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.
- Life – Everything we do exists to support a life well lived. We help individuals and families focus on what matters most: themselves, their loved ones and their communities. The decisions around wealth carry responsibility, and strong families and communities create lasting impact across generations.
- Accountability – We take full ownership of our actions and our advice. We act with integrity, keep our commitments and take responsibility for the outcomes we help create, for clients, for colleagues and for the long-term future of the business.
- Innovation – Better outcomes come from better thinking. Our determination fuels our innovation and empowers us to pursue our goals, no matter how ambitious. We invest continuously in our people, our practice and the purposeful use of technology, not to replace human judgement but to sharpen it.
- Communication – We listen before we speak. Our commitment to simplicity drives clear, transparent communication and quicker outcomes, so the people we serve are genuinely informed at every stage. Trust is earned through transparency, and confident decisions begin with clear understanding.
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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