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How to manage assets and currency transfer as an expat

Working with expats in many countries across the globe, we are frequently asked about the best way to manage transferring assets or large sums of money across borders. When and how you transfer your assets can have a significant impact on the financial outcome and transferring at the wrong time can severely erode your capital, […]

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How to get started with your post-COVID financial plan

Financial downturns, like the one caused by COVID-19, are often touted as “once-in-a-generation” events. But the reality is that they can and likely will happen multiple times during your lifetime, so it’s a good idea to get yourself in a position to weather financial storms now. Today I want to talk about some of the […]

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One easy way to come up with your 2020 business idea

Here is a guest blog from Income Connection, a partner of Apt Wealth.  What problems do people seek your advice about? Think about times when people have asked you for help. What was it about? Is there a common theme? At work you might be the ‘go-to’ for certain types of questions – where you […]

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Apt Wealth Partners has been shortlisted for the ifa Excellence Awards 2020.

Apt Wealth Partners has been named as a finalist in the ifa Excellence Awards for three categories: Self-Licensed Firm of the Year Industry Thought Leader of the Year Wellness Program/Initiative of the Year The ifa Excellence Awards showcases the industry’s most prestigious accolades recognising excellence across the entire independent financial services industry. The awards pinpoint […]

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Don’t have a will? Here are four reasons you need one.

When was the last time you thought about your will? Many of us think about wills when there is a birth, death or marriage in the family, but few of us think it at one of the most important times – when we start to accumulate significant assets. Whether it’s buying property, starting a business, […]

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How to actively manage your mortgage – and why you should.

How long ago did you take out your home loan?  Since then, how often have you talked to your lender or broker?  If you haven’t kept in touch, you are not alone. Many Australians take a set-and-forget approach to their home loans without realising it can be a costly mistake. The reality is that, from […]

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How to better manage your debt

The average Australian household holds $183,900 of debt, the second highest household debt-level in the world.  As we continue to face the economic impacts of COVID-19 and experience our first recession since 1991, it’s important that we are all thinking about how to manage debt. High levels of debt are linked to not only financial […]

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Why you shouldn’t take financial advice from friends, family or the internet

Whether it’s a family member, a colleague or a stranger on a Facebook group, ask for advice today and there are usually many people willing to give it. While it’s often well-meaning, rarely is it expert.  And that’s fine if you are asking for recommendations for local restaurants, but if it’s about something more serious […]

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How do I ensure my wealth will effectively transfer to my beneficiaries?

When we talk about financial goals and future planning with our clients, a common question or priority is about wealth transfer to beneficiaries. For many, it’s not only about ensuring that the transfer occurs efficiently, but also making sure that the money is managed effectively by those beneficiaries. You’ve spent considerable time and effort accumulating […]

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Apt Private Capital

We know that as wealth accumulates, so does the complexity of wealth management and wealth preservation. We work closely with you and your family to build, grow, and protect your wealth. And when you are ready, we will help you plan for its effective transfer to the next generation. Apt Private Capital has a long […]

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