Search Apt.

Tracey has been working in the financial services industry since the late 1990s. Joining Apt Wealth Partners from Semaphore Private in January 2020 following a merger of these businesses, Tracey enjoys the long-standing client relationships she has developed over an extended period of time. Seeing individuals reach, and often exceed, their planned goals is most […]

Brett has a number of years of experience in the financial services industry, with the majority of this time spent working for a large and mid-sized wealth management firm. Brett’s qualifications include a Bachelor of Business and a Diploma of Financial Planning. Brett is also a Certified Financial Planner® professional with the Financial Planning Association […]

Many of us will say we want to give back to the community at Christmas, but in December, as the shopping frenzy intensifies, the social calendar fills up, and we’re budgeting for lunch, gifts, and maybe even travel, good intentions can get lost by the wayside. We all know why it’s good to give; it […]

The Christmas period is often referred to as the “silly season”, and for good reason. For many of us, it’s a time when work takes a backseat, and we focus on family, friends, and having a good time. We all feel like we have earned a break when Christmas rolls around, but without planning ahead, […]

A big thank you to our clients, partners and staff who gave so generously to The Smith Family Giving Trees at the Apt Wealth Partners offices. The trees were overflowing with toys and books for kids in need. The Smith Family aims to deliver over 81,000 new toys and 54,000 new books to 27,000 Australian […]

Finding out you or your partner are seriously ill or injured is a frightening time, and many other aspects of life must be put on hold as you focus on getting the right treatment. Unfortunately, ignoring your finances isn’t going to help. If you can’t work, you will need to structure your finances so that […]

Andrew Dunbar, Director and Senior Adviser at Apt Wealth Partners, was presented with the prestigious FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year Award, at the FPA’s Professionals Congress held in Melbourne on Thursday evening. The award acknowledges Andrew’s commitment to making a positive and meaningful difference to clients by living the ‘client-first’ principle. FPA CEO Dante […]

When it comes to our finances, most of us want that safety net; to know we are setting ourselves up to live the lifestyle we want – whether that is buying a home, starting a family, taking a dream trip, or just having some financial security. But with today’s record low interest rates, it can […]

This week, Emily Lanciana from the Apt Wealth Melbourne team presented alongside our partner TBA Law a webinar session on helping women to empower their retirement through better managing their finances. You can watch the session below.  Interested in discussing your finances? Contact us to arrange an initial conversation.