Why choose Apt?
Award-winning financial advice, designed just for you.
We began our journey with a clear vision to set the benchmark for client-first holistic advice, delivering an unrivalled client experience that drives financial and lifestyle outcomes.
Over the decades, our unwavering commitment to that vision has remained unchanged. When you choose Apt Wealth Partners, you can expect award-winning financial advice that delivers results, wherever you want to go in life.
Experience the Apt Wealth difference
Self-licensed and Privately owned
We are self-licensed and privately owned, giving you peace of mind that your adviser truly believes what Apt offers and will be with you for the long haul.
More than just the numbers
We believe financial planning is about more than just the numbers. It’s about setting our clients on a course to achieve their life goals – whatever they may be.
Expert in-house investment team
Our expert in-house investment team puts the latest market research and data at your adviser’s fingertips so that they can focus on what’s most important – helping you live for today while planning for tomorrow.
Prioritise staff education and wellbeing
Our commitment to staff education and wellbeing ensures our team members are constantly learning and living their best lives, so they can put their energy and expertise into ensuring you can live yours too.
Specialist knowledge and advice
We deliver specialty expertise, so you have access to expert knowledge and advice across all areas.
We are a firm with a purpose
We are a firm with a purpose. We live our values and regularly give time and financial support to charities whose values align with ours.
How we work with you
Apt Wealth Partners is a national, highly recognised firm offering a full suite of financial planning services. Your expert planner works closely with our experienced investment team, leveraging in-house and global research to keep your finances thriving.
1. We take the time to understand you
We understand that everyone is different. From our first meeting we want to get to know you, to understand your needs, your goals and your dreams. After all, it’s your money and your future. From there, we can show you how to achieve your financial goals (and what to avoid) with a blueprint tailored exclusively for your needs.
2. We make the complex simple
We began our journey with a clear vision to set the benchmark for client-first holistic advice, delivering an unrivalled client experience that drives financial and lifestyle outcomes.
Over the decades, our unwavering commitment to that vision has remained unchanged. When you choose Apt Wealth Partners, you can expect award-winning financial advice that delivers results, wherever you want to go in life.
3. We take the hassle out of finances
We understand that while your finances are critical, they are a means to achieve your goals, spending time with the people and doing the things you love. When you partner with us, you’re free to focus on what you do best, knowing we’re hard at work behind the scenes doing what we do best – researching asset markets, staying abreast of new legislation, and refining strategies to grow your wealth. It means you can concentrate on enjoying life today while we help you enjoy a better tomorrow.
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.
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.
Apt in Action
Apt Wealth helped David and Caroline to develop the right plan and investments to achieve their goals.
“We’ve been clients of Apt Wealth Partners for over a decade. Our advisers take a genuine interest in us. They know what’s important to us and what’s going on in our lives.We’ve also been able to set ourselves up for the retirement we want when that time comes. With Apt Wealth, it’s so much more than a transaction; our advisers genuinely care and want the best for us – we couldn’t ask for more.”
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A financial plan that’s as unique as you are
We’re all sailing through life making decisions, but they are all interconnected. An Apt Wealth Partners financial plan is about more than just numbers, it’s a roadmap to living the life you want today and tomorrow.
Whether you’re looking to grow and protect your wealth, plan for retirement, or fund your life goals, we simplify the complexities of finances to ensure you’re always making informed decisions.
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