Managed funds

Build your wealth by diversifying your assets in managed funds

Get in contact about managed funds

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Build your wealth in managed funds

Find opportunities for return

Access the companies powering the global economy

Access specialist advice

Our advisors have decades of experience managing money safely

Build your wealth

Protect your financial assets while growing your wealth

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What are managed funds?

If you have money to invest and want to pay a professional to make the investment decisions for you, a managed fund might be for you. Your money is pooled with other investors to purchase shares and bonds.

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What can managed funds do for me?

  • Select and structure a managed fund that suits your needs
  • Monitor your investments
  • Help you understand investment markets
  • Help you understand and complete all the necessary paperwork and obligations

Meet our specialists

Timothy Foster

Timothy is a Certified Financial Planner, Life Risk Specialist, a member of the Financial Planning Association and holds an Advanced Diploma in Financial Planning. Timothy has more than 25 years’ experience within superannuation (especially Public Service superannuation), banking, accounting and financial planning organisations (both in Australia and overseas). His ability to explain complicated strategies and finances in a clear, simple and understandable manner, places him in high demand to speak at seminars and conferences throughout Australia.

 Timothy Foster's qualifications include Certified Financial Planning (CFP), Life Risk Specialist (LRS) & Advanced Diploma of Financial Services (Financial Planning). View Timothy Foster's Financial Services Guide (FSG)

Paul Hatzigeorgiadis

APS Financial Planning is proud to introduce our new Financial Planner, 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.

Over Paul’s history, he has provided advice to an extensive range of clients, ensuring he understands their individual needs and future goals.

View Paul Hatzigeorgiadis's Financial Services Guide (FSG).

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

Write to us

Phone

1300 131 809
8:30am to 5:00pm

Email

Send us an email at
info@apsbenefitsgroup.com.au

Drop in

440 William Street, West Melbourne VIC 3003, Australia 

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When planning for retirement,  it is important to consider mitigating risk as well as providing for your desired retirement lifestyle. Several strategies can be used but one popular approach to consider is the ‘three-bucket approach’ to retirement planning.

Financial planning services are provided by APS Financial Planning Pty Ltd. APS Financial Planning Pty Ltd and its Advisers are authorised representatives of Fortnum Private Wealth Ltd – ABN 54 139 889 535. AFSL 357306.

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