Clarity
Confidence
Control

Helping Australian families create and preserve wealth.

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Why choose APW Partners?

We help you 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...

Clarity

A clear understanding of the options and choices available to them to achieve the best possible solutions.

Confidence

A strong belief that decisions are always evidence-based and in their long term best interest.

Control

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.

Strategic planning

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

Investing

We take the responsibility of handling your money seriously. Everything we do is supported by long term academic evidence, not opinions or short term speculation. FIND OUT MORE

Benchmarking

Do you know the costs incurred by your investments? Benchmark your investment performance to seek peace of mind that you are on the right track. Knowledge is the key to success. FIND OUT MORE

Charitable Giving

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

Latest insights

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Quarterly Market Update 30 September 2024

Quarterly Market Update 30 September 2024

Insights / September 2024 September to Remember At the start of the September quarter there were widespread fears of recession as disappointing US economic data led to a sharp sell-off…

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Vacant Residential Land Tax (VRLT) – Will It Affect You?

Vacant Residential Land Tax (VRLT) – Will It Affect You?

Consider these three questions in the first instance: If you answered “yes” to all three, you might be liable for VRLT in addition to regular land tax. Here’s what you…

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End of Financial Year Market Review            August 2024

End of Financial Year Market Review August 2024

Insights / September 2024 Jeff Wain and Dr Steve Garth (External Investment Consultant) discuss key themes that influenced financial markets over the 12 months to 30 June 2024, including:

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