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Apt Wealth Partners
James CFP's Company Details
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.