Our Story

 
Aegean Wealth Partners is a privately owned Financial Planning and Advisory firm 

We are a unique financial services firm which has been providing professional financial advice to personal and business clients. We pride ourselves as a hard working team dedicated to ensuring our clients achieve their personal and/or business goals. 

 

Paul Antos is the founder and principal of Aegean Wealth Partners. Having been involved in the financial services industry for over 20 years as a fully qualified Financial Adviser having achieved "Quality Advice Accreditations".

 

Paul also holds a separate Credit (Mortgage) Adviser Licence (via Aegean Finance Partners).

Paul is a specialist adviser in the areas of Self Managed Superannuation and Business/Personal Succession Planning. We are also members of the Financial Planning Association (FPA) and the Mortgage & Finance Association of Australia (MFAA).Through these Professional bodies we keep up to date with regulatory changes, industry education and important news. We also undertake regular training to stay abreast of vital information needed to ensure our advice is always sound.

We as a firm work closely with a number of accounting, legal and property professionals to compliment our business and we encourage our clients to utilise these links.

 

 

Why Aegean Wealth Partners? 

With over 20 years experience working together with individual  and corporate clients, we understand the importance of realising that your lifestyle goals are best achieved through a long term partnering process. As your partner we work with you to assist in achieving your life goals. Importantly, throughout the planning process we keep you involved, informed and in control. Solutions to your needs are delivered via a structured and disciplined planning process that addresses:

  •      Your lifestyle requirements
  •       Financial outcomes required to deliver this lifestyle
  •       Agreed regular review of your progress toward achieving your goals
  •       An ongoing service program tailored to your needs

Aegean Wealth Partners operate as a Fee For Service firm and decline to take any commissions on any investment products recommended. All fees are tailored to each individual client needs and are disclosed upfront prior to client engagement. 

 

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