A proven investment philosophy
Our Investment Philosophy, at the heart of what we do
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.
Our Investment Process
1
Set the Framework
Leveraging more than 100 years of collective experience, our investment team reviews and sets the framework for our investment program, ensuring it adheres to our philosophy.
2
Assess the Options
Our investment options are based on internal research conducted by our own team of expert analysts as well as leading research providers around the country.
3
Asset Allocation
Our asset allocation is based on providing the right asset mix while balancing risk versus long-term return. We regularly evaluate your asset allocation, ensuring it continues to work for you.
4
Implementation
We tailor the pace of implementing your investment strategy based on your specific needs and objectives, ensuring your entire investment program is clear, and all decisions are entirely transparent.
5
Monitor and review
Our process is set to deliver over the long term. We regularly review our client’s goals and objectives to ensure we continue to deliver the best possible outcomes.
6
Minimising Fees and Taxation
We focus on minimising investment cost and keeping trading fees as low as possible without compromising quality, and structuring portfolios tax effectively.
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.
Our team
Invest in expertise
Our expert in-house investment team puts the latest market research and data at our adviser’s fingertips so they can focus on what’s most important – helping you achieve your goals. Here’s just some of the ways our investment team supports you:
- Creating a strong investment framework
- Growing your wealth
- Structuring your investments to weather storms
- Providing investment research that enables your adviser to focus on managing your portfolio.
Empowering investors to be the change
We have built significant expertise in ethical and responsible investing because we believe that making the world a better place can start at home. We use this knowledge to empower clients who want their investment choices to have a positive impact.
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.
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