Search Apt.

Patrick assists Apt Wealth Partners offices nationwide with general administration duties and support.

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, the FPA Awards recognises exceptional financial planners, paraplanners, university students and FPA Professional Practices from across Australia. The awards also celebrate the individuals and businesses […]

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 bring significant assets to the relationship. However, financial differences are a major contributor to relationship issues, so it’s important to consider how and when you […]

Our Geelong-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 […]

Our Sydney-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 […]

Whether it is for a parent, partner or other loved one, making decisions around aged care can be a highly emotional time. Here are our tips for managing the preparations. #1 If you haven’t organised power of attorney, act as soon as possible This is the first step to making a move to aged care, […]

Tarryn is a Financial Planning Associate with a Bachelor of Applied Finance and Commerce. He is highly motivated and goal-oriented, with a passion for helping individuals secure their financial futures. He has a strong foundation in customer service management. He is now on a transformative journey to acquire a Graduate Diploma in Financial Planning to […]

The Australian Prudential Regulation Authority (APRA) recently reviewed personal income protection insurance to ensure it remains sustainable and affordable. As a result of this review, insurance policies issued after 1 October 2021 are significantly different from those issued prior to this date. Here we review the changes, and what they mean for you. What has […]

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 […]

There is no denying that our world has changed over the past 18+ months and many of these changes are likely to be enduring. The COVID-19 pandemic has touched almost every aspect of our lives, from how we work and socialise to our core values. For many, how we think and plan for retirement has […]