Sue Morris

Apt Wealth Partners

Gold

13 Yrs Experience

Sydney, NSW 2000

About Sue
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My passion is to help my clients live life as they wish to, with peace of mind that their financial goals, needs and objectives are monitored along the way, to keep them on track.

I love to hear my clients' stories and welcome the opportunity to assist where I can.

I enjoy learning and work in a profession where there will always be more to learn, an opportunity I relish!

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Socially Responsible
Small Business Advice
Tax Strategies

5.00 August 2022

We have dealt with Sue for many years and have always found her to be professional, understanding and compassionate.

Thank you Sue for taking such great care of us! You are a rare find and we feel lucky to have you in our corner.

5.00 July 2022

Sue is and has always been an outstanding person for me to deal with in regard to my superannuation, etc. I cannot speak more highly of her.

4.75 July 2022

Sue is an extremely personable and compassionate person so all our dealings and communications were very pleasant.

She is well informed and was very patient when I didn't quite get it. She also always got back to me immediately.

I would highly recommend her to anyone.

5.00 May 2018

Sue assisted my wife and I to establish a new Death and Disability insurance policy and to review an older policy. In her dealings she was personable and professional and she took the time to clearly explain issues relating to our needs. I am confident that we received the best advice possible and we will definately be consulting Sue again in the future. I will have no hesitation in referring Sue to my friends, family and work colleagues.

5.00 April 2018

I am very happy with Susan Morris with the way she helped me with my super and allocated pension. She explained to me in full detail what I’m getting and I have full confidence that she is looking out for my best interest!