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Australian Professional Advisors Association
349-351 Bluff Road, Hampton, Victoria, Australia
About Australian Professional Advisors Association
Welcome to the Australian Professional Advisors Association (APAA), located at Hampton, Bluff Road, 349-351. APAA was established by a group of self-licensed financial advisors who were dissatisfied with the lack of professional standards in the financial planning industry. They firmly believe that professional advisors should be highly qualified, similar to lawyers and accountants.
All our member firms are self-licensed and are not owned or controlled by banks, superannuation funds, unions, or insurance companies. This independence allows our members to provide recommendations to their clients based on their professional judgement. Less than 10% of the industry meets these high standards, making our members a trusted choice for clients seeking reliable advice.
Our member firms have extensive experience in providing tailored financial advice and have witnessed firsthand the positive impact it can have on a client's financial position. Whether you need assistance with superannuation, insurance, or general financial advice, Partners in Planning (PIP) is here to partner with you and secure your financial future while protecting your lifestyle. Our team of committed professionals believes in providing sound and professional advice.
At Partners in Planning, we firmly believe in our motto, "Not all financial planners are built the same." We were founded to provide client-focused advice, as opposed to the traditional bank's "product" sell. We operate as a fee-for-service practice and fully support the government's push to make fee-for-service the only way forward.
Fundamental investing and the protection of your lifestyle are at the core of our philosophy. We have never recommended any "alternative" investments like emus or forestry products. We are a small enough organization to provide personalized care to each client, but we are also big enough to be a reliable partner for the long haul.
We believe that each client is unique and not just a number. Our approach focuses on strategy solutions rather than product-based solutions. Flinders Wealth is dedicated to educating clients on staying the course and avoiding short-term fluctuations. We may be considered a bit boring when it comes to investments, but our clients appreciate the steady and proven approach. The secret to financial security lies in a long-term investment philosophy that emphasizes compounding, reinvestment, limited transaction costs, and deferred capital gains tax.
Our tailored portfolios are constructed based on your comfort levels of risk, applying our core investment principles. Simon, one of our advisors, specializes in portfolio management and providing strategic advice for clients in Australian and international equities, cash, fixed interest, and property. He also assists clients with investment and superannuation planning, debt and gearing management, wealth protection, and insurance planning. Simon helps clients build long-term strategies to achieve goals such as debt elimination, wealth accumulation, or comfortable retirement.
At APAA, we are dedicated to providing our clients with the highest level of expertise and service. Contact us today to partner with us in securing your financial future.
09/349-351 Bluff Rd, Hampton VIC 3188, Australia
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