We are a national financial planning firm who are proud to deliver exceptional financial advice and personalised service.

Our firm comprises over 35 experienced advisers and support
staff who look after 3,000 families and over $1 billion in client funds.

Our people are our greatest asset. With years of combined experience,
our planners and support staff are intent on providing informed and comprehensive guidance. Your finances are in good hands.

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The Autumn edition of Portfolio Watch is now available!

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Call us on 1800 801 277 or contact us to map your financial future with Apt Wealth Partners.

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Service Areas

Government Entitlements
and Aged Care

Direct Equities

Estate Planning

Wealth Protection

Ongoing Portfolio Review

Retirement Planning

Self Managed Super Funds

Superannuation & Investments

Tax-effective Investment Strategies

Home Loans

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Important information

This website may contain general advice that does not take into account your financial circumstances, needs and objectives.

Before making any decision based on this information contained in this website, you should assess your own circumstances or seek advice from a financial adviser and seek tax advice from a registered tax agent. Information is current at the date of issue and may change.