Aptitude Winter 2024
By APT Admin | 09/10/2024
Apt Wealth Partners – Quarterly News
Latest Articles
Ask an Adviser: How much do I need to retire?
Andrew Dunbar
24/09/2024
How much do I need to retire? It’s one of the most frequently asked retirement questions, and for good reason. Each person’s answer is entirely unique. Here, we talk to…
Managing risk in intergenerational wealth transfer
Preston Foster
05/09/2024
By 2050, $3.5 trillion in wealth cultivated by the baby boomer generation will be passed on to their children and grandchildren. This has been labelled the ‘great wealth transfer’, and…
How to stay financially fit in retirement
Andrew Dunbar
03/09/2024
Retirement isn’t a finish line; it’s a new beginning – a phase of life where financial fitness is as critical as ever. So, it’s important that you consider not just…
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