Apt Wealth Partners introduces a comprehensive legal and financial services offering with the launch of Apt Wealth Legal Services
By Andrew Dunbar | 03/02/2025
Melbourne, Australia – 1 February 2025 – Apt Wealth Partners has today announced a significant expansion of its service offerings with the introduction of Apt Wealth Legal Services. This new division signifies Apt Wealth Partners' commitment to providing a comprehensive suite of services tailored to meet the evolving needs of its clients.
Apt Wealth Legal Services integrates legal expertise with wealth management and financial planning to offer unparalleled, comprehensive advice, supporting individuals, families and businesses with a holistic solution.
“Our mission has always been to empower our clients to achieve their financial and personal goals," said Andrew Dunbar, Director of Apt Wealth Partners. "The introduction of Apt Wealth Legal Services is a natural extension of this mission, ensuring our clients have access to trusted legal advice that complements and enhances our financial planning and wealth management services. With these services under one roof, we create collaborative solutions that deliver the best possible outcomes."
The service will assist existing and new Apt Wealth clients with a range of legal services, including estate planning, property law and conveyancing, family law, business and leasing, commercial law, employment law, migration law and litigation and dispute resolution.
“Integrating legal advice with financial planning ensures our clients can build trusted relationships with professionals who work closely together, create a collaborative plan and see that vision come to life, avoiding costly mistakes,” said Erin Varker, Senior Solicitor, Apt Wealth Legal Services.
Clients can expect the same high level of care and professionalism that has become synonymous with Apt Wealth Partners, but with the added convenience and confidence that comes from having a full suite of legal services under the same roof.
“With some $3.5 trillion in assets set to change hands by 2041, comprehensive estate planning is a must, we know that the best outcomes occur when legal and financial professionals work hand-in-hand. This expansion is designed to help Australians live their best lives for generations to come,” Dunbar says.
Apt Wealth Partners is inviting new and existing clients to experience the benefits of integrated legal services with a free estate plan review. For further information about Apt Wealth Legal Services and to book your estate plan review, get in touch with an adviser.
About Apt Wealth Partners
Apt Wealth Partners is a leading financial planning and wealth management firm dedicated to providing expert financial advice and personalised service. With an award-winning team and holistic, client-centric advice, Apt Wealth Partners delivers a comprehensive suite of services from wealth building to legacy planning to help clients live their best life today and tomorrow, and when the time comes, leave the legacy they deserve.
Contact:
Andrew Dunbar
Director
Apt Wealth Partners
1800 801 277
andrewd@aptwealth.com.au
