Apt Wealth Partners recognised as a 2024 AFR Boss Best Place to Work and Most Outstanding Practice – Diversity and Inclusion

Published on: May 1st, 2024

Media Release

 

1 May, 2024

 

Apt Wealth Partners recognised as a 2024 AFR Boss Best Place to Work and Most Outstanding Practice – Diversity and Inclusion

Apt Wealth Partners has today been named on the 2024 AFR BOSS Best Places to Work list, recognising its ongoing commitment to staff culture, wellbeing and engagement. In addition, the firm was awarded Most Outstanding Practice – Diversity and Inclusion.

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 5th in the Financial Services category, from some 600 nominated organisations across Australia and New Zealand.

“It is an honour to be named on this prestigious list and a testament to the hard work of every single member of our team. Recognition for our diversity and inclusion is something of which we are particularly proud,” said Apt Wealth Partners Managing Director, James McGregor.

“It’s about far more than simply setting initiatives from the top; for us it’s about an enduring and deliberate commitment to building a great team culture at all levels. And our team shows that commitment each and every day.”

“Ultimately, building a great culture is an investment for our people, our clients and our business, and we are proud to have that achievement recognised today.”

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. Apt Wealth Partners manages over $2 billion in client funds and offers a range of services including Retirement Planning, Superannuation and Investment Advice, Self Managed Super Funds, Expat Advice, Wealth Protection, Estate Planning, Aged Care and Home Loans.

 

Media Contact:

Sintoro Sales and Marketing

Luke Maddison

Phone: 0409053177

Email: luke@sintoro.com.au

 

General Advice Warning

The information provided in this article does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. Apt Wealth Partners (AFSL and ACL 436121 ABN 49 159 583 847) and Apt Wealth Home Loans (powered by Smartline ACL 385325) recommends that you obtain professional advice before making any decision in relation to your particular requirements or circumstances.