Apt Wealth Partners, a national financial advisory firm, is pleased to announce that it has merged with Unified Financial Services, a Melbourne-based financial advisory firm led by an award-winning financial adviser, Michelle Tate-Lovery. Combining under the Apt Wealth Partners brand, the merger will bring together both firms’ shared core values to help clients live their best lives.
“Unified Financial Services is a well-regarded advisory firm. Michelle and her team share our approach to financial life planning, helping clients to live for today while planning for tomorrow,” said James McGregor, Managing Director, Apt Wealth Partners.
With over 30 years of experience, Apt Wealth Partners has offices in Sydney, Melbourne and Geelong, and currently manages over $2 billion in client funds. The merger will see James McGregor continue as Apt Wealth Partners Managing Director, with all Unified Financial Services staff joining its Melbourne office.
“We believe our team is our greatest asset, and the Unified Financial Services group only further strengthens this. Together, our years of experience and dedication to providing tailored and holistic financial solutions to our clients means we always provide the highest level of advice and support,” continued McGregor.
Michelle, who was recently awarded the Financial Planning Association’s Distinguished Service Award for her contribution as an FPA Director, will be joining Apt Wealth Partners as a Senior Financial Adviser. In this role, Michelle will continue to lead her team, as well as contribute to adviser development, mentoring, and best practice at the advisory firm.
Commenting on the merger, Michelle Tate-Lovery, Managing Director, Unified Financial Services, said, “We are excited to join the Apt Wealth Partners family. The alignment of attitude and care was critical to our selection of Apt Wealth Partners. Most importantly, we share the common values of client first, people care and transparency. We believe our clients will benefit immensely from being part of Apt Wealth. Clients will continue to receive services from their current advisers, as well as access to a range of enhanced services and investment offerings, such as environmental and social investment and philanthropic structuring provided by Apt Wealth Partners.”
This merger demonstrates Apt Wealth Partners’ commitment to growth and building a financial advice firm that it is future fit to focus on helping its clients navigate the financial journey, 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 of experience, Apt Wealth Partners manages over $2 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.