We create a wealth or investment plan based on your financial ability and goals. However, planning alone will not guarantee success. Planning AND action is the only way to achieve financial freedom.
With this in mind, we can:
Step 1: Establish your financial requirements, goals and objectives
We offer a free, no-obligation consultation to establish your requirements. This includes your long-term objectives, as well as your available timeframe. We review any existing investment portfolios, as well as understand your attitude to risk. We will also determine if your current plans will allow you to achieve your goals.
Step 2: Formulate your wealth creation strategy
Now that we understand where you are and what you want to achieve, we help you develop a realistic strategy to help you achieve your objectives.
At APOS, our professional, licensed and accredited team will review and analyse your current financial status. Using the data gathered, we prepare a strategic investment plan (Statement of Advice), providing you with a clear roadmap for your financial future, along with actions and milestones required to achieve your financial goals.
In order to gain financial intelligence and achieve financial freedom, you must have the right mindset, knowledge and skills. By providing practical financial education and advice, APOS allows you to see that creating wealth is possible.
We start by first educating you on the fundamental principles of creating wealth. We teach you about the economic cycle, and how to read the market and take informed action, based on where we are in the cycle.
Education allows you to see problems and opportunities in your current situation that previously remained hidden, thus enabling you to take decisive action.
Once you gain financial intelligence, you can create a personal roadmap for success, allowing you to empower your wealth and take decisive action.
Our team and partners will walk you through each step of the implementation stage of your strategic investment plan, providing all the licensed and professional guidance and support you need, to ensure total ease and comfort.
We can tailor your roadmap to suit your needs, providing you with as much or as little support as you require, and allow you make the right choices for your future.
Our vision is to bring together like-minded people who inspire and support each other and further develop their financial skills and abilities so they have the confidence to act.
APOS Financial Planning holds regular specialised events that connect you with mentors and like-minded people. Your success can be hinged on you associate yourself with and APOS Financial Planning has provided you with the platform to get ahead.
Change is constant. Your lifestyle, goals and objectives will change, as will your investment goals. The investment and legislative environment will also continually change.
Whilst the condition may change the foundation can often remain the same. Therefore, at least once a year, we will meet and review your portfolio, to ensure that the condition has the ability to align with the foundation you desire to build.