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Apt Wealth Partners Pty Ltd
Apt Wealth Partners Pty Ltd

Apt Wealth Partners Pty Ltd

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Overview

Apt Wealth Partners Pty Ltd

total Reviews

52

Total Advisers

21

Average Customer Rating

99%

Percentage of Positive Reviews

100%
Introduction

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

 

Our firm comprises over 35 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.

 

Apt Wealth Partners Pty Ltd

Apt Wealth will look after you

Licensed Companies:

 

Apt Wealth Partners
Apt Wealth Partners

Latest Customer ReviewsSee all

Timothy Conde

Tim Conde

Adv Rating 84% Cust Rating 100% Reviews 2

"Management and advice in relation to changing personal and fiancial requirements, before and after retirement, has been very professionaly handled on a personal level. "

Douglas, 65+ 22 Nov 2017

Robert Greig

Robert Greig

Adv Rating 80% Cust Rating 99% Reviews 5

"Rob has a great understanding of all things insurance and super and does a great job translating information in a way that is easy to understand."

Harry, Under 35 26 Oct 2017

Robert Greig

Robert Greig

Adv Rating 80% Cust Rating 99% Reviews 5

"Robert is a fantastic financial adviser. He understands my financial needs and makes excellent, personal recommendations. I would be happy to recommend him to anyone seeking a financial adviser. "

Charlotte , Under 35 26 Oct 2017

Licensee's top rated advisers

David Maddock
Apt Wealth Partners

1 David Maddock Apt Wealth Partners

Adv Rating 100% Cust Rating 100% Reviews 17
Andrew Dunbar
Apt Wealth Partners

2 Andrew Dunbar Apt Wealth Partners

Adv Rating 97% Cust Rating 100% Reviews 13
John Versace
Apt Wealth Partners

3 John Versace Apt Wealth Partners

Adv Rating 87% Cust Rating 97% Reviews 8
Elaine Preobrajensky
Apt Wealth Partners

4 Laine Preobrajensky Apt Wealth Partners

Adv Rating 84% Cust Rating 100% Reviews 3
Robert Greig
Apt Wealth Partners

5 Robert Greig Apt Wealth Partners

Adv Rating 80% Cust Rating 99% Reviews 5