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Who we are

Financial Affairs Pty Ltd (Financial Affairs) was established in 1970 and is recognised amongst its peers as an industry leader throughout Melbourne.

Financial Affairs is a financial planning firm that provides clients with personalised advice to help them make informed decisions about their financial affairs and to achieve peace of mind knowing that their financial future is secure.

The firm’s vision is to develop long term partnerships with its clients, working to help them secure their financial affairs.

Advice is our product

Our advice team builds relationships based on:
  • Trust and mutual respect
  • Professionalism and integrity
  • Ideas that help build your wealth
  • Expert knowledge and research
  • Personalised and tailored advice to meet your needs
  • Alliances with your other strategic advisors to develop statements of advice

The firm was established by Brett Williams in 1991 and has built a reputation of being progressive and innovative in our approach whilst remaining true to the needs of our clients by building strong relationships and providing quality advice.

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