“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
For Australians approaching retirement
Build a retirement plan around the life you want and the finances you have now
Apt Wealth Partners brings the relevant decisions about super, investments, income and your wider financial life into one tailored retirement plan.
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Privately owned and self-licensed · Almost 3,000 families managed · 1 billion in client funds
Apt Wealth Partners
Retirement decisions need a plan that accounts for the whole picture
Privately ownedSelf-licensedIn-house investment teamRetirement planning and financial advice
First conversationYour goals, your current financial situation and how Apt may be able to assist.
Proposed servicesApt explains the recommended services and associated fees before formal engagement.
Advice scopeRetirement goals, super, investments, income and other relevant life decisions.
Team supportApt's advisers are supported by an in-house investment team that provides research and market information.
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