A Firm with a Purpose
Giving back to move forward together
We live and breathe our belief that financial planning is about more than money, and we want to help Australians live their best lives. In service of this goal, we are committed to positively impacting the people we serve and the community around us, through:
Regular charitable giving and staff donation matching
Staff volunteering and Community leave
Pro bono financial advice
Our Purpose
A firm with a purpose
Financial planning is about more than money – it helps people live their best lives. In service of this goal, we are committed to positively impacting the people we serve and the community around us.
Our regular giving charities include:
Apt in Action
The true value of advice
Apt Wealth supports Australians living with terminal illness through the Cancer Council Pro Bono Program. “Apt came along and helped my brother access not only his super but also his life insurance which we knew nothing about. It seemed a difficult process, but Apt fought for him with several different companies, facilitating a pathway. Without Apt’s support, we could not have negotiated this, so it is thanks to you that he has paid off his mortgage, and now does not worry about money. This has given him peace of mind and has allowed him to spend the remainder of his days focusing on himself rather than feeling a financial burden.”
Sandra,
Apt Wealth Pro Bono Client
Our values
Living our values
Our values are more than just words on a page. From management
down, we hold our team accountable for living these values in all they do.
- Communication – We value open and honest communication that benefits our clients, colleagues and partners.
- Accountability – We are accountable for our actions and take ownership of delivering for clients and colleagues.
- Life – We believe in living for today while planning for tomorrow. Life is about more than just money.
- Learning – We believe knowledge is power. We aim to educate ourselves and our clients.
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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