We’re a national financial planning firm who pride ourselves on delivering exceptional financial advice and personalised service. We look after almost 3,000 families and $1 billion in client funds. With years of combined experience, our people are our greatest asset. Your finances are in good hands.
The end of a long-term relationship brings a variety of emotions, but in this highly turbulent time, your financial well-being cannot be overlooked.
The decisions you make today regarding financial settlement, and how you manage your money following this settlement, can shape your financial well-being and that of your children, today, tomorrow and into the future.
At Apt, we understand that separation and divorce can be one of life’s most challenging experiences. But you are not alone.
Resetting goals and plans to achieve them
Evaluating loans and payment options
Reviewing Superannuation investments
Updating insurances and estate plans
Having a clear picture of your financial situation is a vital starting point. This information allows us to help you make the right choices about your property settlement – or how to use the funds – if a settlement has been formalised.
Life may have changed for you, but with our support, you can enjoy a richly rewarding future. We can help you set financial goals, and develop a tailored plan to achieve them, leaving you free to focus on building a new, financially secure life.
We will regularly review your financial plan to ensure it continues to be relevant to your life, your goals, new legislation and any changes to the economy or investment markets.
If you are unsure who to turn to, we can put you in touch with one of our specialist consultants or like-minded partners to give you the advantage of holistic advice. It can be incredibly reassuring, reducing the stress and uncertainty of this new stage.
Providing a service you can trust, we’re here to help.
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