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Financial planning to live your best life, whatever it may bring

Financial planning is about more than just money. It’s a compass for your life and financial decisions that helps you live your best life today and tomorrow. We hand-pick our team based on financial expertise and their passion for helping others, that’s why we’re trusted by more than 2,500 Australian families – and counting.

Whether you are seeking general financial advice, retirement planning, or assistance with a life event, challenge or specific goal, Apt Wealth has you covered.

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Apt Wealth is an Award-Winning Firm

We are proud to be an award-winning firm. Over the years our advisers have won, and we’ve been a finalist for many awards. Apt has been recognised for our employee wellness and diversity programs, thought leadership programs, and, of course, our advisory services. Here are just some of our recent accolades.

Supporting you through life's uncertainties

Our specialist financial planning services support your changing needs through life events to deliver the best possible financial and lifestyle outcomes.

Retirement
Stop thinking and start planning with expert advice to live your dream retirement.
Divorce
Expert advice to help you navigate settlement and beyond and ensure you start the next chapter in the best possible position.
Inheritance
Expert advice to help you navigate tax and inheritance laws and create a financial plan to make the most of your inheritance.
Redundancy
Guidance to support you through redundancy and beyond.
Aged Care
Expert advice to help you navigate Australia’s aged care maze.

Book a chat with an adviser

Our focus is on delivering financial advice that allows us to become your personal CFO. Your finances will be tailored to your needs, allowing you to concentrate on living the life you want. We’re privately owned and focus on providing the most transparent advice possible.

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The true value of advice

Financial advice isn’t just about helping you achieve your financial goals. It can help you live a happier and more meaningful life.

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88%

Of advised clients say it allows them to be entirely free from financial worry and stress

96%

Say it saves them time and hassle planning/managing their financial affairs

95%

Have greater peace of mind

Source: IOOF: The true value of advice (2020)

Our Purpose

A firm with a purpose

We believe corporations should play a role in building a stronger future by giving back. We do this through:

Our Resources

From how much you need to retire to moving home as an expat, our guides and tools help you navigate your finances and your goals.

Keep up-to-date with our latest blogs
Watch our latest webinar
Read our guide to retirement

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