Our focus is on helping you live for today while planning for tomorrow.
At Apt Wealth Partners, it’s this focus that drives our financial planning approach. Our investment philosophy is no different, focused on helping our clients to protect their wealth and giving them the opportunity to grow it long term.
Our philosophy is born out of our long-term experience in delivering results for our clients, driven by thorough research.
We understand the trust our clients place in our services. Our philosophy is designed to ensure that you always have clarity about how your money is being invested.
We have built our methodology around some core principles:
Protect & Grow
We know the decision to go with Apt Wealth Partners is one you will have considered thoroughly. That’s why we focus on building a strategy for protecting your investments while providing the opportunity for growth.
Transparency
It is important that you are comfortable with our investment decisions. We will ensure you understand exactly what you are invested in. Decisions around your portfolio will always be made in accordance with our agreement with you.
Diversification
We look at the best mix of investments to achieve the outcomes you want. This means we look at a range of investment options to uncover what suits your specific circumstances and the goals you want to reach.
Valuation & Timing
We believe it’s important to manage the investment implementation process and to invest when opportunities exist, not simply because cash is available. We will implement our investment strategy at a pace that suits you, whilst being aware of the different stages of the market cycle.
The Power of Income
Maximising income is a core part of our philosophy. On average, at least half of investment returns are generated from dividends. Over the longer term, particularly in low-growth periods, this percentage increases. We believe generating income plays an important role in your portfolio.
Minimising Fees
We want to keep fees to a minimum, so we focus on minimising investment costs and keeping trading fees as low as possible, without compromising quality.
Our Investment Process
Providing a service you can trust, we’re here to help.
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