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APSEC Financial Planning

At APSEC Financial Planning we understand that you want what financial planning can give you – A better lifestyle, security and peace of mind. You’ve worked hard your whole life to accomplish your goals and provide for your family. Unfortunately, much of your hard work can come undone if you fail to plan for protecting and managing your wealth.

Every stage of life has unique financial responsibilities. Whether you are starting a career and family, building a business or settling down to retirement, you probably have a list of financial goals that you want to achieve both for yourself and your family: from accumulating and preserving wealth, to passing it on to loved ones.

No matter how far-reaching your financial goals may be, APSEC Financial Planning can help evaluate your circumstances and develop a plan that moves you closer to fulfilling your vision for the future.

At APSEC Financial Planning, we continue to provide a comprehensive range of financial products and services designed to meet your vision, unique needs and concerns. We focus on you.

The Financial Planning Process

While most of us take the time to plan many things in our lives, planning our financial priorities, both now and for the future, sometimes seems to take a back seat. However, it is interesting that many successful people who have achieved financial success and security are those who have taken the time to plan properly. It is often said that those who fail to plan, plan to fail!

Good planning is a dynamic process. It requires the right blend of expertise and attention to ensure the plan is right for you and remains on track. This is where APSEC Financial Planning can help, by providing astute financial planning and advice. We respect the individuality of your financial situation by offering solutions that are tailored to your personal needs and financial circumstances.

Our professional approach means that we look at your financial needs as a whole, rather than at individual components. We call upon our team of experts in financial planning, superannuation, tax,estate planning, insurance and investment advice and take the time to understand you. Only then do we tailor a solution that aims to maximise your wealth and assists you to achieve the lifestyle and financial goals you want!

1 Understanding your goals:

At our first meeting we will discuss your current situation and life goals to understand how financial advice can benefit you.

2 Considering the opportunities & risks:

After understanding your circumstances, goals and attitude to risk, we will investigate the range of financial options available to help you reach your goals.

3 Building your financial strategy:

Based on our discussions and research we will present you with a customised financial plan that is written in plain English, which will set you on the path to where you want to be.

4 Bringing your plans to life:

We will work closely with you to implement your financial strategy step-by-step, so you can have as much control as you like, know where your money is going and why.

5 Staying on track with regular advice:

Your strategies will be reviewed annually and you will benefit from our ongoing support and advice. We will stay in touch, ensuring your plan stays up to date as your life changes.