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Life is about more than just numbers. Your financial plan should be too.
We deliver comprehensive, integrated financial advice that helps you live your best life – and that looks different for everyone. We take the time to get to know you and build a plan encompassing the right mix of services to achieve your goals, today and tomorrow.
RETIREMENT PLANNING
Live A Life That’s Not So Retiring After All
Whether it’s two years or two decades away, most of us have big dreams for life after work. We can help you make yours a reality.
SUPERANNUATION & INVESTMENTS
Build And Maintain The Right Investment Structures For You
From structuring your superannuation to defining the best possible investment mix, our dedicated investment team is in your corner.
SELF MANAGED SUPERANNUATION FUND
Navigate Your SMSF
SMSFs can be complex and making the wrong move can be costly. Our advisers work with you to create the right structure to support your goals.
ETHICAL INVESTING
Invest With Your Head And Your Heart
We can help you make investment choices that align with your values, ensuring a positive impact and the best possible returns.
PROPERTY & HOME LOANS
Explore Property Investment And Financing Options
We can help you plan for property ownership or investment and assist with mortgage broking through Apt Wealth Home Loans.
INSURANCE & WEALTH PROTECTION
Protect What You Have Built
Our dedicated risk advisory team can help you protect yourself, your loved ones and your lifestyle with comprehensive insurance and wealth protection advice.
AGED CARE PLANNING
Navigate The Aged Care Maze
Whether for yourself or a loved one, we can help you develop and implement strategies to fund the most suitable care option.
ESTATE PLANNING
Leave Your Legacy
Our estate planning experts work closely with your legal professionals to ensure your estate plans reflect the legacy you want to leave.
HIGH NET WORTH INVESTMENT & ASSET MANAGEMENT
Develop Income Streams To Support Your Lifestyle
Our experienced Private Capital team works with your other professionals to deliver a sophisticated and proven approach.
SUCCESSION PLANNING & WEALTH TRANSFER
Transfer Your Wealth To The Next Generation
From managing family dynamics to designing an integrated strategy, we work with your professionals to ensure effective succession planning and wealth transfer.
BUSINESS FINANCIAL PLANNING
Future-proof your business
We can help you navigate all aspects of your business financial planning, from shareholdings and trusts to planning your exit strategy.
EXPAT FINANCIAL PLANNING
Live Your Best Life As An Expat, Wherever It May Take You
You moved overseas for the lifestyle, now make sure you can live it with proven strategies to protect and grow your wealth and maximise returns when living abroad.
FINANCIAL PLANNING FOR MEDICAL PROFESSIONALS
Build A Strong Practice And A Bright Financial Future
As your career and your practice grow, our industry-specific planning services help you take care of the finances.
Our Approach
An integrated approach to your financial wellbeing
You can think of us as your Personal CFO, working closely with your other professionals to manage your financial wellbeing at every life stage. Whether you have an existing trusted team or would like us to help you build one, we have you covered.
- Legal Professionals
- Accountants and Tax Agents
- Business and Career Specialists
- International Jurisdiction Specialists
Our Resources
From how much you need to retire to moving home as an expat, our guides and tools help you navigate your finances and your goals.
Book a chat with an adviser
Our focus is on delivering financial advice that allows us to become your personal CFO. Your finances will be tailored to your needs, allowing you to concentrate on living the life you want. We’re privately owned and focus on providing the most transparent advice possible.
