MenuApt Wealth Partners Pty Ltd
About Us
Apt Wealth Partners is a privately-owned and award-winning national financial planning firm with offices in Sydney, Melbourne and Geelong. Our experienced financial planners work closely with our in-house Investment Team to manage over $3bn in funds for Australian families.
Underpinned by our investment philosophy, we’ve been helping Australians live their best lives for over 30 years. And while much has changed in that time, one thing remains the same – our unwavering commitment to delivering outcomes for our clients through:
Financial planning
Retirement planning
Estate planning
Superannuation and investments
Wealth protection
Specialist expat financial planning
Bespoke private capital services
Home loans and property financial planning
Aged care financial planning
Inheritance, divorce and redundancy financial planning
Apt Wealth Partners is a firm with a purpose, driving client results while playing a part in supporting the people and communities around us.
Our Team
