About Us

Apt Wealth Partners is a privately-owned and award-winning national financial planning firm with offices in Sydney, Melbourne and Geelong. Our experienced financial planners work closely with our in-house Investment Team to manage over $2bn in funds for Australian families.

Underpinned by our investment philosophy, we’ve been helping Australians live their best lives for over 30 years. And while much has changed in that time, one thing remains the same – our unwavering commitment to delivering outcomes for our clients through:

  • Financial planning
  • Retirement planning
  • Estate planning
  • Superannuation and investments
  • Wealth protection
  • Specialist expat financial planning
  • Bespoke private capital services
  • Home loans and property financial planning
  • Aged care financial planning
  • Inheritance, divorce and redundancy financial planning

Apt Wealth Partners is a firm with a purpose, driving client results while playing a part in supporting the people and communities around us.


Meet the Team


“At your end, you’ll regret the things you didn’t do instead of the things you did.”

Robin Sharma

We support

Australian Red Cross
The Smith Family
Cancer Council

More About Apt




Apt Wealth Partners is a member of the Boutique Financial Planning Principals Association Inc., established for boutique financial planning firms that provide
professional tailored advice and services that are in the best interest of clients.