A comprehensive approach

A comprehensive approach to your financial affairs

Financial Advocacy

At Aetas, we’ve built something special—a network of highly experienced professionals working across key disciplines, creating a seamless, multi-service approach to your lifetime and succession planning. Think of it as the personalised care of a family office, but without the financial barriers that typically come with one.

Our team brings together experts in:

  • Financial Planning: Cash flow modelling and wealth management to help you plan and grow your assets.
  • Professional Services: Tax, legal, and financial specialists who ensure you receive the most informed, up-to-date advice.
  • Lifestyle Services: Equity release and long-term care planning to protect your future as your needs evolve.

Integrated planning for your family’s future

This combination of expertise allows us to offer a powerful, holistic solution for you and your family. We don’t just offer advice; we create a comprehensive lifetime and succession plan that works for you. Our approach:

  • Identifies your objectives over the short, medium, and long term.
  • Delivers tailored recommendations and connects you with the right professionals.
  • Maximises your tax efficiency both during your lifetime and when transferring wealth to the next generation.
Your Family

A journey starts with a first step

Mother, young daughter and pet dog on the move with mortgage services from Aetas Partners

We understand that your circumstances change over time. That’s why Aetas is with you on your financial journey, ensuring your plan remains flexible, adaptable, and most imprtantly, always aligned with your evolving needs.

With us, you can trust that every detail of your financial future is taken care of, so you’re free to focus on what matters most.

No matter where you are now, every journey starts with a first step—why not take yours today?

Our vision

We founded Aetas Partners to bridge the advice gap and integrate professional services, offering a 360° holistic approach to an individual’s wealth and well-being, empowering individuals, families, and businesses to achieve their long-term aspirations with expert, personalised guidance.

 

Our values

A family

Financial empowerment

  • improve your financial wellbeing
  • increase your financial knowledge
  • help you achieve your goals
Mortgage professional woman helping a young man to arrange a mortgage with Aetas Partners

Collaboration

  • open and transparent
  • encourage knowledge sharing 
  • creating strong partnerships
couple sat in chairs in front of forest

Partnership

  • achieving goals together
  • valuing diverse perspectives
  • growing together 

Take your first step

1. Let's chat

Exploring what matters most for you and your family

2. We'll listen

Putting firm foundations in place for your family

3. Expert guidance

Feel reassured and ready for whatever life may throw at you and your family

Schedule a call
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