Savings Accounts

Saving money is an important step to meet your future goals. Whether it’s to put a down-payment on a house, fund your child’s education or go on vacation, having the money available to fund your goal is necessary. Often this saving is done in investment accounts.

New investment account inquiries to Apple a Day Financial are usually referred to one of the many professional investment-focused advisors in Victoria. At clients’ request, we can assist with non mutual-fund account openings, and will review portfolios as part of overall financial planning.