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Finance and Wealth > Financial Planning

Financial Planning

Save more, invest smarter and build wealth on your terms with APS Financial Planning. We’re focussed on your goals, and don’t take investment commissions.

Benefits

How it works

Our specialists

Benefits

Plan for success

Build a financial plan with measurable outcomes. With decades of experience, we’ve seen it all so you can avoid common money traps or mistakes.

Clarify your goals

Set a personal or financial goal and be confident about a secure future. Take the stress out of managing money.

How it works

Plan for success

Build a financial plan with measurable outcomes. With decades of experience, we’ve seen it all so you can avoid common money traps or mistakes.

Create a financial plan

Our advisors will help create a plan that will meet your personal and financial goals

Stay on target

Manage the progress towards your financial goals and any hurdles along the way

Ready to boost your financial knowledge?

Our Financial Knowledge Centre contains easy to understand information, videos, calculators and quizzes.

What clients are saying

“I found out more in two hours with you than in four years with my previous financial adviser.”

Member

Not only have I saved thousands in tax, but I now understand where I am going financially. Thank you so much.

Member

Our specialists

Timothy Foster

Timothy has more than 25 years’ experience within superannuation (especially Public Service superannuation), banking, accounting and financial planning organisations (both in Australia and overseas). Timothy Foster’s qualifications include Certified Financial Planning (CFP), Life Risk Specialist (LRS) & Advanced Diploma of Financial Services (Financial Planning).

Paul Hatzigeorgiadis

Paul has over 25 years’ experience in the financial services sector, commencing his career in 1996. Throughout this time Paul has seen how his quality advice helps people to get through tough times and enjoy the good times.

Talk with Paul for an appointment today on (03) 9322 2000, 1300 131 809 or email paul.h@apsfinplan.com.au.

We’re here to help you

Reach us from 9:00am until 5:00pm weekdays

Phone

1300 131 809

Email

info@apsbenefitsgroup.com.au

Notices & downloads

Financial services guide
Timothy Foster and Paul Hatzigeorgiadis (PDF, 331KB)
Download

 

Important information

APS Financial Planning Pty Ltd and its advisers are Authorised Representatives of Beryllium Advisers Pty Ltd ABN 30 646 510 769   AFSL 528250