Apt Wealth Partners named FPA Professional Practice of the Year 2021
Stephanie Eckert
Nov 19, 2021
Apt Wealth Partners is proud to announce it has been named Financial Planning Association (FPA) Professional Practice of the Year at the 2021 FPA Awards. Now in its ninth year,…
How to navigate finances with a new partner
Tracey Pace
Nov 10, 2021
Finances can be a complex topic to raise with a new partner, particularly for those relationships that start in our 30s, 40s and beyond, when one or both parties may…
Apt Wealth Partners has been shortlisted for the ifa Excellence Awards 2021
Stephanie Eckert
Sep 07, 2021
Apt Wealth Partners is excited to announce that it is a finalist in the ifa Excellence Awards 2021. This year, Senior Financial Adviser John Versace has been recognised for his…
Apt Wealth Partners has been shortlisted for the Women in Finance Awards 2021
Staff Writer
Jul 23, 2021
Apt Wealth Partners is excited to announce they are a finalist in the Women in Finance 2021 Awards. This year, Melita Daff and Daniela Durpetti have both been recognised for…
Top 100 Financial Advisers: Andrew Dunbar, Director, Apt Wealth Partners
Staff Writer
Jun 18, 2021
This article was originally published in The Australian’s The Deal magazine. If you are a subscriber you can access the article here. Many of our leading financial planners ultimately became…
Apt Wealth Partners recognised as a 2021 AFR BOSS Best Place to Work
Staff Writer
Apr 20, 2021
The financial advisory firm ranked #4 on the Banking, Superannuation and Financial Services list Apt Wealth Partners has today been named on the 2021 AFR BOSS Best Places to Work…
Remembering our frontline nurses this ANZAC day
Andrew Dunbar
Apr 20, 2021
ANZAC Day is one of the most important days on the Australian calendar, a day when we remember and honour our servicemen and women who have helped to protect the…
Advisory firm Apt Wealth Partners merges with Unified Financial Services
Staff Writer
Dec 20, 2020
Apt Wealth Partners, a national financial advisory firm, is pleased to announce that it has merged with Unified Financial Services, a Melbourne-based financial advisory firm led by an award-winning financial…
One easy way to come up with your 2020 business idea
Melinda Livingstone
Oct 14, 2020
Here is a guest blog from Income Connection, a partner of Apt Wealth. What problems do people seek your advice about? Think about times when people have asked you for…
Apt Wealth Partners has been shortlisted for the ifa Excellence Awards 2020.
Staff Writer
Oct 13, 2020
Apt Wealth Partners has been named as a finalist in the ifa Excellence Awards for three categories: Self-Licensed Firm of the Year Industry Thought Leader of the Year Wellness Program/Initiative…
Women and Finance: Tips to stay on track during COVID-19 and beyond
Tracey Pace
Aug 24, 2020
The economic impacts of COVID-19 have been felt by many Australian households, and if we look at the data, we see that working-age women are amongst the most impacted demographic. …
