Connecting your wealth & wellbeing

Independent advice

Collaborative approach

Saving you time

For you, your family and your business

It can be really confusing and frustrating to organise your financial affairs because so many experts can be involved – from financial planners to tax advisers and will writers.

The process takes up valuable time, can be costly and may sometimes result in conflicting advice. This means that you could end up doing nothing or making decisions that don’t adequately safeguard your financial future.

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Connecting Wealth & Wellbeing

At Aetas Partners, we believe true prosperity goes beyond financial success. Our unique model brings together advisers from across the main disciplines, ensuring you have a team of specialists tailored to your specific needs. We connect your wealth with your personal values and life goals, crafting a financial strategy that enhances both your security and overall wellbeing. Our 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.

Our approach

We created Aetas Partners to make life easier for you:

  • we understand it can be difficult to know who to turn to for the right advice that suits you best
  • this is why we’ll make the whole process easier, less time consuming and ultimately ensure that you achieve your best financial outcomes.
  • you’ll have a family-centric team who will manage all the specialist professional services you may need
  • and help you to successfully navigate the complexity of financial planning for you and your family

Discover more about the people behind Aetas Partners

Read Our Story
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For you & your family

Aetas Wealth & Estate Planning provides a comprehensive and expert approach to your financial well-being. Our approach is fully integrated with other professional advice services providing the elements for successful family wealth management

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Male business owner and female support staff working in the office

For your business

Aetas Business Service is a comprehensive approach to help your business achieve its corporate objectives efficiently. We provide the necessary guidance and support to help you navigate through business challenges and save time and resources

Get Started
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For your wealth

Aetas Private Office brings together a comprehensive package encompassing architecture, preservation, and tax planning to provide cohesive wealth management for entrepreneurs, affluent individuals, and their families

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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

Let's talk
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