Our vision is to be the most trusted professional adviser for Australian families creating and preserving significant wealth.
Why choose APW Partners?
We help you enhance the quality of your life by creating and implementing personal wealth strategies that meet your unique goals and aspirations. Our clients choose to work with us because we help them gain...
A clear understanding of the options and choices available to them to achieve the best possible solution.
A strong belief that they are making the best decisions possible that are in their long term best interest.
An assurance that they will be able to live their life with the knowledge that they are in good hands.
What we do
We keep an eye on the big picture, while taking care of the details.
We help to make smart decisions on what matters most to you. Our strategic planning services are tailored specifically to your unique goals and aspirations. FIND OUT MORE
We take the responsibility of handling your money seriously. Everything we do is based on evidence, not opinions or speculation. FIND OUT MORE
Do you know what you're paying? Do you know what you're getting for it? We make sure you haven't missed any opportunities in your financial plan. Knowledge is the key to success. FIND OUT MORE
We consider it a great privilege to be able to help families develop their own philanthropic plan in structured and strategic way. FIND OUT MORE
How we work with you
We aspire for life-long and meaningful relationships with our clients. That's why we invest the time upfront to make sure we get foundations right.
We don’t give a ‘one size fits all’ solution. Our process beings with learning about you. We help you refine and define your goals and objectives to ensure that the strategic plan is tailored uniquely for you.
Strategy and investment analysis
There’s a whole universe of investment options and strategies out there to choose from. It can get overwhelming for anyone! Let us do all the hard yards, and we'll provide you with the clarity you need to make smart decisions.
Advice and implementation
A strategic plan is only as good as its execution. In this step, we work together with your external professional advisers (e.g. accountants/lawyers) to provide targeted advice on your unique circumstances. We will then facilitate the implementation of the strategic plan to ensure that it is well and truly in place.
Life is not static, and therefore it doesn’t make any sense for a strategic plan to be either, therefore we will work with you to regularly review where you’re at in life and make changes to the strategic plan accordingly.
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Estate planning – getting it right
This final part of a three-part discussion on estate planning looks at the management of trusts and companies. Michael Jones and Greg Keady examine the tax consequences of transferring assets…Read More
Hayne Final Report – What does it mean for Clients of APW Partners?
The Hayne Report was finally released on 1 February 2019 following a lengthy period of public hearings conducted around Australia throughout 2018. The Royal Commission which included an investigation into…Read More
Why Chasing Recent Winners Reduces Your Expected Return
How many investors will choose to invest in a stock, fund manager or asset class (e.g. fixed interest, property or shares) based solely on its recent performance over perhaps the…Read More