Advisory firm Apt Wealth Partners acquires Semaphore Private

Apt Wealth Partners, a national financial advisory firm, is pleased to announce the acquisition of Semaphore Private, a Melbourne-based financial advisory firm. Combining under the Apt Wealth Partners brand, the acquisition will bring together the firms shared transparent investment methodologies and client-focus. 

“Semaphore Private is a well-regarded advisory firm and shares our personal approach to wealth management and our core belief of helping clients to live for today while planning for tomorrow,” said James McGregor, Managing Director, Apt Wealth Partners. 

With over 30 years' experience, Apt Wealth Partners has offices in Sydney, Melbourne and Geelong, and currently manages over $1.5 billion in client funds. The acquisition will see James McGregor continue as Apt Wealth Partners Managing Director, with Semaphore Private staff joining its Melbourne office. 

“We believe our team is our greatest asset, and the addition of Semaphore Private’s advisers only further strengthens this. Together, our years of experience and dedication to providing tailored financial solutions to our clients means we always provide the highest level of advice and support,” continued McGregor. 

Commenting on the acquisition, Andrew Peters, Managing Director, Semaphore Private, said, “We are excited to join the Apt Wealth Partners family. After both parties conducted significant research to ensure there was an alignment of attitude and client care, we believe our clients will benefit from joining the Apt Wealth team. Clients will continue to receive services from their current advisers, as well as access to a range of enhanced investment offerings and services provided by Apt Wealth Partners.”