At Aptus, we have always worked with our clients to provide them a holistic service that meets their varied financial needs. Within two years of launching, and after fielding many client wealth management queries, founders Rebecca Mihalic & James Solomons decided there was no way we could continue to provide a holistic service without offering financial planning.
Aptus Financial Planning is a natural progression for the firm and we now have two accountants who are also licensed financial planners in the organisation. James who has held a license for ten years, and Simone Hill who has been helping clients with their accounting and financial planning needs for over 10 years and together they will be able to provide our clients sound financial advice that also considers their taxation and business affairs.
We believe that every Australian should have access to quality financial advice. Whether it’s investing for retirement, saving for your first home, reducing your debts or investing for growth, there are many different options. A key are that is often overlooked in Australia is insurance, with most Australians ‘underinsured’ meaning they never hesitate to insure their car or home, but they don’t protect the income that allows them to buy that car and pay for that mortgage. This could have a devastating impact if not addressed.
Aptus Financial Planning will help our clients make sense of the wealth management landscape. We will translate the financial jargon into plain English, and help our clients to understand how they can live comfortably and securely throughout their life’s journey. You don’t have to keep putting off planning for the future just because you don’t know where to start, we will do it with you!
We start at the end, by identifying your goals and objectives and getting you to answer “where do you want to get to” we can then develop a plan with you to get you there. And we stay with you on the journey, checking in and realigning the plan where and when needed.
And it wouldn’t be Aptus if we didn’t use the best technology available to deliver a cutting-edge wealth management experience to our clients. As technology innovators in the financial space, we always look to use great tools which keep our clients fully informed of their financial position, anywhere, anytime and on any device
So, if you want to take control of your financial life, and work with a firm who will lay your financial cards on the table, get in contact with us today. We’re always here to help.
Aptus Financial Planning