We provide a complete range of services all under the one roof. This means you have access to industry experts (all holding the appropriate legal licenses) for accurate advice in their specialist fields, from finance through to strata management. All our advice is driven by one simple goal – what’s the best option for you. For many of our clients this means creating and managing a comprehensive investment plan, or for others we may start by organising their finances so they can begin to invest.
Your point of contact at APF is your own Client Relationship Manager who will listen to what you want from life and how you want your money to work for you. After this, the best team to action your plan will be put together. Remember you don’t have to utilise all our services to be an APF client.
Once we have created a solution to suit you, it’s quite likely you may have questions. Your Client Relationship Manager will be there to ensure they are answered and even arrange meetings with the appropriate expert to iron out details. Their role is to have a complete overview of your interests, not only at the beginning, but over time as things change. They will ensure your plan is reviewed on a regular basis to match your needs and maintain our goal to provide you with an income that will create true financial independence.