Our Geelong-based financial planners can partner with you to build a road map to your financial and life goals.
A financial plan is about more than just numbers; it’s about setting you on a course to achieve your life goals – whatever they may be. And success looks different for everyone. That’s why your Apt Adviser works closely with you to understand what’s important in your life and build a plan that is as unique as you are.
Your Apt Financial Planner starts by understanding you to create your
unique plan that can include:
Investment and super management and advice
Wealth accumulation and protection strategies
A roadmap to funding and achieving life goals
Managing and paying down debt
Budgeting, saving and building access to emergency funds
Structuring your assets and planning for tax
Estate and wealth transfer planning
Property financial planning
Life event financial planning, including divorce, inheritance and redundancy