Financial Planning and Retirement Strategies

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Financial advice makes a difference

We are proud to offer you the services of our financial planning referral partner, Apt Wealth Partners.

Apt is a national financial planning firm who are proud to deliver exceptional financial advice and personalised service.

The firm comprises over 30 experienced advisers and support staff who look after 3,000 families and over $1 billion in client funds.

Operating out of our office by appointment, our accounting team work very closely with Apt Wealth Partners to ensure the right outcome for you.

Many people are aware that they need professional financial advice but are unsure of where to start.

The challenge is to find a person you feel you can trust.  Apt Wealth Partners are our referral partner of choice in this area and they will provide you with advice in conjunction with our services that meets your needs.

  • Tax-effective investment strategies
  • Superannuation and Self-Managed Superannuation Funds
  • Personal and Business Insurance
  • Retirement planning
  • Government entitlements
  • Portfolio management and review
  • Direct equity investments
  • Salary packaging
  • Succession planning
  • Estate planning
  • Aged care and residential care

It is important to know what you own, understand your underlying investments and understand the risk of what you are doing ant that you are on the right track.  These are the key concepts that Apt can assist with.

Meeting your goals and objectives is the aim.

To make an appointment with Apt Wealth Partners please contact us or speak to us about this at our next meeting.

*Apt Wealth Partners holds an AFSL (436121) which has been issued by the Australian Securities and Investments Commission (ASIC).