Associated Concepts Financial Services is a family-owned and operated business based in Hawthorn, Victoria, Australia, with over 30 years of experience providing personalised financial strategies to medical specialists and established professionals. The team at AC-FS prides itself on its tradition of service and trust, working closely with professionals such as accountants and estate planning specialists to offer comprehensive solutions tailored to each client’s individual circumstances.
Founded by Dayan, a trusted adviser and mentor with extensive industry experience, AC-FS offers bespoke financial planning services that include generational wealth management, investment portfolio construction, retirement planning, insurance products, and estate planning. The team at AC-FS is dedicated to assisting clients in achieving their financial objectives by gaining a deep understanding of their personal situations and priorities, fostering long-term relationships built on trust and expertise.
With a commitment to excellence and a focus on client satisfaction, AC-FS leverages its team’s diverse expertise to provide clients with tailored financial solutions that align with their unique goals and risk tolerance. From optimising cash flow to maximising returns through tax-effective strategies, AC-FS ensures that each client receives comprehensive financial advice and support to secure their financial future and protect what matters most to them.