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There is no denying that our world has changed over the past 18+ months and many of these changes are likely to be enduring. The COVID-19 pandemic has touched almost every aspect of our lives, from how we work and socialise to our core values. For many, how we think and plan for retirement has […]

Moving between the US and Australia is a well-worn path for expats on both sides. Whichever way you’ve made the move, you’ve done so to enjoy a new lifestyle, so it’s important to make sure you’re living it. From investment tax traps to currency fluctuations, there are many pitfalls when it comes to your finances, […]

From investment tax traps to currency fluctuations, expats have many pitfalls to navigate when it comes to their finances. The expert Expat Financial Planners at Apt Wealth Partners can help you get and stay on track with your life and financial goals, wherever life takes you. Whether you’ve recently relocated, lived overseas for some time […]

Our Melbourne-based financial planners can partner with you to build a road map to your financial and life goals.   Your Apt Financial Planner starts by understanding you to create your unique plan that can include:    

Miguel has worked in the financial services industry for over 12 years specialising in personal insurance. He has recently joined Apt Wealth, from a major bank, where he gained experience in all aspects of financial planning. Miguel holds a Graduate Diploma of Financial Planning and is also a member with the Financial Planning Association of […]

Chelsea has over 5 years of experience in the Financial Planning industry and is dedicated to utilising her knowledge and skills to develop professional financial advice documents. She holds the qualifications of Master of Financial Planning, Master of Mass Communication and Bachelor of Economics.

Worrying about money and financial decisions is something that affects every family, regardless of financial position or socio-economic status. And it can be stressful; the decisions we make today will impact us long-term and making them without a plan is a little like deciding how you will get to a destination without knowing where you […]

There is often a misconception that financial planning is most useful for those nearing retirement or for people who have significant assets, but this couldn’t be further from the truth. In fact, many studies show that those who start planning for their future earlier in life achieve better financial outcomes. For most of us, our […]

There is often a misconception that financial planning is most useful for those nearing retirement or people who have assets, but the reality couldn’t be more different.  In fact, studies show that those who start planning for the future earlier in life achieve better outcomes in both the short and long term. In your 30s, […]

In your 40s, you are more likely to have more debt and financial responsibility than at any other point in your life and it can be busy as a result. Your career is likely to be in full swing and you may have a hectic family life.  The right financial plans can help you navigate […]