The wellbeing of those close to us and whom we love is naturally something that is important to us all. This can be no different in the financial sense. We understand that family, and family wellbeing, is an integral part of the lives of many of our clients. We therefore believe that our role extends to help family members of our clients to be in a better financial position and offer financial guidance and advice, where we can.
Our family advice offering recognises that objectives and needs can differ greatly at different stages of life. As such, our solutions focus on the primary concerns of both older and younger Australians. From the very first steps in the investment journey to navigating the complex and everchanging aged care landscape, APC can offer a solution that addresses the unique and specific needs at both ends of the spectrum.