Getting started
6 min read
When should you speak with a financial professional?
A practical guide to recognising when specialist input could make a financial decision clearer.
Read articleFinancial direction made clearer
Get connected to the right financial expertise.
Whether you are preparing for retirement, building wealth, reviewing tax strategies or getting your finances back on track, AFC helps you understand your next step and connect with professionals suited to your goals.
A straightforward conversation. Clear next steps. No pressure.
AFC pathway
From questions to a clearer direction
- Clear and straightforward process
- Connections based on your goals
- Access to relevant specialists
- Personal support from the first conversation
Start with what matters
What are you working towards?
Financial goals look different for everyone. Start with what matters to you and AFC will help identify the type of support you may need.
How AFC works
A clearer way to find financial support
You do not need to know the name of the service or specialist you need. Start with your situation and we will help clarify the direction.
- 01
Tell us what you want to achieve
Start with a straightforward conversation about your priorities, circumstances and the type of support you are looking for.
Clear, human support - 02
We identify the right direction
AFC considers which category of financial specialist or service provider may be appropriate for your needs.
Clear, human support - 03
Meet the right professional
We make an introduction so you can explore your options and determine whether the provider is right for you.
Clear, human support
Start with your goals
Not a product or provider
Clarify the direction
Understand the kind of help that fits
Connect with expertise
An introduction you can consider
Why AFC
Financial services can feel complicated. Finding the right help shouldn’t.
AFC creates a more human first step—one built around listening, clarity and an appropriate direction for your needs.
- One clear starting point
- Less time searching for providers
- Support across a wide range of financial goals
- Straightforward communication
- Introductions based on the type of expertise required
- A personal process rather than an automated directory
- No-pressure initial conversation
- Clear next steps
Relevant expertise
Different goals require different expertise
AFC starts with the outcome you are working towards, then helps identify the category of support that may be relevant.
- 01Financial advice
- 02Retirement planning
- 03Superannuation
- 04Accounting and taxation
- 05Lending and refinancing
- 06Property finance
- 07Personal insurance
- 08Business advisory
- 09Estate-planning coordination
- 10Wealth and investment services
About AFC
A better starting point for financial decisions
Active Financial Consulting was created to give people a clearer starting point when they need financial support.
Rather than expecting clients to understand every financial service, provider and specialisation, AFC begins with the individual’s goals. We listen, identify the type of expertise that may be relevant and help connect each client with an appropriate professional or financial-services organisation.
Learn more about AFCInsights
Clarity starts with better questions
Practical, general information to help you prepare for productive financial conversations.
Preparing for a conversation
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What to prepare before a financial conversation
A simple way to organise your goals and questions without sharing sensitive information too soon.
Read articleUnderstanding advice
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Understanding general and personal financial advice
Why the distinction matters, what to ask a provider and where factual information fits.
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