Make the most of your money to live for today and
plan for tomorrow

What areas in Sydney does Apt Wealth Partners service?

Our Sydney CBD office services all of Greater Sydney and New South Wales, including the Eastern Suburbs, North Shore, Inner West, Northern Beaches, and regional NSW. We offer in-person meetings at our Spring Street office, as well as video and phone consultations for clients throughout NSW.

How do I get to the Apt Wealth Sydney office?

Our Sydney office is located at Level 12, 8 Spring Street, Sydney CBD. We're easily accessible by train (Martin Place or Wynyard stations), bus and light rail. Paid parking is available nearby at the Hilton Hotel or Pitt Street car parks.

What makes Apt Wealth Partners different from other Sydney financial advisers?

We're an award-winning practice managing almost 3000 families and $3.4billion in FUM in client funds. Our Sydney team provides personalised financial planning backed by an in-house investment team, ensuring expert portfolio management with your adviser focuses on your unique goals and circumstances.

Do you work with Sydney-based expats or international professionals?

Yes, our international office has extensive experience working with expats, particularly US & UK citizens living in Sydney, and international professionals. We understand the complex tax and financial planning needs of global citizens and can coordinate with international tax advisers.

What is the minimum investment to work with Apt Wealth Partners Sydney?

We work with clients at various stages of their financial journey. Whether you're just starting to build wealth or managing significant assets, we can tailor our services to meet your needs. Contact our Sydney office for a consultation to discuss how we can help you.

Can Apt Wealth Sydney help with property investment strategies?

Yes, we provide comprehensive property financial planning including investment property strategies, home loan structuring, and integrating property into your overall wealth plan. We work with Sydney's dynamic property market to help you make informed decisions.

Do you offer SMSF services in Sydney?

Yes, we're SMSF specialists providing comprehensive self-managed super fund services including establishment, investment strategy, compliance, and ongoing management. Our Sydney team can help determine if an SMSF is right for your circumstances.

What are your Sydney office hours?

Our Sydney office is open Monday to Friday, 8:30 AM to 5:30 PM. We can arrange appointments outside these hours by request and offer video consultations for clients who prefer flexible meeting times.

How much do financial planning services cost in Sydney?

Our fees vary depending on the complexity of your situation and services required. We provide transparent fee structures during your initial consultation, with no hidden charges. Many clients find our services pay for themselves through improved investment returns and tax strategies.

Can Apt Wealth Sydney advise me on my superannuation and investments?

Yes. Our Sydney financial advisers can review and assess your existing superannuation and investment arrangements. We’ll compare them with other options in the market and provide advice tailored to your goals, recommending changes only if they are in your best interest.