What is a holistic approach?

A holistic approach to managing your personal finance involves taking a step back and looking at your finances as a big-picture.  It brings together all the different elements of your financial life to create a strategy that allows everything to work together in the most efficient way possible.

Your financial life is made up of many angles. Rather than looking at components such as savings, superannuation, tax, loans, mortgage, investments, retirement planning and estate planning as individual strategies, it’s about looking at everything from 360 degrees.

This holistic approach to managing your finances means you can more easily identify opportunities to help you grow your wealth faster and avoid any roadblocks. You’ll be able to identify gaps and create strategies that allow you to make the most of your unique set of assets.

Putting your holistic approach into action 

The APS team is focused on providing members with services that allow them to view their finances holistically. Our services are designed to help you to create financial success from all angles, including Funeral Benefits, Savings, Loans, Mortgage Broking, Financial Planning, Tax & Accounting, Wills and more! 

This holistic approach provides you with confidence, knowing that our team of experts are working together to help you, no matter what stage of life you’re in. We have designed our service offering to ensure that your family has access to the best financial advice in one place. There’s nothing worse than getting conflicting opinions from numerous providers. 

How do we know that a holistic approach works?

We have been serving loyal APS members and clients for over 100 years and over this time, we have evolved our services to ensure that you’re in safe hands with whatever financial support you need. 

“I joined APS in April 1974 and have received all aspects of the services including low-cost loans over many years raising a young family.  I have always had the benefit of professional and courteous service across all aspects of available benefits. Thank you APS for being there, all my children and grandchildren are now members too. Keep up the great community service for many years to come.” – Raymond

“APS Benefits has been by my side for the majority of my working career. Aside from the security of a funeral benefit for my family, they were always there for competitive loans if and when things got tough.  As my working career grew, so did their provision of services.  A non-profit organisation that gives back to its members through and through. Very highly recommend this financial group.” – Michael

Our customers love the convenience of having all of their financial services in one place and having confidence in our team of friendly experts.

Head to our website to learn more or give us a call on 1300 131 809.