Live for today, plan for tomorrow

Sounds like a simple statement right? It’s something we all strive for, a secure future without sacrificing what we want to do today. At Apt Wealth Partners, it’s the cornerstone of what we do to help you manage your finances to live the life you want.

  • Apt Wealth Director and Senior Financial Planner Andrew Dunbar wins 2019 FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year

    Apt Wealth Director and Senior Financial Planner Andrew Dunbar wins 2019 FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year

  • Apt Wealth Partners has been recognised at the IFA Excellence Awards, making the list of finalists

    Apt Wealth Partners has been recognised at the IFA Excellence Awards, making the list of finalists

Apt Wealth Director and Senior Financial Planner Andrew Dunbar wins 2019 FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year

Apt Wealth Director and Senior Financial Planner Andrew Dunbar wins 2019 FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year

Apt Wealth Partners has been recognised at the IFA Excellence Awards, making the list of finalists.

Apt Wealth Partners has been recognised at the IFA Excellence Awards, making the list of finalists.

Why choose Apt?

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.

We only answer to you

We’re good at making the complex simple

We invest in you for the long term

We believe your trust has to be earned

Services

 

 

 

Financial security is something that every Australian strives to achieve.

Financial security is something that every Australian strives to achieve.

We know that financial planning can seem complex and time consuming. At Apt Wealth Partners, our focus is on helping you navigate the financial journey, ensuring that you can still live for today while keeping an eye on tomorrow.
 

Who we are

BeApt is all about starting you on the financial planning journey.

BeApt is all about starting you on the financial planning journey.

Using a series of online tools, designed for both singles and couples; BeApt will help you take control of your finances. Whether it is saving for your first home, starting an investment portfolio, or just looking to be proactive about your money, BeApt is the best way to start your personal financial story.

Learn more

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