You work hard for your money – but perhaps it’s time it worked hard for you. Financial advice can help you make decisions about your finances and financial future. At APS Financial Planning involves examining your objectives and financial situation, which results in tailored strategies to achieve your goals.
People go to financial planners because they don’t have the time, knowledge or motivation to handle it themselves. Considering the number of changes in rules, regulations, superannuation and investment markets, most people would rather liaise with someone who deals with these points on a daily basis – a financial planner. However, this does not mean that you lose control of your finances.
Our Financial Planner, Timothy Foster, has over 13 years experience in assisting clients to fulfil their financial goals and objectives. Timothy can provide advice on investment planning, superannuation, life insurance, tax effective investments, retirement planning and longterm savings plans.
At the first meeting, which is free at APS Financial Planning, we will discuss the basics of investing and what your objectives are – short, medium and long term. We will also explain what services we offer and how these can benefit your personal situation. If you are happy with our service, we will begin developing a personal strategy for you, which clarifies where you are now and where you want to be. From this information, we can develop your plan, present this to you in a form you can understand, and implement the strategy.
Our aim is to ensure we continue to assist with your financial requirements, and hence we will perform regular reviews of your strategy to ensure it remains relevant and fulfils your goals and objectives.
APS Financial Planning is a not for profit service, with fees reflecting cost recovery rather than driven by profit. Our fees are determined by the level of work involved in preparing and implementing your strategy. Regardless of the actual cost, you will be informed in writing before any costs are incurred. For more details, please ask for a copy of our Financial Services Guide, which outlines our fee structure.
If you are looking for financial advice, are not happy with your current financial planner or would just like to see how APS Financial Planning can help, contact APS Financial Planning us on 1300 131 809.
*Copy supplied by APS Financial Planning Pty Ltd – a wholly owned subsidiary of APS Benefits. APS Financial Planning is a Corporate Authorised Representative of Futuro Financial Services Pty Ltd. AFSL No. 238478.
