Accounting, Finance & Insurance

Apt Wealth Partners

24 Moorabool Street Geelong 3220 VIC
Apt Wealth Partners in Geelong are part of a national financial planning firm who pride ourselves on delivering exceptional financial advice and personalised service. Our firm comprises over 30 experienced advisers and support staff who look after 3,000 families and over $1 billion in client funds. Our people are our greatest asset. With years of combined experience, our planners and support staff are intent on providing informed and comprehensive guidance. Your finances are in good hands. Our Services: Investing in your financial future means choosing the right strategy. Apt Wealth Partners offer a wide range of services including: Centrelink entitlements Direct equities Estate planning Life insurance (life, TPD, trauma, income protection, business expense) Ongoing portfolio review Retirement planning Self managed super funds (SMSFs) Superannuation strategies Tax-effective investment strategies Ongoing Assistance For most clients, the need for advice does not come to an end once investments have been made. Legislation, personal circumstances and economic turbulence can impact investment portfolios. At Apt Wealth Partners, we pride ourselves on building long-term relationships with our clients. As part of this service, clients who choose our ongoing portfolio review service will receive regular portfolio evaluations and strategy adjustments. Informed Advice As well as receiving expert advice from your financial planner, you'll also have the support of our team of research analysts. Our full-time analysts are dedicated to providing insight on your investments. Gain access to a range of leading Australian and international fund managers, as well as listed investments.