Phil Taaffe

Philip maintains long-term, professional relationships with his clients and is highly respected for the quality of his advice, technical knowledge, efficiency and timeliness in providing proactive, ongoing advice.

He has a deep knowledge of his clients’ backgrounds and the objectives they are trying to achieve in life. His advice is then tailored for each client to help them best achieve their unique and personal goals.

Philip believes that all elements of a client’s financial situation must be taken into consideration when preparing advice. Philip is an investment expert, however his advice is ‘holistic’ to ensure that ‘no piece of the puzzle’ is left unturned for his clients.

Aptium Financial Services was named to combine the idea of ‘apt’ advice (appropriate or suitable in the circumstances) with ‘optimum’ advice – that is the best, most favourable, most advantageous and most appropriate for your circumstance.

Philip commenced the business in 2005 and our advisers now pool ideas amongst a national network and further afield with knowledge derived from relationships at Stanford University in the United States.

We develop industry leading strategies, tailored for each individual client and then provide pro-active, ongoing advice as part of a long-term relationship.

Aptium Financial Services prides itself on tailored, transparent and pro-active advice which is easily understood. We will help you:

Work out exactly where you are financially

Provide clarity to your financial goals and aspirations

Help you choose the right investments to match your financial goals

Develop and review the best solutions to help you achieve your desired outcomes