Financial Planning

Live for today, plan for tomorrow

 

Sounds like a simple statement right? It’s something we all strive for, a secure future without sacrificing what we want to do today. At Apt Wealth Partners, it’s the cornerstone of our financial planning focus. Our goal is provide financial planning and advice that helps you manage your finances to live the life you want.

 

Retirement

Retirement

Superannuation

Superannuation

Aged Care Planning

Aged Care Planning

Investment Advice

Investment Advice

Inheritance

Inheritance

Property

Property

 

 

Apt Wealth is an award winning financial planning firm

 

  • Apt Wealth Director and Senior Financial Planner Andrew Dunbar wins 2019 FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year

    Apt Wealth Director and Senior Financial Planner Andrew Dunbar wins 2019 FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year

  • Apt Wealth Partners has been recognised at the IFA Excellence Awards, making the list of finalists

    Apt Wealth Partners has been recognised at the IFA Excellence Awards, making the list of finalists

Apt Wealth Director and Senior Financial Planner Andrew Dunbar wins 2019 FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year

Apt Wealth Director and Senior Financial Planner Andrew Dunbar wins 2019 FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year

Apt Wealth Partners has been recognised at the IFA Excellence Awards, making the list of finalists.

Apt Wealth Partners has been recognised at the IFA Excellence Awards, making the list of finalists.

No obligation first financial planning consultation

Learn about how our financial planning approach will change the way you manage your finances. Book an obligation free consultation today.

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Feedback from our clients

We can help you answer a range of financial questions

How much do I need to retire?

How do I manage cash flow in retirement while still trying to invest?

What’s the best strategy for managing my inheritance?

How do I financial survive divorce?

What’s the best investment strategy post retirement?

Our team of experts

 

Our financial planning team is located in three key locations: Sydney, Melbourne, & Geelong. We have a proven track record in delivering for our clients, with over $1.5bn in funds under management and over 3000 clients Australia wide.

 

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Our Investment Philosophy

 

We focus on delivering strong returns from our financial planning advice, with a core investment philosophy that guides our decisions making.

 

Protect & Grow

Protect & Grow

We know the decision to go with Apt Wealth Partners is one you will have considered thoroughly. That’s why we focus on building a strategy for protecting your investments while providing the opportunity for growth.

Transparency

Transparency

It is important that you are comfortable with our investment decisions. We will ensure you understand exactly what you are invested in. Decisions around your portfolio will always be made in accordance with our agreement with you.

Diversification

Diversification

We look at the best mix of investments to achieve the outcomes you want. This means we look at a range of investment options to uncover what suits your specific circumstances and the goals you want to reach.

Valuation & Timing

Valuation & Timing

We believe it’s important to manage the investment implementation process and to invest when opportunities exist, not simply because cash is available. We will implement our investment strategy at a pace that suits you, whilst being aware of the different stages of the market cycle.

The Power of Income

The Power of Income

Maximising income is a core part of our philosophy. On average, at least half of investment returns are generated from dividends. Over the longer term, particularly in low-growth periods, this percentage increases. We believe generating income plays an important role in your portfolio.

Minimising Fees

Minimising Fees

We want to keep fees to a minimum, so we focus on minimising investment costs and keeping trading fees as low as possible, without compromising quality.



Our Investment Process







Set The Framework Assess The Options Implementation Monitoring and Review
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