About Us

WELCOME

You don’t choose a financial advisor casually. You entrust them with significant responsibility to protect your assets and help them grow. That’s a challenge in the best of economic times, but demands real discipline and experience when the financial universe turns and markets lose their luster.

Advanced Planning Services has the commitment and experience to bring a unique dedication to wealth management. That dedication begins with you –your financial plan should revolve around your needs, your goals, your personality, your risk profile, and dozens of other determinants. You define what you want to achieve. You set the goals, the priorities, the principles. You know the destination, but we know how to help you get there, and it’s that commitment that we make to you – and your future – that differentiates Advanced Planning Services from all the others.

Wealth management isn’t just about your investment portfolio. It’s about you. And it’s about your relationship with a dedicated team of professionals who can help you achieve the goals you want, from wealth accumulation and growth, to protection and preservation, to allocation and distribution. At APS, the key to that relationship is what we call your family Chief Financial Officer (CFO). Your family CFO is the hub through which you access the expertise and continuity you need throughout your financial life, to ensure that your plan is cohesive, comprehensive, coordinated and appropriate.

WHAT YOU CAN EXPECT FROM YOUR FAMILY CFO:

• Innovative, personalized strategies
• Solution-based focus
• Project Management
• Clear, proactive and comprehensive communication
• Client-first culture
• Practical perspective

MEMBERSHIPS

Advanced Planning Services includes highly qualified financial planners who hold memberships with:

• Financial Planning Association of Australia
• SMSF Professional’s Association of Australia
• Institute of Chartered Accountants of Australia

TYPICAL CLIENTS

Our clients are mainly business people or professionals, working or retired. Typically, they come to us for advice relating to;

• Ensuring they are invested appropriately
• Making sure their strategies manage their taxes effectively
• Ensure they and their family are looked after
• That their assets are protected

By listening to clients we can focus on ensuring they have developed their goals, considered their options, and implemented a suitable solution based on modern strategies, low costs and supported by solid academic research.

SPECIALTIES:

• Financial Advice
• Retirement Planning
• SMSF Specialist Advisor
• Asset Class Investing
• Portfolio Management
• Low Cost Solutions
• Complex Issues
• Estate Planning
• Personal Risk Insurance

HOW MUCH DOES IT COST?

Your initial consultation is at our cost. This is designed to provide you the time you need to find out as much as possible about us to enable you to make a decision about whether to engage with us.

We will provide you with a quote to provide advice on your unique situation. The fees will be agreed with you in advance of any work commencing. What we charge depends on what you ask us to do.

HOW DO YOU CONTACT US?

To contact Advanced Planning Services Pty Ltd please click here