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.
Our Investment Process
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.
General Advice warning
The information provided on this website does not constitute ﬁnancial product advice. The information is of a general nature only and does not take into account your individual objectives, ﬁnancial situation or needs. It should not be used, relied upon, or treated as a substitute for speciﬁc professional advice. Apt Wealth Partners (AFSL and ACL 436121 ABN 49 159 583 847) and Apt Wealth Home Loans (powered by Smartline ACL 385325) recommends that you obtain professional advice before making any decision in relation to your particular requirements or circumstances.
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