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Make the most of your money to live for today and
plan for tomorrow
Melbourne Financial Planning
Our Melbourne-based financial planners can partner with you to build a road map to your financial and life goals.
A financial plan is about more than just numbers; it’s about setting you on a course to achieve your life goals – whatever they may be. And success looks different for everyone. That’s why your Apt Adviser works closely with you to understand what’s important in your life and build a plan that is as unique as you are.
Your Apt Financial Planner starts by understanding you to create your
unique plan that can include:
- Investment and super management and advice
- Wealth accumulation and protection strategies
- A roadmap to funding and achieving life goals
- Managing and paying down debt
- Budgeting, saving and building access to emergency funds
- Structuring your assets and planning for tax
- Retirement planning
- Estate and wealth transfer planning
- Property financial planning
- Life event financial planning, including divorce, inheritance and redundancy
Meet the team
At Apt Wealth Legal Services, our expert legal team is dedicated to providing trusted guidance in estate planning, asset protection, and wealth transfer. With a deep understanding of complex legal and financial matters, we work closely with our clients to ensure their legacy is protected for generations to come. Meet the professionals who are committed to delivering tailored legal solutions with expertise, integrity, and care.
Contact Details
Address:
Level 8, 360 Collins Street
Melbourne VIC 3000
Postal:
PO BOX 289, Collins Street West,
Melbourne VIC 8007
T: 03 8779 5254
F: 03 8779 5262
E: melbourne@aptwealth.com.au
Contact Us
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Melbourne Financial Planning FAQ's
Where is the Apt Wealth Partners Melbourne office located?
Our Melbourne office is located at Level 8, 360 Collins Street, Melbourne VIC 3000. We're in the heart of the Melbourne CBD, easily accessible by tram, train (Flinders Street or Southern Cross stations) and bus. Paid parking is available nearby.
What are the Melbourne office hours?
Our Melbourne office is open Monday to Friday, 9:00 AM to 5:00 PM. We can arrange appointments outside these hours by request and offer video consultations for clients who prefer flexible meeting times.
What areas in Melbourne does Apt Wealth Partners service?
Our Melbourne CBD office services all of Greater Melbourne and Victoria, including South Melbourne, Southbank, Docklands, St Kilda, South Yarra, Toorak, Brighton, Hawthorn, Richmond, Carlton, Fitzroy, and surrounding suburbs. We also serve clients in regional Victoria and nationally.
What makes Apt Wealth different from other Melbourne financial advisers?
Apt Wealth Partners is an award-winning, employee-owned financial advice firm managing almost 3,000 families and $3.4 billion in funds under management. We're backed by an in house investment team, hold AFSL 436121 and are an FAAA Professional Practice. Our Melbourne advisers provide personalised financial planning focused on helping Australianslive their best lives through trusted advice, empowered people and technology that drives better decisions.
Do you work with Melbourne-based expats or international professionals?
Yes, our Melbourne team includes advisers with extensive experience working with expats, particularly US and UK citizens living in Melbourne and international professionals. We understand the complex cross-border tax and financial planning needs of global citizens.
Do you offer SMSF services in Melbourne?
Yes, we are SMSF specialists providing comprehensive self-managed super fund services including establishment, investment strategy, compliance and ongoing management. Our Melbourne team can help determine if an SMSF is right for your circumstances.
Can Apt Wealth Melbourne help with retirement planning?
Absolutely. Our Melbourne financial planners specialise in retirement planning including transition to retirement strategies, superannuation optimisation, aged care planning and creating sustainable income streams for your retirement lifestyle.
Can Apt Wealth Melbourne help with property investment strategies?
Yes, we provide comprehensive property financial planning including investment property strategies, home loan structuring and integrating property into your overall wealth plan. We work with Melbourne's dynamic property market to help you make informed decisions.
How much do financial planning services cost in Melbourne?
Our fees vary depending on the complexity of your situation and services required. We provide transparent fee structures during your initial consultation, with no hidden charges. Many clients find our services pay for themselves through improved investment returns and tax strategies.
Does Apt Wealth Melbourne offer advice on superannuation and investments?
Yes. Our Melbourne financial advisers can review and assess your existing superannuation and investment arrangements, compare them with other options in the market, and provide advice tailored to your goals – recommending changes only if they are in your best interest.
