Apt Wealth Partners is a national financial advisory firm, with offices in Sydney, Melbourne and Geelong. With over 30 years of experience, Apt Wealth Partners manages over $2 billion in client funds and offers a range of services including Superannuation and Investment, Self Managed Super Funds, Expat Advice, Wealth Protection, Estate Planning, Aged Care and Home Loans.Financial security is something that every Australian strives to achieve. It has a considerable impact on your quality of life, both now and into the future.We know that financial planning can seem complex and time consuming. At Apt Wealth Partners, our focus is on helping you navigate the financial journey, ensuring that you can still live for today while keeping an eye on tomorrow.Our team are dedicated to providing you the right advice and support. In fact, we see our team as our greatest asset with years of combined experience in providing tailored financial solutions.Your individual needs are at the core of what we do. We've helped thousands of families achieve the financial future they wanted. That experience has allowed us to build a philosophy and process to maximise your investments to ensure you lead the lifestyle you set out to achieve.

Website: aptwealth.com.au

Employees: 50 - 99

HQ:

Location: Sydney, NSW, AU

Revenue: 5 - 10 Million

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Apt Wealth Partners is a leading financial advisory firm in Australia, with offices in Sydney, Melbourne, and Geelong. With over 30 years of experience, the company manages over $2 billion in client funds and offers a range of services, including Superannuation and Investment, Self Managed Super Funds, Expat Advice, Wealth Protection, Estate Planning, Aged Care, and Home Loans. The company's focus is on helping clients navigate the financial journey, ensuring they can live for today while keeping an eye on tomorrow. Their team of dedicated professionals, with years of combined experience, provide tailored financial solutions to meet individual needs. Apt Wealth Partners has helped thousands of families achieve their desired financial future, and their philosophy and process are designed to maximize investments and ensure clients can lead the lifestyle they want. As a national financial advisory firm, Apt Wealth Partners is committed to providing the right advice and support to their clients. Their Managing Director, James CFP, leads a team of experienced financial advisors who are dedicated to helping clients achieve their financial goals. With a strong reputation in the industry and a client-focused approach, Apt Wealth Partners is the ideal partner for anyone seeking financial security and peace of mind.

Apt Wealth Partners is a financial advisory company that helps people manage their money. They have offices in Sydney, Melbourne, and Geelong. They have been doing this for over 30 years and manage over $2 billion in client funds. They offer many services, such as superannuation, investments, advice for people moving to Australia, wealth protection, estate planning, aged care, and home loans. Financial security is important for everyone, and Apt Wealth Partners wants to help people achieve it. They know that financial planning can be complicated and time-consuming, so they aim to make it easier for their clients. They have a team of experienced advisors who work with clients to understand their individual needs and provide personalized advice and support. Apt Wealth Partners has helped many families achieve their financial goals and has developed a process to maximize investments and help clients live the lifestyle they want. They put their clients' needs first and aim to provide the best advice and support possible.