Apt Wealth Partners recognised as a 2021 AFR BOSS Best Place to Work

Published on: April 20th, 2021

The financial advisory firm ranked #4 on the Banking, Superannuation and Financial Services list
Apt Wealth Partners has today been named on the 2021 AFR BOSS Best Places to Work list, recognising its ongoing commitment to staff culture, wellbeing and engagement.

The annual list recognises and ranks the best places to work in Australia and New Zealand, by industry, and is the premier list of its kind. Apt Wealth Partners ranked #4 on the Banking, Superannuation and Financial Services list, from nearly 700 nominated organisations across Australia and New Zealand.

The top five ranked organisations on the Banking, Superannuation and Financial Services list included:

  • #1 Australia and New Zealand Banking Group;
  • #2 Commonwealth Bank of Australia;
  • #3 Medibank;
  • #4 Apt Wealth Partners; and
  • #5 VISA

“We are honoured to be named on this prestigious list,” said Apt Wealth Partners Managing Director, James McGregor.  “We have an unwavering commitment to maintaining our positive team culture at Apt, one in which people enjoy coming to work each day. Recognition like this is an honour and a positive reinforcement of our efforts.

“We believe investing in our people and our culture leads to better outcomes for our staff, the business, and ultimately, the Australian families who entrust us with their financial planning.”

For more information on Apt Wealth’s award-winning financial planning services or to find out more about working with Apt Wealth Partners, visit www.aptwealth.com.au, follow us on Facebook, or connect with us on LinkedIn.

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.


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