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Apt Wealth Partners

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Apt Wealth Partners

No matter where you are on your journey towards wealth creation and financial security, your Apt advisor be right there with you at every stage.

01/09/2026

Most investors expect an investment to behave like a listed portfolio, generating visible returns from day one.

Private equity doesn't work that way.

Committing capital is not the same as investing it. In the early years of a fund, the manager is still calling capital and buying businesses while fees are already being charged. That's why returns often dip before they climb.

Our latest blog explains the private equity fund lifecycle, from capital calls and vintage years through to value creation, exits and where the newer evergreen structures fit.

Read more – link in bio.

28/08/2026

Apt Wealth Partners' Weekly Market Recap - here are some highlights of the week and what to expect for the week ahead:

• A national cabinet meeting was held with new agreements reached on artificial intelligence, fi****ms reform, and more.

• The Australian headline inflation rate eased from 3.8% in June to 3.5% in July. Trimmed mean inflation rate held steady at 3.6%.

https://aptwealth.com.au/wp-content/uploads/2026/08/Apt-Weekly-Recap-20260828.pdf

27/08/2026

Knowing your adviser is always acting in your best interests shouldn't be something you have to wonder about. Thank you, Laura, for your kind words about our team and the guidance you've received along the way.

At Apt Wealth Partners, being employee-owned and self-licensed means there are no competing incentives sitting behind our advice. Just a team focused on your goals, your family and the life you're building.

25/08/2026

Most of us give generously. Far fewer of us know whether it's working.

That gap between generous giving and purposeful giving is usually a structure problem, not a generosity one. Once you're clear on what you want your giving to achieve, the right vehicle, the right governance and the right timing can turn good intentions into lasting impact.

Our latest article looks at how to give with purpose: defining what matters, choosing between structures like PAFs and sub-funds, and bringing the next generation into the conversation.

Visit our link in bio to read the full blog.

21/08/2026

Apt Wealth Partners' Weekly Market Recap - here are some highlights of the week and what to expect for the week ahead:

• The Australian unemployment rate edged 0.1% higher to 4.5% in July.

• The NSW Government announced new data centre policies to fast-track approvals for those that commit to the framework principles.

https://aptwealth.com.au/wp-content/uploads/2026/08/Apt-Weekly-Recap-20260821.pdf

20/08/2026

Meet Sarah Gonzales, Chief Investment Officer and Partner at Apt.

Sarah brings over 15 years' experience in investment research across a wide range of asset classes, alongside deep expertise in portfolio construction.

She is responsible for the portfolio construction solutions our advisers draw on for their clients, and she manages the Apt Wealth Partners Model Portfolios and Separately Managed Accounts.

Sarah holds a Bachelor of Applied Finance with a Bachelor of Commerce (Accounting) and a Masters of Applied Finance from Macquarie University.

19/08/2026

⏰ Just a reminder: our webinar 'Women & Wealth: Building Financial Confidence' is on next Tuesday.

Women's financial journeys are rarely straightforward. Career breaks, time out for caring, the gender pay gap and a longer life expectancy add up to one reality: women often retire with far less super than men. The good news? Small, consistent steps can make a life-changing difference. Join Senior Financial Advisers Michelle Heffernan and Emily Lanciana from Apt Wealth Partners for a practical session to help women take control of their finances with confidence. They will unpack the super gap and what you can do about it, from catch-up contributions and spouse strategies to the common mistakes to avoid. You do not need to be an expert to start. You just need to start. Can't join live? Register anyway and we'll send you the recording.

📅 25 August 2026 | 🕛 12:00pm
🎙️ Michelle Heffernan & Emily Lanciana

Register now – link in bio.

18/08/2026

Since the budget, the calls coming in have all had the same panicked edge.

'Do I sell up? Do I move to Singapore? Should I be doing something drastic?'

Dermot Reiter, Senior Financial Adviser at Apt Wealth Partners, cut through the panic on The Considered Move podcast.

Listen to Dermot unpack what the proposed changes to capital gains tax really mean for anyone weighing a sale, and why the fundamentals of good financial planning matter more now than ever.

General advice warning:

The information provided in this video does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice.

14/08/2026

Apt Wealth Partners' Weekly Market Recap - here are some highlights of the week and what to expect for the week ahead:

• Gold prices returned to a two-month high on easing rate hike expectations and central bank purchasing.

• The Reserve Bank of Australia (RBA) maintained the cash rate at 4.35%.

https://aptwealth.com.au/wp-content/uploads/2026/08/Apt-Weekly-Recap-20260814-002.pdf

12/08/2026

Splitting your time between the US and Australia is entirely achievable. What makes it complex is that you are dealing with two financial systems that were never designed to work together.

The problems we see come from sound decisions made in isolation. An accountant who understands US tax but not your Australian position. A will prepared without knowing another one exists overseas.

There is a lot to consider. Tax residency, where you hold your wealth, whether your estate documents contradict each other and whether your insurances still cover you overseas.

We cover each of these in our latest blog: Financial considerations when splitting your time between the US and Australia.

Click the link in bio to read more.

Address

Level 8, 360 Collins Street
Melbourne, VIC
3000

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm
Saturday	9am - 5pm
Sunday	9am - 5pm

Website

https://aptwealth.com.au/, https://linktr.ee/AptWealth

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