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Blog Article

3 benefits of financial advice that might surprise you

When considering whether to get expert advice from a financial planner, the financial outcomes are the first thing many people consider. And rightly so. Recent research highlights that after just 4-6 years of working with an adviser, advised clients accumulated an average of 60% more assets than non-advised clients. And after fifteen years, this grew […]

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Blog Article

Estate Planning Considerations for US taxpayers

Estate planning is an important part of any financial plan, but when your assets are spread across multiple countries, it can be a little more complex.  Here is our guide to what to consider when preparing your estate plans as an expat. #1 Consider concurrent wills to avoid misinterpretation When it comes to the division […]

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Apt Wealth Partners recognised as a 2021 AFR BOSS Best Place to Work

The financial advisory firm ranked #4 on the Banking, Superannuation and Financial Services list Apt Wealth Partners has today been named on the 2021 AFR BOSS Best Places to Work list, recognising its ongoing commitment to staff culture, wellbeing and engagement. The annual list recognises and ranks the best places to work in Australia and […]

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Blog Article

Remembering our frontline nurses this ANZAC day

ANZAC Day is one of the most important days on the Australian calendar, a day when we remember and honour our servicemen and women who have helped to protect the wonderful country and way of life we enjoy today. It’s a day to celebrate everyday Australian values – mateship, courage and sacrifice – values that […]

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Our People

Gladys Majadas

Gladys assists Apt Wealth Partners with general administration duties and provides support for our Sydney, Melbourne, and Geelong offices. Gladys has worked in customer service and has completed a Bachelor of Tourism Management.

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Our People

Giselle Dico

Giselle assists Apt Wealth Partners offices nationwide with general administration duties and support. Giselle previously worked in the travel industry and has completed a Bachelor’s degree in hotel and restaurant management.

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Blog Article

A guide to growth vs. value investing

The terms ‘value’ and ‘growth’ refer to two fundamental approaches to investing. Value investing is essentially about purchasing shares in companies that appear to be undervalued based on their intrinsic value, which is a measure of what an asset is perceived to be worth. A commonly used measure is price-to-earnings (PE) ratio.  These stocks tend […]

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Our People

Tammy Tan

Tammy has worked in the financial services industry for over six years, specialising in paraplanning. She holds a number of qualifications, including a Bachelor of Commerce, Graduate Diploma of Financial Planning and the CPA (Certified Practising Accountant) designation.

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Blog Article

Why it’s important to have geographical diversification in your investments

When we talk about investment diversification, often people think about different asset classes or even different industries, but a critical one is geographical diversification.  Essentially, this is about ensuring you have assets in different countries and regions across the world to minimise your exposure to one market. It also enables you to gain exposure to […]

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Blog Article

5 tips to safeguard your business from divorce

Divorce can be emotionally draining and stressful for everyone involved, but there is another layer of complexity for business owners. While it’s not a pleasant topic, particularly if your relationship is a happy one, the reality is that 1 in 3 marriages today end in divorce, so it’s critical to consider the what-ifs in your […]

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