Welcome to Aetas Partners
Independent advice
Collaborative approach
Saving you time
Services for you, your family and your business
Organising your financial affairs can be overwhelming, with various experts – financial planners, tax advisers, and will writers – often involved.
The process consumes valuable time, can be expensive, and may lead to conflicting advice. As a result, you might delay taking action or make decisions that fail to fully protect your financial future.
“We believe true prosperity goes beyond financial success”
Connecting Your Wealth & Wellbeing
We connect your wealth with your personal values and life goals, crafting a financial strategy that enhances both your security and overall wellbeing.
Our unique model brings together advisers from across the main disciplines, ensuring you have a team of specialists tailored to your specific needs
This holistic approach supports your aspirations, emotional wellbeing, and legacy, while promoting sustainable and responsible investing.
Our mission is to help you achieve a richer, more meaningful life by aligning your wealth with what truly matters to you.
For you & your family
Aetas Wealth & Estate Planning
Safeguarding and growing your wealth to ensure lasting financial well-being for you and the people who matter most in your life.
For your business
Aetas Business Services
Advisory services to help your company achieve its business goals efficiently and effectively.
Our approach
We founded Aetas Partners to simplify your financial journey
We know how challenging it can be to find the right advice tailored to your needs. That’s why we streamline the entire process, saving you time and ensuring you achieve the best possible financial outcomes.
With a dedicated, family-focused team by your side, we coordinate all the specialist services you may require, guiding you through the complexities of financial planning for you and your family.
Learn more about the people behind Aetas Partners.
Helping you build your future
Based on our knowledge, insights and experience we’ve developed Lifetime Legacy Builder™.
This comprehensive process guides you through the key financial planning stages, expands your knowledge and understanding about the impact of your choices and allows you to choose the solution thats right for you.
STEP 1
Lifetime discovery
Explore what matters most to you and your loved ones
STEP 2
Building foundations
Create your proactive plan built on firm foundations
STEP 3
Living life well
Feel reassured and ready for whatever life may throw at you