Apt Wealth Partners, a national financial advisory firm, is pleased to announce the acquisition of Semaphore Private, a Melbourne-based financial advisory firm. Combining under the Apt Wealth Partners brand, the acquisition will bring together the firms shared transparent investment methodologies and client-focus.
“Semaphore Private is a well-regarded advisory firm and shares our personal approach to wealth management and our core belief of helping clients to live for today while planning for tomorrow,” said James McGregor, Managing Director, Apt Wealth Partners.
With over 30 years’ experience, Apt Wealth Partners has offices in Sydney, Melbourne and Geelong, and currently manages over $1.5 billion in client funds. The acquisition will see James McGregor continue as Apt Wealth Partners Managing Director, with Semaphore Private staff joining its Melbourne office.
“We believe our team is our greatest asset, and the addition of Semaphore Private’s advisers only further strengthens this. Together, our years of experience and dedication to providing tailored financial solutions to our clients means we always provide the highest level of advice and support,” continued McGregor.
Commenting on the acquisition, Andrew Peters, Managing Director, Semaphore Private, said, “We are excited to join the Apt Wealth Partners family. After both parties conducted significant research to ensure there was an alignment of attitude and client care, we believe our clients will benefit from joining the Apt Wealth team. Clients will continue to receive services from their current advisers, as well as access to a range of enhanced investment offerings and services provided by Apt Wealth Partners.”
This acquisition demonstrates Apt Wealth Partners’ commitment to growth and its focus on helping its clients navigate the financial journey and ensuring that they can still live for today while keeping an eye on tomorrow.
About Apt Wealth Partners (AFSL and ACL 436121)
Apt Wealth Partners is a national financial advisory firm, with offices in Sydney, Melbourne and Geelong. With over 30 years’ experience, Apt Wealth Partners manages over $1.5 billion in client funds and offers a range of services including Superannuation and Investment, Self Managed Super Funds, Expat Advice, Wealth Protection, Estate Planning, Aged Care and Home Loans.