“I’d highly recommend Apt Wealth to anyone who is trying to finance aged care. Having the backing of someone who knows what they are doing and is in your corner is invaluable at a difficult time for any family.”Diana · Aged-care financial planning
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In their words
Published client stories from Apt Wealth Partners
“We really didn’t know what to do and we were genuinely concerned about our future. In that first conversation, Andrew just took control, and we knew we were in good hands. We went from a state of panic to a state of comfort really quickly.”Matt · Retirement planning after a change to his defined benefit superannuation
“We not only felt that Apt Wealth was best suited to us, but we also really just liked Steve. There is a lot to think about in something like this and we were immediately comfortable with Steve and liked his demeanour, which is important.”Angela · Ongoing financial advice
“Steve has provided invaluable guidance on diversifying our portfolio over the years and is now helping us with purchasing a property and structuring the asset in the best way for our family.”John · Portfolio and property advice
“Apt Wealth had the expertise to look at the bigger picture and develop the right plan and balance of investments to achieve our goals.”David and Caroline · Long-term financial advice and retirement planning