John Purl

Mutual Trust Pty Ltd

Gold
14 Yrs Experience
Melbourne, VIC 3000

When I created my wealth advisory business in 2014 I named it ‘Affinitas Capital’, of which 'Affinitas' is Latin for ‘relationship’.

You see at my core that’s what I’m all about, building strong relationships with my clients so that we can work together for life. To me the ‘long game’ and achieving what you want at each stage in your life is the most important thing.

Your life long success to me isn’t just about you having a wealth advisor but letting me help you achieve whatever goals you need to hit to be successful.

When you get to know me you’ll also quickly realise I’m a strong advocate for fitness and maintaining a healthy lifestyle. Let’s face it, if you’re struggling in health or happiness it’s difficult to be financially successful.

You’d be just blown away at the direct correlation between health, happiness and financial success. It’s something I’m super passionate about helping people with.

Before Affinitas Capital I worked for a US Investment Bank and Big Four Australian Banks, helping a wide range of clients over the past 14 years including high net worth individuals and families.

Throughout my journey though the most important thing I’ve learned is that for everyone’s success you need to maintain strong relationships and always deliver on what you promise.

That’s what Affinitas Capital is all about and my promise to you.

John Purl

john@affinitascapital.com.au

Financial Advisor

08 8172 9122

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.88
  • Number of reviews 2
  • First year providing advice 2011
  • Years of experience 14
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Mutual Trust Pty Ltd

Level 32, 360 Collins St
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Mutual Trust Pty Ltd

AFSL 234590