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Apt Wealth Partners

We’re a national financial planning firm who pride ourselves on delivering exceptional financial advice and personalised service. We look after almost 3,000 families and $1 billion in client funds. With years of combined experience, our people are our greatest asset. Your finances are in good hands.

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Melbourne | Sydney | Geelong

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Guides & Video Series

Guides & Video Series



Meet the Team

At Apt Wealth Partners, our team members come from diverse career and life backgrounds, but they all share our passion for helping Australians live their best lives.

The Value of Financial Advice

Every action you take today affects your destination tomorrow. At Apt Wealth Partners, we help you navigate financial decisions so you can be confident you’re moving in the right direction, wherever life takes you.

Aussie Expats: Your guide to moving home

Hear from Apt Wealth Partners Senior Financial Adviser, John Versace and Margot Andersen, Founder of Insync Network Group, on how to create financial and career stability during your transition back to Australia.

Retirement Webinar: Stop Thinking. Start Planning.

Hear from Apt Wealth Partners Director and FPA Financial Planning Professional of the Year,  Andrew Dunbar and Wayne Bishop, Founding Director of Changing Gears™, on how to manage the financial and emotional transition to retirement, and get answers to your retirement questions.

Apt With Money: Episode 3 – Redundancy

In this episode, we discuss the important steps people can take to help manage the financial and emotional impact of redundancy.

Apt With Money: Episode 2 – Planning your Retirement

In this episode of Apt with Money, we tackle the massive topic of planning your retirement and try and answer the question: How much will I need to retire?

Apt with Money: Superannuation

In the first episode of Apt with Money, Andrew Dunbar from Apt Wealth Partners discusses your Superannuation and what to consider in these financially uncertain times.

General Advice warning
The information provided on this website 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 Private Capital is a business name of Apt Wealth Partners. 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.

Our Offices

Sydney Financial Planning

Level 28, 31 Market Street
Sydney NSW 2000
T: 02 8262 4000
F: 02 9283 6331
sydney@aptwealth.com.au

 

Melbourne Financial Planning

Level 8, 360 Collins Street
Melbourne VIC 3000
T: 03 8779 5254
F: 03 8779 5262
melbourne@aptwealth.com.au

 

Geelong Financial Planning

24 Moorabool Street
Geelong VIC 3220
T: 03 5221 7557
F: 03 5222 5037
geelong@aptwealth.com.au

This business is a Principal Practice Member of the AIOFP, an Association that represents practices that are not owned or affiliated with Financial Institutions. The business does accept commissions from Risk and past Financial products.

Northern Beaches Financial Planning

Level 1, 2 Bungan Street
Mona Vale NSW 2103
T: 1800 801 277
F: 02 9283 6331
northernbeaches@aptwealth.com.au

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© Apt Wealth Partners Pty Ltd 2018 ABN 49 159 583 847 AFSL and ACL 436121

Apt Wealth Home Loans Pty Ltd ABN 53 618 009 322 is Proudly Powered by Smartline, Australian Credit Licence Number 385325

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