There are not many advisers who can offer the level of continuity Aptium Financial Services provides to clients, maintaining a relationship with Apogee Financial Planning (formerly Lend Lease Financial Planning) since 1999 before transitioning to Consultum Financial Advisers in 2021.
Many clients from that time remain with us to this day – a testament to the strength of our relationship and ongoing service provided to clients. Thanks to clients referring family and friends, we develop strong bonds and an intricate knowledge of the needs of each individual. Aptium Financial Services has clients from all around Australia.
Aptium Financial Services has chosen to partner with Consultum Financial Advisers to tap in to the resources of the IOOF group which is one of Australia's largest independent financial services companies. IOOF has been helping Australians secure their financial future since 1846. Since then, IOOF has grown substantially to become a leading provider of quality financial services in Australia and more recently the New Zealand market.
As an ASX top 100 company, with more than $152.6 billion in funds under management as at 31 March 2018, administration, advice and supervision, IOOF currently service more than 650,000 customers around Australia. Some of the benefits of our partnership with Consultum include: