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How to survive Christmas with your finances intact

The Christmas period is often referred to as the “silly season”, and for good reason. For many of us, it’s a time when work takes a backseat, and we focus on family, friends, and having a good time. We all feel like we have earned a break when Christmas rolls around, but without planning ahead, […]

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Helping kids in need this Christmas

A big thank you to our clients, partners and staff who gave so generously to The Smith Family Giving Trees at the Apt Wealth Partners offices. The trees were overflowing with toys and books for kids in need. The Smith Family aims to deliver over 81,000 new toys and 54,000 new books to 27,000 Australian […]

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Managing finances through illness

Finding out you or your partner are seriously ill or injured is a frightening time, and many other aspects of life must be put on hold as you focus on getting the right treatment. Unfortunately, ignoring your finances isn’t going to help. If you can’t work, you will need to structure your finances so that […]

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Andrew Dunbar wins FPA 2019 Financial Planner Professional of the Year Award

Andrew Dunbar, Director and Senior Adviser at Apt Wealth Partners, was presented with the prestigious FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year Award, at the FPA’s Professionals Congress held in Melbourne on Thursday evening. The award acknowledges Andrew’s commitment to making a positive and meaningful difference to clients by living the ‘client-first’ principle. FPA CEO Dante […]

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Saving vs. Investing: Five Steps to Make the Most of Your Money

When it comes to our finances, most of us want that safety net; to know we are setting ourselves up to live the lifestyle we want – whether that is buying a home, starting a family, taking a dream trip, or just having some financial security. But with today’s record low interest rates, it can […]

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Apt presents: Empowering your retirement

This week, Emily Lanciana from the Apt Wealth Melbourne team presented alongside our partner TBA Law a webinar session on helping women to empower their retirement through better managing their finances. You can watch the session below.  Interested in discussing your finances? Contact us to arrange an initial conversation.

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How do you prepare financially to start a family?

Starting a family is a major life event, and one many of us plan for in advance; thinking about everything from baby names to where and how we would like to raise our children. There are many big life decisions to make, and often, finances can be forgotten in the excitement. But the reality is, […]

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