We want to hear from you about what is important to you and to better understand how we may be able to help. It is also an opportunity for you to gauge if APC is the right fit for you and your family.
At this meeting we will:
- Establish a clear idea of the important personal goals you’d like to achieve
- Gain a greater understanding of your financial position and cash flow
- Explore potential strategies that can help you achieve these goals
In this meeting we will honestly explain if we believe we can help you. We will also let you know what the cost to you will be to develop your personal financial strategy.