Our Investment Philosophy

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

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

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

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

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

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

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







Set The Framework Assess The Options Implementation Monitoring and Review

Step 1: Set The Framework

Our internal investment committee assesses and sets the framework for our investment program, ensuring that we adhere to our philosophy. The committee comprises our staff and directors who have a vast amount of experience, many with other thirty years in the industry.

Step 2: Assess The Options

Our investment options are based on both internal research, conducted by our own team of expert analysts, as well as leading research providers around the country. This enables us to gain an in-depth understanding of the investment options we provide to you.

Step 3: Asset Allocation

Selecting the right option to suit your investment requirements is our main goal. Our asset allocation is based on providing the right asset mix, whilst balancing risk versus long-term return. We regularly evaluate your asset allocation, ensuring that it continues to work for you.

Step: 4 Implementation

It’s critical to us that we start on the right foot. That’s why we tailor the pace of the implementation of your investment strategy to your specific needs and objectives. Your adviser will work with you to ensure your entire investment program is clear, and all decisions are completely transparent.

Step 5: Monitoring and Review

Our process is set to deliver over the long term. It’s built around reviewing your goals and objectives and making sure we continue to deliver the best possible outcome for you. This rigour in applying our process highlights why we are successful in managing over 3,500 client investment strategies.

Providing a service you can trust, we’re here to help.

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