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Finance and Wealth > Managed funds

Managed Funds

Build your wealth through a diversified portfolio of investments. Protect your assets through careful diversification in APS managed funds.

Benefits

Find opportunities for return

Access the companies powering the global economy at home and abroad

Specialist advice

Access decades of experience managing money to achieve a rate of return

FAQs

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.

What do I get?

Select and structure a fund that suits your needs. That includes monitoring your investments, understanding investment markets and manage 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).

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.

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

   Financial services guide
   Timothy Foster and Paul Hatzigeorgiadis • PDF • 331KB

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

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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