Apt Wealth Partners has been shortlisted for the Women in Finance Awards 2020

Published on: August 6th, 2020

Apt Wealth Partners is excited to announce it is a finalist in the Women in Finance Awards Wellness Program Initiative of the Year.

The Women in Finance Awards showcases the industry’s most prestigious accolades recognising excellence across the entire financial services industry.

The finalist list, which was announced over several weeks beginning on 3 August 2020, features over 240 high-achieving professionals across 28 submission-based categories.

 “This year’s Women in Finance Awards is our biggest yet, with new categories introduced to capture a wider demographic of outstanding female talent,” said Emma Ryan, deputy head of content at Momentum Media.

“The event represents a fantastic opportunity to shine a spotlight on those going above and beyond for their respective organisations, all while breaking down barriers and cementing themselves as among the top professionals across Australia.

James McGregor, Managing Director at Apt Wealth Partners said, “Apt Wealth Partners prioritise our staff’s health and wellbeing and are proud of the programs and initiatives we have built to achieve this. We are also passionate about raising awareness of financial issues impacting women and providing the tools and expertise to help.”

“Being named a finalist for the Wellness Program Initiative of the Year is a fantastic recognition of our work in this area, and demonstrates that a comprehensive wellness program isn’t just for large companies; firms of all sizes can achieve it,” concluded McGregor.


About Apt Wealth Partners 

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 $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.