Grow your business and your wealth
Expert guidance to bring your vision to life
As a business owner, you need financial advice that understands your business and you as a person – what you want to achieve in business and in life. Your Apt financial adviser works closely with you to build a bespoke strategy that integrates your financial, business and life goals to ensure your vision becomes a reality.
A bespoke strategy to make your vision a reality
Working closely with you, your family and your other trusted professionals, we design a bespoke strategy. From family succession and multigenerational wealth planning to tax and estate planning, we can help you to ensure you live the life you want today and tomorrow.
We can help you with:
Business Succession Planning
Planning the succession of your business can be emotional and fraught with emotions. Our advisers will work with you to map out a clear succession plan, minimising the risk to your business and ensuring your successful transition to retirement – or whatever’s next.
Investment Management and Asset Allocation
We work with you to select the investments that suit your plans and goals. Our asset allocation provides the right asset mix while balancing risk vs. long-term return. We regularly review your allocation to ensure it continues to work for you.
Estate Planning
We work with your trusted advisers to guide you on the most tax-effective method of estate planning and distribution. We can also help you to set up a trust for your beneficiaries, providing both protection and taxation benefits.
Family Governance
Your Family Governance Plan will guide your family to work together towards a shared vision. Roles and responsibilities will be allocated to family members, and the process for making decisions will be agreed. We will also help you to manage your family office and your business, make investment decisions and oversee your philanthropic interests.
Asset Structuring and Risk Management
When we plan your investment assets, we help you create ownership structures that facilitate business succession, estate planning, taxation and asset protection to keep you on track in any climate.
Philanthropic Management
Many of our clients want to give back to the community. Our advisers can help you give to these causes in the most effective way. Our services include structuring your giving, establishing and managing charitable trusts, finding suitable causes to support and helping you leave a legacy through your will.
Retirement Planning
Retirement looks different for everyone. For some, it is a point in time when work stops, and a new phase of life begins. For others it can be a gradual phasing out of work. Whatever your circumstances, our goal is to help you maximise this exciting stage of life.
Tax Planning
Taxation rules and regulations can be complex and change regularly. Our advisers have the latest information at their fingertips to ensure your assets and investments maintain a tax effective structure.
Book a chat with an adviser
Our focus is on delivering financial advice that allows us to become your personal CFO. Your finances will be tailored to your needs, allowing you to concentrate on living the life you want. We’re privately owned and focus on providing the most transparent advice possible.
Latest articles
Intergenerational Wealth Transfer: 5 tips to navigate family dynamics
Preston Foster
Nov 07, 2022
Planning for intergenerational wealth transfer is rarely easy, not least because it involves family dynamics. But it’s also an area where you can’t put your head in the sand. So...
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Navigating market volatility with ETFs
Stephanie Eckert
Jul 13, 2022
Apt Wealth Partners’ Chief Investment Officer Sarah Gonzales joined Livewire Markets’ latest episode of Buy Hold Sell to share her thoughts on navigating the current market volatility with ETFs. You...
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7 tips for successful farm succession planning
Preston Foster
Jul 19, 2021
Succession planning for the family farm can be highly complex and emotional. The retiring family members have likely invested significant time and money into the property, and it can be...
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