Following on for our recent participation in the Melbourne Marathon, a number of our Sydney Apt team ran in last weekends City2Surf to again raise funds for Lungitude. Apt Wealth have been long term supporters of Lungitude, a not-for-profit organisation focused on facilitating world-class clinical and research endeavours, medical procedures, therapies, and support for pre and post […]

Lately, I’ve noticed increasing buzz around early retirement strategies and so I read with interest a recent article on a couple who retired in their early thirties. It’s part of a growing movement known as FIRE (Financial Independence, Retire Early), whereby people focus aggressively on savings, with lofty goals and a plan to retire significantly […]

If you are thinking about buying a property, you are no doubt aware that lending criteria has recently tightened. And while this has happened for many good reasons, it can make it a little tougher to secure finance. Getting rejected on a home loan application can have a negative effect on your credit rating and […]

The US has always been a popular destination for Australian expats. Whether it be for career opportunities, following a loved one, or in search of a change in lifestyle, thousands of Aussies have been packing up their belongings and moving to the land of opportunity.  In fact, the latest US census figures indicate that over […]

In today’s market, it can be difficult to get a foot on the property ladder. Buying with a family member or friend can seem like a perfect solution, and we have seen an increase in joint mortgages and even parents helping their children to buy over the last decade. But is it a good idea? […]

Apt Wealth Partners has been named as a finalist for Boutique Advice Firm of the Year in the ifa Excellence Awards 2019. Managing Director James McGregor said “We see this award as recognition of not just Apt, but the entire team that works with us. It’s a reward for our efforts to deliver for more […]

As everyone knows, it can be a whole lot easier to spend money than to save it. We all set goals in life, and often they involve our finances; buying a house, getting a new car, getting married, the list goes on. What many don’t realise is that it’s our behaviours around where we spend […]

There’s been plenty of noise lately around Facebook’s announcement that it’s entering the currency market with its newly branded Facebook Libra offering. It’s a move by Facebook to create an electronic wallet offering. While the commentary varies in it’s opinion on whether Facebook will be successful in this endeavour, it has started an interesting conversation […]

It’s a lament we have all had at one time or another: I wish I had more time for the good things in life. With the pace of life today and the competing demands on our time, it can feel like we are missing out on quality time with our loved ones. So it’s no […]

The rise of the micro-investment model, often referred to as Acorns after one of the early-to- market products in the space, has been swift. If you haven’t heard of it, you are probably in the minority – despite being a ‘small’ investment model, these companies often spend big on advertising to target users, with a […]