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.
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 12
- First year providing advice 2015
- Years of experience 9
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Sentinel Wealth Management Pty Ltd
Level 24, 56 Pitt StreetSydney, NSW 2000
Licensed by
Sentinel Wealth Management Pty Ltd
AFSL 336426