We’re a family-owned business and specialise in creating financial strategies to empower you and your family to reach your goals at each stage of life, so you can live your best life now and into the future.
Our office is located in Melbourne.
We deliver our dynamic solutions to our valued clients nationally.
| After helping hundreds of families across Australia achieve their financial goals, we are passionate about making a positive impact on your life and helping you have peace of mind for the future. Working together will let you and your family be able to focus on the most important things in life. We will put you at ease and find solutions to common concerns, such as - what will happen to me and my family if I can't work or become unwell? How can I do more with my money now to not miss out on growth? Will I be able to afford the lifestyle I want when I retire? I am uncomfortable in my retirement; how can I improve my situation to enjoy life more? To help you reach your goals, we take the time to genuinely connect and truly understand what's important to you so we can focus on your future vision. We will work towards achieving this future together. To help deliver, we have partnered with Australia’s award winning family owned licensee, Lifespan, who are focused on supporting advisers to deliver quality outcomes for our clients.
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We help families of all shapes and sizes. Our office is based in Melbourne whilst also serving clients nationally.
Our solutions can help if:
| You're a working professional seeking to build and protect your wealth for the future. | You’re nearing retirement and want to maximise savings. | You’re retired and want a stress-free lifestyle, knowing your wealth is well-looked after. |
 | Kids Under CoverAs a father to four young children Alan sees the importance of protecting the childhoods of young people so that they have the security to learn and flourish. This is very dear to his heart. That is why AP4 Wealth has partnered with KUC to assist them further in making this possible. |
