At Apt Wealth Partners, we believe financial planning is about more than money. As a financial planning firm, we want to help Australians live their best lives. We are committed to positively impacting the people we serve and the community around us.
And while this is easy to say, it’s far more important to live it. Here are just some of the ways we balance people, profit and purpose every day.
Giving back to move forward
We believe corporations should play a role in building a stronger future by giving back. We do this through:
- Regular charitable giving
- Matching staff donations
- Staff volunteering leave
- Pro bono financial advice