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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 […]

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 […]

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, […]

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 […]

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.

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.

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 […]

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 […]

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. […]