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Blog Article

3 Steps to Healthier Finances in 2021

With 2020, and hopefully the worst of COVID-19, in the rear-view mirror, many of us are thinking about our goals for the year ahead.  And while there is still some uncertainty, it’s always worth being clear on what you want to achieve. At this time of year, we are inundated with advice on everything from […]

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Our People

Jess Bray

Jess assists David Maddock and Sean Moran with the management and administration of their client portfolios. Before joining Apt, Jess worked in client services roles where she gained a great deal of experience. Her qualifications include Certificates 3 & 4 in Financial Services and Accounting.

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Blog Article

How COVID-19 is changing our suburbs and regions

At the Apt 2020 End-of-Year event, attendees heard from author, demographer and commentator, Bernard Salt, on creating wealth in post-COVID Australia.  Those who attended will no doubt agree that it was an incredibly interesting and timely presentation. One discussion point that the Apt Investment team has been doing a lot of thinking about is the […]

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Blog Article

Advisory firm Apt Wealth Partners merges with Unified Financial Services

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 adviser, Michelle Tate-Lovery. Combining under the Apt Wealth Partners brand, the merger will bring together both firms’ shared core values to help clients live their […]

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Our People

Karolina Scales

Karolina helps to deliver high-quality service to Apt Wealth clients. Karolina holds a BComm from RMIT University, graduating with Distinction and receiving the Pearson Education Australia Award. Karolina also holds an Advanced Diploma of Public Relations and RG146 Compliance. On a personal level, Karolina enjoys spending time with her time family and two sons Harry […]

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Our People

Frank D’Alesio

Frank D’Alesio is an experienced financial planner with a passion for being part of his clients’ journeys, supporting them to achieve life and financial goals. Based in Melbourne, Victoria, Frank has been in the advice industry for 14 years, joining Apt Wealth Partners in 2020 as a Senior Financial Planner. He is known for his […]

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Our People

Lisa Haley

Lisa is a Senior Financial Adviser at Apt Wealth Partners. She has almost twenty years of experience in the financial services industry, practising as a financial planner. Lisa’s qualifications include a Diploma of Financial Planning, a Bachelor of Applied Science. Lisa is an Accredited Aged Care Professional® and is also a Certified Financial Planner® with […]

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Blog Article

Tips to navigate property ownership for Australian expats

Property ownership can be a great way to build wealth. However, if you’re an expat, property investments can be complex, and it pays to do your research. Whether you are considering keeping the former family home when you relocate or buying property as an investment, there are a few factors to weigh up when deciding […]

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Blog Article

Tips to control your spending this Christmas

With a recession upon us, and many Australians facing changed financial circumstances, Christmas this year may look a little different. In a year when many of us couldn’t spend as much time with our friends and family as we would have liked, it might be the right time to shift the focus to what’s most […]

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