Astute Investments and Financial Planning (AIFP) is a licensed Financial Advice Provider that engages financial advisor who provide specialized advice in Mortgages, Insurance, and Investments.

We can proudly call ourselves a one-stop shop with most of your financial needs handled in-house with the exception to some specialist advice areas such as accounting and tax, where we have partner arrangements with accountants to cater to those needs as well.

How can we help you

Having specialist advisers dealing in all areas of financial advice in-house allows us to provide you quality holistic advice although you can pick and choose what areas you would like advice on. Our advice is customized and focused around you and we follow a stringent six-step advice process that ensures we provide you with the best advice and make it a workable, easy to follow process.

Your adviser at AIFP wears the hat of a mentor, a friend, a confidante you can rely on to walk you through the advice process step by step. Rather than following a transactional approach, we at AIFP believe in establishing a trust relationship with you. We achieve this by regularly reviewing your situation and making sure the advice you receive is always aligned with your goals.

So why wait! Give us a call or email us and a friendly team member will be in touch with you to get you started on your financial journey, and we’ll do our best to make it a memorable one.