Advisors and Administrators offering over 100 years’ combined experience, the Adfinity Financial Services team covers all financial disciplines. These include financial planning, asset management, tax, business administration, commercial finance and banking.
Our team’s mission is to provide holistic solutions and build trusted long-term relationships.
Consultations are conducted by an appointed FSCA accredited financial advisor with an administrator. Each advisor manages a limited number of clients to ensure a more personalized approach with precise attention to detail. Clients can select the number of annual consultations they require as part of our service agreement. Overviews are conducted annually.