You asked for it…here it is. We are excited to announce the launch of APS Financial Planning Pty Ltd!
You have asked us in recent surveys to provide a financial planning service. We are pleased to announce that all members will now have access to independent, low cost advice – and it is only a toll free phone call away on 1300 131 809.
APS Financial Planning is UNIQUE. Like APS Benefits, our fee structure is not-for-profit based, saving you thousands of dollars over the life of your investments compared to other financial groups. Additionally, we do not charge any fees for your first appointment or discussion. If after discussion you require specific advice, we will advise you in writing of the cost of the service before any work is commenced.
APS Financial Planning (like APS Benefits) can declare annual bonuses that are added to your funeral benefit. Yes, you win twice! So what can APS Financial Planning do for you? Do you need assistance with one, two or all of these areas?
- Understanding your investment alternatives
- Taking control of your money
- Achieving your financial goals i.e. saving for your children’s education, retiring comfortably or starting an investment strategy, or
- Identifying your personal insurance needs.
Introducing your APS Financial Planner, Timothy Foster. Timothy holds an Advanced Diploma in Financial Planning and is a member of the Financial Planning Association. He recently joined APS Financial Planning Pty Ltd bringing with him 12 years experience in the financial services industry. His history includes roles within Banking, Accounting and Financial Planning organisations, including 3 years working in the UK and Canada. Prior to this, Timothy held Management roles in retail banking.
Since 1996, Timothy has specialised in Financial Planning and has worked with a variety of clients providing a broad range of financial services and advice in areas such as Wealth Accumulation, Investments, Risk Management (including personal and life insurance), Superannuation for individuals and employers, and Retirement Planning.
Timothy believes in building a strong business relationship with his clients that provides a proactive and personal service that adds value to your wealth.
We welcome Timothy to the APS family. For more information please visit www.apsbs.com.au
*Copy supplied by APS
