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.
How you manage your super today can mean the difference between a limited lifestyle and a comfortable retirement. Are you employing the right strategies to meet your retirement goals? Do you know where your money is being invested?
Our experienced advisers will help you get more out of your assets, with tax-effective strategies and making the most of government benefits. We’ll provide an investment portfolio designed to reach your specific goals.
Growing
wealth
Retirement
planning
Understanding your investments
Surviving market downturns
Living your
desired lifestyle
We understand that everyone is different. From our first meeting we want to get to know you, to understand your needs, your goals and your dreams. After all, it’s your money and your future. From there, we can show you how to achieve your financial goals (and what to avoid) with a blueprint tailored exclusively for your needs.
Our goal is to impress you with results – not confuse you with jargon. Rely on us to cut through the clutter, explain complex issues in plain terms and recognise what matters for your circumstances. You will always understand where your money is invested with Apt, and whenever you have questions, we’ll be here to provide answers.
When you partner with us, you’re free to focus on what you do best, knowing we’re hard at work behind the scenes doing we what do best – researching asset markets, staying abreast of new legislation, and refining strategies to grow your wealth. It means you can concentrate on enjoying life today while we help you enjoy a better tomorrow.
Providing a service you can trust, we’re here to help.
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