Australia Pacific Funds Management is a financial planning firm based in the Melbourne CBD, situated on Level 11 North, 459 Collins Street. We provide strategic financial planning advice on wealth creation, tax planning and retirement planning services to clients across Australia.
We specialise in superannuation, Self-Managed Super Funds (SMSF), property investing, private wealth, life insurance, income protection and estate planning.
Australia Pacific Funds Management is proud of the fact that we hold our own Australian Financial Services License. Put simply, this provides our clients with complete peace of mind knowing that our advice is tailored to meet their best interests, first and foremost. We are not aligned to any bank or product providers and our fee for service model ensures our advice is completely objective and transparent.
Our expertise involves the provision of strategic investment advice that encompasses a number of investment opportunities across different assets on both a local and global scale. We do this by investing in the assets that typically perform well throughout each stage of the economic cycle. Whilst maximizing a combination of income and growth returns for our clients is a core focus we also place an equal importance on the preservation of capital.