Personal Investor
At APS Bank plc we help you identify your investment needs by offering you a free financial planning service. We offer a wide range of investment products and tools to cater for different lifestyles, different age groups and individual needs and risk profiles.
Financial planning helps you:
- Make the most of your money
- Sort out your priorities
- Work towards long-term goals, allowing you to carry them out as and when you can afford it
- Find the right products to meet your needs
- Be prepared for unexpected financial shocks, such as illness or losing your job
- Through the process we help you
Identify and prioritise your goals
Everyone is different, so everyone has different financial goals. But at any stage of life, we tend to have similar goals
Check your resources
Current income, capital and other existing investments
Find products which meet your needs
What you can afford, your tax position, your attitude to risk, timescale required and your state of health
Choose the right companies
There are usually many companies to choose from and often hundreds of products. This can be complicated
Review your plan regularly
As your life and the world around you change, your financial plan will need to adjust and adapt
Our Investment Services Officers will go through the process with the clients and the appropriate products are identified and the key features explained to the clients. The clients then are in better position to decide which solution presented fits best their needs.
Book an appointment at any one of our branches today by filling in the form below! We also have extended hours in seleted branches so you can even book an appointment from 16:30-19:00 on Wednesdays! Visit https://www.apsbank.com.mt/opening-hours to find out more.
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APS Bank will use the information provided within this form to process your request. For security and data confidentiality purposes it is not advisable to use this form to send sensitive data such as account numbers, account balances, login information and any other financial information that can identify a specific transaction. We will never ask you for this type of personal information through our website, social media or direct you to a web page that asks for this information. Please note that the Bank has revised the Data Privacy Policy. Kindly visit www.apsbank.com.mt/gdpr for further details.
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