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About Apt Wealth Partners
Apt Wealth Partners is an award-winning financial advice firm with offices in the Sydney CBD, Northern Beaches, Melbourne and Geelong. We have a proud history of delivering leading financial advice and services for individuals, businesses and families across the country and even the globe.
From humble beginnings as a local advice firm, today, our team now numbers over 80 leaders in their fields, from advice and investment to innovation and compliance, who deliver a comprehensive portfolio of financial services.
But as we have grown, one thing hasn’t changed: our commitment to delivering a client-first service that helps you live your best life.
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.
We can help you with
- Retirement Planning
- Estate Planning
- Superannuation & Investments
- High Net Worth Investment & Asset Management
- Self Managed Superannuation Fund
- Succession Planning & Wealth Transfer
- Ethical Investing
- Business Financial Planning
- Property & Home Loans
- Insurance & Wealth Protection
- Expat Financial Planning
- Financial Planning for Medical Professionals
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:
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