Our Services

Superannuation & Investments

Superannuation & Investments

How you manage your super today can mean the difference between a limited lifestyle and a comfortable retirement. We help you employ the right strategies to meet your retirement goals.

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SMSF

SMSF

Gain control of your financial future with a Self Managed Superannuation Fund. We can help remove the complexity and chart the right path forward for success.

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Property

Property

Whatever your stage of life, it’s important to have the right approach to buying, selling, and saving for property. We have the right strategy to match your needs.

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Wealth Protection

Wealth Protection

Having the right level of protection in place will assist you and your family through the hard times and cover the unexpected. Plan for tomorrow with expert advice on life and income protection insurance.

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Estate Planning

Estate Planning

Having the right plan in place removes complexity and enables your loved ones to carry out the right financial strategy in accordance with your wishes.

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Home Loans

Home Loans

Understanding your options is crucial to take out the right loan. We can help you find and select the right home loan to match your specific needs.

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Retirement

Retirement

Plan for tomorrow with the right strategy to ensure you have the retirement you deserve. Our experience ensures you maximise your finances in retirement.

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Inheritance

Inheritance

Receiving an inheritance can be an emotional time. It’s worth seeking expert advice to help navigate strict tax and inheritance laws and create a financial plan that makes the most of your inheritance.

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Aged Care Planning

Aged Care Planning

Australia’s aged care system is complicated, and decisions often need to be made quickly. Apt Wealth Partners can guide you through the aged care maze to deliver the best outcome.

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Divorce

Divorce

Divorce can be one of life’s most challenging experiences. But you are not alone. We provide advice and guidance to ensure your financial wellbeing.

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Redundancy

Redundancy

We understand that financial uncertainty is common with redundancies, and our advisers help to ease the burden.

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Relocation

Relocation

Moving abroad can be exciting, however, it does come with some unique financial challenges. We help to take the complexity out of relocation.

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