Apt. Wealth Partners

Apt Wealth Partners is a national financial planning firm based in Australia, dedicated to providing exceptional financial advice and personalised service to our clients. We are proud to look after approximately 3,000 families and manage over $1 billion in client funds. Our people are our greatest asset, and we are committed to delivering the highest standard of financial expertise to ensure that our clients' finances are in safe hands.

Our Services

At Apt Wealth Partners, we offer a range of financial services tailored to meet the unique needs of our clients. Our services include:

*Superannuation & Investments*: We help our clients manage their superannuation and investments by providing sound strategies that align with their retirement goals. Our experienced team can assist with developing and implementing the right investment strategy, as well as managing investment risks.

*Self Managed Superannuation Fund (SMSF)*: Apt Wealth Partners can help take the complexity out of managing your own superannuation fund. Our experienced team can help remove the administrative burden and provide the right path forward for success.

*Property*: We understand the importance of having the right approach to buying, selling, and saving for property. Our team has the right strategy to match our clients' needs at every stage of life.

*Financial Planning*: Our financial planning services are designed to provide clients with a bespoke wealth management plan that grows their wealth and protects their legacy. We offer expert advice on wealth creation and management, as well as succession planning.

*Wealth Protection*: At Apt Wealth Partners, we understand the importance of having the right level of protection in place. We provide advice on life and income protection insurance to help our clients plan for tomorrow and cover the unexpected.

*Estate Planning*: Having the right plan in place removes complexity and enables our clients' loved ones to carry out the right financial strategy in accordance with their wishes.

*Retirement Planning*: We help our clients plan for tomorrow by providing strategies that ensure they have the retirement they deserve. Our experienced team can help maximise our clients' finances in retirement.

*Divorce Financial Advice*: Divorce can be one of life's most challenging experiences. At Apt Wealth Partners, we provide advice and guidance to ensure our clients' financial wellbeing during this difficult time.

*Inheritance Financial Planning*: Receiving an inheritance can be an emotional time. We offer expert advice to help navigate strict tax and inheritance laws and create a financial plan that makes the most of clients' inheritance.

*Aged Care Financial Planning*: Australia's aged care system can be complicated. At Apt Wealth Partners, we can guide clients through the aged care maze to deliver the best outcome.

*Redundancy Financial Advice*: We understand that financial uncertainty is common with redundancies, and our advisers help to ease the burden by providing expert financial advice and support.

*Expat Financial Planning Services*: Living and working as an expat comes with unique financial challenges. Our team provides expert advice to take the complexity out of managing finances from overseas.

Our Focus

At Apt Wealth Partners, our focus is on delivering financial advice that allows us to become our clients' personal Chief Financial Officer. We believe in tailoring our clients' finances to their needs, allowing them to concentrate on living the life they want. We are committed to providing transparent and unbiased financial advice, and we only answer to our clients. Our team is passionate about making the complex simple and investing in our clients' long-term success.