Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
57
self-reported 51–200 band
Founded
2007
19 years
Legal entities
1
ABR
Office countries
1
4 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
Legal entity
1 brand → 1 confirmed entity
APT WEALTH PARTNERS PTY LTD
ABN49159583847
Legal entities
Show as table · Apt Wealth Partners: 1 registry entity
| APT WEALTH PARTNERS PTY LTD | ABN 49159583847 |
|---|---|
| Confirmed matches | 0 of 1 |
A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.
Description
Apt Wealth Partners is a national financial advisory firm, with offices in Sydney, Northern Beaches, Melbourne and Geelong. With over 30 years of experience, Apt Wealth Partners manages over $2 billion in client funds and offers a range of services including Superannuation and Investment, Self Managed Super Funds, Expat Advice, Wealth Protection, Estate Planning, Aged Care and Home Loans.
Financial security is something that every Australian strives to achieve. It has a considerable impact on your quality of life, both now and into the future.
We know that financial planning can seem complex and time consuming. At Apt Wealth Partners, our focus is on helping you navigate the financial journey, ensuring that you can still live for today while keeping an eye on tomorrow.
Our team are dedicated to providing you the right advice and support. In fact, we see our team as our greatest asset with years of combined experience in providing tailored financial solutions.
Your individual needs are at the core of what we do. We’ve helped thousands of families achieve the financial future they wanted. That experience has allowed us to build a philosophy and process to maximise your investments to ensure you lead the lifestyle you set out to achieve.
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|
All codes: AU
Addresses
- AU24 Moorabool Street; Geelong, VIC 3220
- AULevel 12; 8 Spring Street; Sydney, NSW 2000Primary
- AULevel 8; 360 Collins Street; Melbourne, VIC 3000
- AU(By Appointment Only) 90 Mona Vale Road; Suite 27 (Level 1); Warriewood, NSW 2102
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
4 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
Counts only. No names are stored here, and none are served.
FAQ
Which legal entity operates under Apt Wealth Partners?
One New South Wales entity on the ABR. APT WEALTH PARTNERS PTY LTD (ABN 49 159 583 847), high confidence.
How many people work at Apt Wealth Partners?
The record holds 57 counted staff profiles at January 2026, inside the self-reported 51–200 band.
Where does Apt Wealth Partners have offices?
Four addresses on record, Australia only. Primary: Level 12, 8 Spring Street, Sydney, NSW 2000.
Has Apt Wealth Partners raised funding?
None linked to this brand.
Which companies are listed alongside Apt Wealth Partners?
21 profiles list Apt Wealth Partners as a peer — 95th percentile in Financial Services. It lists ten peers of its own. Alteris Financial Group and Saward Dawson list it back.