Financial advisory firm Apt Wealth Partners has merged with Melbourne-based Unified Financial Services.
The financial terms of the deal were not disclosed.
This merger is part of Apt Wealth Partners’ plans to grow and build a financial advice firm that it is “future fit to focus on helping its clients navigate the financial journey”.
With over 30 years of experience, Apt Wealth Partners has offices in Sydney, Melbourne and Geelong, and currently manages over A$2bn (£1.1bn, $1.5bn, €1.23bn) in client funds.
The merger will see James McGregor continue as Apt Wealth Partners managing director, with all Unified Financial Services staff, including head of the firm Michelle Tate-Lovery, joining its Melbourne office.
McGregor said: “Unified Financial Services is a well-regarded advisory firm. Michelle and her team share our approach to financial life planning, helping clients to live for today while planning for tomorrow.
“We believe our team is our greatest asset, and the Unified Financial Services group only further strengthens this. Together, our years of experience and dedication to providing tailored and holistic financial solutions to our clients means we always provide the highest level of advice and support.”
