Apt Wealth Partners Melbourne - Melbourne, Victoria

Dianne R.

Steve Toniazzo is a great advisor, knows the market, is very personable and easy to talk to. His advice is clear and backed up by logical reasoning and a wealth of finance sector knowledge. It is always an informative and interesting annual meeting with clear actions resulting. He is flexible in setting face to face appointments to fit in with our city visits and happy to give responsive advice and answer questions by email and phone, which is wonderful as we live out of town. I would highly recommend Steve.

The W.

We are a retired couple who have the pleasure of working with APT Wealth Partners (Matthew and Jakob) as our financial management consultants.
We can confidently say they are the best in the business. Their expertise and knowledge in financial planning and management truly makes our life easier, we enjoy such a sense of ongoing financial security which enables us to live a worry free and very comfortable retirement.
Recommended to us by relatives, from the very first meeting, Matthew and Jakob took the time to truly understand our financial goals and concerns. They were able to accurately assess our financial situation, explain their strategic approach to us, ever mindful of our newness to the financial advice world, and they then created a comprehensive plan that has enabled us to achieve our goals.
Throughout our time working together, Matthew and Jakob consistently surpass our expectations to provide us with personalised and actionable advice and we just know they have our best interests at heart and are dedicated to helping us to be worry free and safe and secure financially.
Our thanks to Matthew and Jakob for their expertise and guidance; we are organised, confident, and have a clear plan in place to maintain our financial independence and goals.
We heartily recommend Matthew and Jakob of APT Wealth Partners to anyone looking for top-notch financial management consultants.
You may have noticed we say working together rather than "we use APT ", for “together” is what our relationship really is.
Thank you for everything!

Lawrence O.

We have been incredibly impressed with our financial advisor, Frank. His professionalism is unmatched, consistently providing prompt responses to all our queries. Frank's mannerism, sincerity, and customer engagement make every interaction both pleasant and reassuring. He has a remarkable ability to listen, understand, and offer the best advice to achieve our financial needs and goals.
Frank's sound knowledge and reliability have given us complete confidence in his approach. He has a unique talent for making us feel comfortable and secure with him managing our financial situation. We highly recommend Frank to anyone seeking a trustworthy and proficient financial advisor. Thank you, Frank, for your exceptional service!
Sharon and Lawrence

Leigh O.

We have been working with APT Wealth Partners for many years and the service and expertise they continue to provide to their clients is second to none. Miguel and John's years of experience in delivering life insurance advice sets them apart. Enabling them to understand the unique needs of each client and provide solutions that are tailored to deliver maximum value with quality service.

Sophie M.

We met with Lisa Haley at Apt Wealth recently and found the initial meeting thorough, engaging and informative with a clear set of action items to work towards our goals. I would highly recommend Lisa and the Apt wealth team looking to take steps towards a secure future.

Don G.

A knowledgeable and professional financial services practice. I have dealt with Apt for many years and they continuously deliver as a partner and for their clients. John and Miguel at Apt Wealth Partners provide exceptional service and are always there to assist.

Andrew S.

APT Wealth Partners have been invaluable. John Versace has helped us understand our situation and given us timely and informative advice. He's also able to use his extensive network to connect us to other professionals when our needs fell outside his area of expertise.

Overall we're very happy with the service that John and APT provide. I'd thoroughly recommend APT.

Richard R.

John Versace and his team are outstanding performers. Whilst most portfolios have flailed recently, mine has grown, thanks to John's expertise. He is highly professional and highly responsive. His attitude is always one of 'can do' and his team is also a delight to deal with. I highly recommend Apt Wealth for your financial services needs.