Our Services
Retirement Planning (incl. Super)
Home & Investment Loans
Not sure what to do with your super, investments, or just need a little guidance on how best to target those retirement plans? We'll factor in any hurdles life has to offer to ensure you're on the right track.
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We are also able to factor in any Centrelink benefits that may be available to you which you may not be aware of - giving you a much clearer picture of how retirement will look like.
Let APP do all the heavy lifting to connect you with one of our lending partners for a great loan. We are affiliated with one of Australia's largest mortgage providers and it won't cost you a cent for us to provide with guidance and research.
Investment Advice
Have a goal you are saving for? Or not sure if your portfolio is performing as good as it should be? With our wide range of investment providers and independent research, we can assist with recommending a portfolio for you or start that investment savings plan for future wealth.
Self Managed Superfund
Having completed the SMSF Association's Specialist Accreditation Program, together with years of practical experience, we can assist in this highly technical area. If your superannuation investment goals are different from what a regular superfund can offer then we have the necessary tools to help.
Life Insurance
Not sure what insurance cover you need? Or are you paying too much already? APP have a range of different products and providers to ensure we can find the right cover for you, as well as ensure its correctly structured to maximise the tax effectiveness of it.
Vehicle & Equipment Finance
Whether you're in a trade or need a car for work, speak to us about financing before you make that purchase so we can guide you by maximising your tax benefits. There are a number of things you can lease/finance that you may not be aware of so don't hesitate to ask!
Centrelink, Disability Support & Aged Care
Tax Planning
Some of the most difficult areas to navigate by yourself are Aged Care and Centrelink benefits. With so many rules, tests, payments etc., its almost impossible to know where to start.
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We can take the headache out of your Centrelink needs, and if necessary, can act as your nominee to directly sort out your affairs when dealing with Centrelink.
Unsure about how you can save on paying too much tax? Or are you preparing for a capital gain / profit this financial year and don't know what strategies you can implement that will help save you?
We have a solid accounting background and years of experience that may be able to assist you in this area.