Managed Funds

A managed fund enables you to pool your money with money from other investors to form an investment fund. The money in the fund is then invested by specialist investment managers on your behalf.

APS Financial Planning can assist you to choose a managed fund to suit your needs, structure your managed fund, complete all the paperwork and continue to monitor and provide expert advice on the investment markets to ensure you have the best possible investment opportunities.

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APS Financial Planning can help you understand managed funds and recommend a strategy that suits your investment requirements.  Please complete the following Appointment Request or Contact Us.

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*Financial planning services are provided by APS Financial Planning Pty Ltd. APS Financial Planning Pty Ltd and its Advisers are authorised representatives of Fortnum Private Wealth Ltd - ABN 54 139 889 535. AFSL 357306.