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Financial Planning Test

A financial plan is about more than just numbers; it’s about setting you on a course to achieve your life goals – whatever they may be. And success looks different for everyone. That’s why your Apt Adviser works closely with you to understand what’s important in your life and build a plan that is as […]

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Blog Article

Returning to Australia with a US Green Card

For many Australians who are or want to live and work in the US, obtaining a Green Card is the ultimate goal. And it can certainly make life easier while you are living stateside. However, if you intend to return to Australia, there are some additional considerations. Ongoing US tax requirements As a US Lawful […]

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How to plan your finances in your 60s and beyond

In your early 60s, retirement is likely within reach and it’s time to be thinking about it at a microlevel. Planning for retirement should focus on planning your finances for life outside the workforce and ensuring you have a viable income stream. Another area that is important to consider is the emotional transition to retirement, […]

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Blog Article

Common Australian financial strategies that can complicate US taxes

You may hear your Australian friends talking about their financial strategies and wonder if you should be considering doing the same. However, if you are a US taxpayer living in Australia or an Australian living in the US, it’s an area where you need to tread carefully. Many financial strategies that work from an Australian […]

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Our People

Rider Antwi

Rider assists Robert Greig with the implementation and ongoing administration of his client’s portfolios. Rider is currently completing a Bachelor of Commerce with majors in Applied Finance and Accounting. Prior to joining Apt Wealth Partners, Rider had over three years of experience in administrative assistance and one year of experience in the financial services industry.

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Our People

Bryce Woollard

Bryce assists the Melbourne adviser team with the implementation and ongoing administration of their client portfolios. Bryce has recently completed a Bachelor of Commerce with a major in Finance. Prior to joining Apt Wealth Partners, Bryce spent time working in fast-paced environments, learning to manage a wide range of projects at one time.

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Blog Article

Ask an Adviser: What could the change in government mean for investors?

With Labor expected to form a majority government following Saturday’s election results, many Australians are wondering what the change in government could mean for investment markets. We asked Sarah Gonzales, Apt’s Chief Investment Officer, to share her thoughts. Sarah Gonzales:  The change in government is not expected to have a significant or long-term impact on […]

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Ask an Adviser: Should I fix my home loan rate?

With the Reserve Bank of Australia increasing interest rates in May 2022 for the first time in a decade, many mortgage holders are considering whether to move to a fixed rate. We asked Apt Wealth Home Loans Mortgage Broker Matthew Baker to weigh in. Matthew Baker: With the interest rate rise this month, a number […]

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Blog Article

How to plan your finances in your 50s

In your 50s, you’ll often experience significant shifts in your lifestyle, goals and values. While your career may remain important, as your life changes, you’ll likely be thinking about what’s next. You might be preparing for life in an empty nest and starting to shift the focus back to being on yourself and your lifestyle. […]

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