Work Life Balance and Success
At Apt Wealth Partners we support and advise our clients on choosing the right strategies to help them achieve their goals. With expertise across investments, direct equities, cash flow management, superannuation, pension strategies including Centrelink entitlements and retirement planning. We work with you to ensure a coherent strategy is in place and then reviewed for the inevitable changes over time.
We are a national financial planning firm who are proud to deliver exceptional financial advice and personalised service. Our firm comprises over 30 financial advisers and support staff who look after 3000 families and over $1 billion in client portfolios. Our team is dedicated to providing informed and comprehensive advice.
Suzanne is a compassionate and intelligent adviser - a very rare mix. She has taken the time to understand my unique position and has offered a range of investment channels that best suits my current position and what I am aiming for in the future. Suzanne has a great team supporting her and I am confident in the services they provide. I highly recommend Suzanne.
A friend recommended Suzanne to me when I was unexpectedly made redundant from an area where I had been working in for some 20 years. I found her to be very patient with me, as I am not a person that financial management and investment processes come to easily. I very much appreciate her knowledge and understanding of finance, management of funds, etc. and I believe that I would not be doing so well in the current financial climate without her skills. Her advice is clear and precise and her attention to detail very reassuring. I have had absolutely no hesitation in referring her skills and services to friends who have needed similar assistance to me. I highly recommend Suzanne services and I am very happy with the team who support her at Apt Wealth Partners.
Suzanne provided reassurance, advice and assistance that helped me achieve my financial goals. She is responsive, accessible and reliable. Suzanne and her team work seamlessly to deliver their services.
I have always found Suzanne to be very competent and helpful in handling my finances and needs. She is very approachable, easy to talk to and is always available to answer questions or queries. Suzanne takes an interest in my personal life as it applies to my financial requirements and I feel that we have a great rapport with each other. I have had no hesitation in recommending her to others.
Suzanne has been an amazing financial adviser ever since our first initial meeting. Her genuine warmth, impressive experience and excellent judgement comes across in every interaction I have with her, and she is able to patiently explain complex topics in a way that makes you feel included and valued. She has been able to help with me setting short, medium and long-term financial goals that gives me comfort that I'm heading in the right direction. From property purchasing to budgeting and borrowing to invest, Suzanne's advice and ability to explain financial modelling in layperson's terms makes her a wonderful adviser. I've personally referred her to many friends and colleagues and they all rave about her too. I can see the other reviewers on this site all think the same!
- Adviser status Gold
- Number of reviews 12
- First year providing advice 2015
- Years of experience 9
- Certified Financial Planner (CFP)
Sentinel Wealth Management Pty LtdLevel 24, 56 Pitt Street
Sydney, NSW 2000
Sentinel Wealth Management Pty Ltd