AFM Wealth Strategy

30/09/2026

29/09/2026

28/09/2026

🚨 Small Business Owners: Thinking About Retiring?

Before you sell, there’s something you should know…

You may be eligible for specific Capital Gains Tax (CGT) concessions designed for small business owners who are retiring.

These concessions can be valuable — but eligibility depends on your individual circumstances, and the rules can be complex.

So, before you make any big decisions…

Give us a call.

Let’s talk about what may be available to you and how it could fit into your retirement plans.

AFM Wealth Strategy is an Authorised Representative of Independent Financial Advisers Australia, AFSL 464629

21/09/2026

📍 Ridgehaven Office Now Available by Appointment

We are pleased to let you know that our Ridgehaven office is now available for client appointments upon request.

Whether you are looking to discuss your financial goals, review your current strategy, or simply have a conversation about your financial future, you can now choose to meet with us at our Ridgehaven location.

Appointments are available by request, giving you greater flexibility when it comes to where and when you meet with our team.

If you would like to arrange an appointment at our Ridgehaven office, simply get in touch with our team.

📞 Contact us today to book your appointment on 08 8363 4499 or by email to [email protected]

17/09/2026

🎉 Our new website is LIVE! 🎉

We’ve been busy behind the scenes giving the AFM Wealth Strategy website a fresh new look — and we are excited to finally share it with you!

It’s easier to navigate, packed with helpful information, and gives you a better look at who we are, what we do and how we can help.

💻 Take a look and let us know what you think!

Visit our new website today!

https://afmwealthstrategy.com.au/

AFM Wealth Strategy helps you reach your full financial potential by providing independent, holistic, goals-based advice.

14/09/2026

📻 Have you heard AFM Wealth Strategy on the radio?

Today we went behind the scenes at the FIVEAA studio as we get ready to take our AFM Wealth Strategy advertising campaign to the airwaves! 🎙️

We are pretty excited to be getting our message out there because when it comes to your finances, having someone in your corner can make all the difference.

So over the coming weeks, keep your ears tuned to FiveAA… you might just hear some familiar names popping up! 😉

And if our ad gets you thinking about your finances, Let’s Talk.

📞 Get in touch with the AFM Wealth Strategy team today and book your free, no-obligation first appointment.

14/09/2026

Nothing makes us prouder than hearing from happy clients. 😊

Thank you for your wonderful feedback and for trusting AFM Wealth Strategy to help you achieve your financial goals. Your support means so much to our team.

07/09/2026

Have you ever stopped to think about what your future self would want you to do with your money today?

Financial planning isn’t necessarily about investing more or spending less. It’s about understanding where you are, where you want to go, and having a clear plan to help you get there.

Life doesn’t always go according to plan, but having the right financial strategy can give you the confidence to make informed decisions along the way.

Because ultimately, your finances should support the life you want to live — both today and in the future.

What could you do today that your future self would thank you for?

AFM Wealth Strategy is an Authorised Representative of Independent Financial Advisers Australia, AFSL 464629

03/09/2026

Have you ever wondered what happens to your wealth when you pass away - and whether your family will have to pay tax on their inheritance?

While Australia does not currently have a general inheritance or “death tax”, there can still be tax implications depending on the assets you own, who receives them, and what happens to those assets after your death.

From superannuation and investment properties to shares and the family home, there are a number of things worth considering as part of your estate planning.

Estate planning is not just about deciding who gets what - it is about making sure your wishes are understood and helping your loved ones navigate what comes next.

💡 A little planning today can make a big difference tomorrow!

AFM Wealth Strategy is an Authorised Representative of Independent Financial Advisers Australia, AFSL 464629