Case Study: Apt Wealth Partners adds value for clients with OFX

Apt Wealth Partners saves $20,000-$30,000 on a £900,000 transfer with OFX

Apt Wealth Partners, a financial advisory firm, needed a secure and cost-effective foreign exchange solution for their clients transferring large sums of money internationally. Their clients were concerned about security, transparency of fees, and the complexity of the process. To address this, Apt Wealth Partners partnered with OFX for its international money transfer services.

By implementing OFX's services, clients benefited from a straightforward process, competitive exchange rates, and direct specialist support. The partnership provided significant cost savings, with one transfer of £900,000 saving between $20,000 and $30,000 AUD compared to a major bank. OFX delivered the security, transparency, and ease of use that both Apt Wealth Partners and their clients required, strengthening the firm's overall client service offering.

Apt Wealth Partners