A financial plan that’s as unique as you are
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Financial planning to live your best life, whatever it may bring
We’re all sailing through life making decisions, but they are all interconnected. An Apt Wealth Partners financial plan is about more than just numbers, it’s a roadmap to living the life you want today and tomorrow.
Whether you’re looking to grow and protect your wealth, plan for retirement, or fund your life goals, we simplify the complexities of finances to ensure you’re always making informed decisions.
Your roadmap for living well
From making property and career moves, starting a family and retirement to travel experiences and simply living in the moment, a financial plan enables you to live your best life – wherever it takes you.
Review your finances
Plot your life goals
Plan your financial moves
Protect your assets
Adapt your plan as life changes
Live for your best life…
Today and tomorrow
We can help you with
- Retirement Planning
- Estate Planning
- Superannuation & Investments
- High Net Worth Investment & Asset Management
- Self Managed Superannuation Fund
- Succession Planning & Wealth Transfer
- Ethical Investing
- Business Financial Planning
- Property & Home Loans
- Insurance & Wealth Protection
- Expat Financial Planning
- Financial Planning for Medical Professionals
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.
Apt Wealth is an Award-Winning Firm
We are proud to be an award-winning firm. Over the years our advisers have won, and we’ve been a finalist for many awards. Apt has been recognised for our employee wellness and diversity programs, thought leadership programs, and, of course, our advisory services. Here are just some of our recent accolades.
Financial Planning Resources
1 in 5 Australians worries about their retirement finances every day or often. But it’s not something to worry about – it’s something to act on. And the first step is understanding how much you will need to retire.
Financial Planning FAQs
How does financial planning work?
Our approach is tailored to meet your specific needs and the process involves:
Understanding your goals whether it’s saving for retirement, investing in property, or ensuring your family’s financial security.
Developing a personalised plan that aligns with your lifestyle and objectives. This includes employing strategies across the right mix of service for your goals such as superannuation, investments, estate planning, and wealth protection, among other services.
Implementing the plan to ensure they both build and protect your wealth.
Regularly reviewing and updating to ensure your plan evolves with your changing needs and circumstances.
Who benefits from financial planning?
Financial planning benefits everyone, from individuals and families to expats and those navigating life transitions like retirement, divorce, or receiving an inheritance. Whether you’re starting on your financial journey, looking to grow your wealth, or ensuring a comfortable retirement, our financial planning services are designed to provide peace of mind and financial empowerment.
What should I look for in a financial adviser?
When seeking a financial adviser, consider the following qualities and features:
Personalised service with solutions tailored to your unique financial situation and goals.
Extensive experience and expertise and support from an inhouse investment team so your adviser can focus on generating the outcomes you want with the latest research at their fingertips.
Transparent advice with recommendations in your best interests rather than aligning with their affiliations.
Long-term commitment as financial planning is not a one-time activity but a lifelong journey.
Latest financial adviser services
How to stay financially fit in retirement
Andrew Dunbar
Sep 03, 2024
Retirement isn't a finish line; it's a new beginning – a phase of life where financial fitness is as critical as ever. So, it’s important that you consider not just...
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The mid-career switch: Financial planning for a career change
Lisa Haley
Jul 31, 2024
Last year, Australians changed jobs at the highest rate in a decade, accelerating the trend of the mid-career switch: experienced professionals taking a new career path in their late 30s...
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Why you need a professional team in your corner as an expat
John Versace
Jul 23, 2024
Living and working abroad offers both exciting opportunities and daunting challenges. As an expat, you're not just packing your belongings; you're also carrying your financial goals, obligations and dreams across...
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