1. Promise
Apt Wealth Partners are the proactive financial partners you can rely on to look after your family’s future
Feature
Genuine long term partnerships
Feature
Transparent investment strategies
Feature
Proactive financial advice
Feature
Exceptional service
Proof Points
Initial in-depth discussions
to uncover your true needs
Focus on your goals/dreams
Will only form relationship
if we can truly add value
Longevity: there for your life journey
Like-minded/shared family values
Your best interests is our focus: treat
your money as if it’s our family’s
Get fulfilment from helping clients
Proof Points
Simple, easy to
understand investments
Direct equities based rather
than managed funds
Know what you own/hold,
have control, no black box
Direct equities service
— live not delayed
Education to familiarise
clients with their strategies
and ensure they are comfortable
Proof Points
1 or 2 face-to-face reviews each year
Regular updates (weekly share
updates email, quarterly statement
+ quarterly investment update and
newsletter, legislative update)
Research email if share
client holds is updated
Phone call contact for
corporate actions/trades
Client online
Proof Points
Brief others in the team
if on holidays/out of office
No mobile numbers
Work in teams of 2: someone
always answers the phone,
8/10 they will be able to help
SPA client relationship
really broad and strong
Emails/calls returned
same day without fail
Communication options: Skype,
mobile, SMS, email, paper
Benefit
Always have your best interest at heart
Benefit
Understand and feel in control
of your financial situation
Benefit
Constant monitoring and
communication about your finances
Benefit
Stress-free convenience
when you need something
Brand Values
Proactive
Partnership Straight-forward Competent
Value Proposition