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.

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