Apt Wealth Partners has expanded its range of services with the introduction of its own legal services offering to meet clients’ evolving needs.
The financial advice business – which has offices in Sydney, Northern Beaches, Melbourne and Geelong – said its new legal services division integrates legal expertise with wealth management to create a comprehensive advice offering.
The service will enable new and current clients to access a range of legal services, such as estate planning, property law and conveyancing, family law, business and leasing, commercial law, employment law, migration law, and litigation and dispute resolution.
Off the back of the new launch, Andrew Dunbar, director at Apt Wealth, remarked: “Our mission has always been to empower our clients to achieve their financial and personal goals.
“The introduction of Apt Wealth Legal Services is a natural extension of this mission, ensuring our clients have access to trusted legal advice that complements and enhances our financial planning and wealth management services. With these services under one roof, we create collaborative solutions that deliver the best possible outcomes.”
Ahead of the incoming $3.5 trillion intergenerational wealth transfer in Australia, Dunbar underscored the importance of estate planning as well as legal and financial professionals working hand in hand.
“This expansion is designed to help Australians live their best lives for generations to come,” the director continued.
Erin Varker, senior solicitor at Apt Wealth Legal Services, also commented: “Integrating legal advice with financial planning ensures our clients can build trusted relationships with professionals who work closely together, create a collaborative plan and see that vision come to life, avoiding costly mistakes.”
Apt Wealth Partners’ holistic suite of services includes retirement planning, superannuation and investments, self-managed super funds, ethical investing, insurance, aged care and estate planning, and succession planning.
According to research from Viridian Advisory last November, 79 per cent of advisers said access to specialists is crucial for providing quality and holistic advice in areas including tax, estate planning and aged care.
Meanwhile, 72 per cent of advisers are frequently collaborating with other specialists when constructing financial strategies for clients, reflecting the advice industry’s growing reliance on external expertise to address a wider range of financial needs.
Particularly for high-net-worth investors, advisers can act as a “connector” between various specialists and offer expertise on matters involving from portfolio construction to succession planning.
“Clients face increasingly complex financial challenges, from tax and estate planning to navigating divorce and aged care,” said Brett Arnol, co-founder and general manager of advice at Viridian.
“No single adviser can be an expert in all these areas, which is why having a network of specialists is essential. It’s about making sure clients get the right advice from the right people, tailored to their unique situation, and no single adviser can deliver that alone.”
