Personal Advice
At APSEC Financial Planning we understand that you want what financial planning can give you – A better lifestyle, security and peace of mind. You’ve worked hard your whole life to accomplish your goals and provide for your family. Unfortunately, much of your hard work can come undone if you fail to plan for protecting and managing your wealth.
Every stage of life has unique financial responsibilities. Whether you are starting a career and family, building a business or settling down to retirement, you probably have a list of financial goals that you want to achieve both for yourself and your family: from accumulating and preserving wealth, to passing it on to loved ones.
Equities Advice – General Advisory Services
Clients of APSEC – Atlantic Pacific Securities gain the services of an account manager who is able to execute trades on their behalf and monitor their positions. Clients also receive the monthly market report featuring buys and holds, as well as access a quarterly portfolio review which is included in all client and account memberships and comes highly recommended.
Corporate Advice and Wholesale Services
APSEC Compliance and Administration Pty Ltd (AFSL 345 443) provides Compliance and Administration services on a national level to all states of Australia. Run by a team of financial planners, we provide premium services to professional advisors.
APSEC is an established provider of corporate advice services that can assist businesses across a range of growth areas. Supporting our corporate clients through the complexities of mergers and acquisitions, and capital raising is a core component of our business. Our team of experienced advisors can also facilitate other wide ranging corporate solutions including capital investment and divestment, and share buybacks.
To find out how APSEC can assist you with all the services and support you need, please contact our office on: 02 8356 9356.