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Living and working abroad offers both exciting opportunities and daunting challenges. As an expat, you’re not just packing your belongings; you’re also carrying your financial goals, obligations and dreams across borders.  During my almost two decades in the financial services industry, I’ve seen firsthand the complexities expats face. Having a collaborative, professional team – a […]

As a nation, we love to travel. In fact, research house IBIS World is predicting our international travel will grow by a whopping 360.8% this year, equating to some 7.28 million departures. For many of us, however, the cost-of-living pressures have postponed grand travel plans. On the bright side, we have more time to plan […]

Creating a robust financial plan is akin to building a roadmap for your future. It’s about understanding where you are, deciding where you want to go and then laying down the steps to get you there. And it’s not just about improving your finances. A robust financial plan can give you peace of mind, improve […]

Content warning: Family and domestic violence and elder abuse.   In Australia today, physical or sexual violence is experienced by 1 in 6 women and 1 in 18 men at the hands of partners or family members. In addition, 1 in 6 women and 1 in 13 men experience economic abuse, and 1 in 4 […]

As the end of the financial year approaches, it’s crucial to get your finances in order, put yourself in the best possible tax position and prepare for the year ahead.  You can view our handy 2023–24 Tax Return Checklist and read on for some steps every Australian taxpayer should consider in the lead-up.  Review your […]

As living costs continue to rise and energy prices skyrocket, bill shock is a real issue for many Australians. Heating appliances are among the biggest energy users, so coming into the cooler months, it’s a good time to consider reducing your energy costs.   Understand average energy use for your household Most energy bills will […]

Media Release   1 May, 2024   Apt Wealth Partners recognised as a 2024 AFR Boss Best Place to Work and Most Outstanding Practice – Diversity and Inclusion Apt Wealth Partners has today been named on the 2024 AFR BOSS Best Places to Work list, recognising its ongoing commitment to staff culture, wellbeing and engagement. […]

With the end of the financial year approaching, it’s time to think about strategies to maximise your finances, particularly with the forthcoming tax cuts. Before we dive into strategies, here is a reminder of the new tax rates that will take effect from 1 July 2024: Up to $18,200: Nil $18,201– $45,000: 16% $45,001– $135,000: […]

In Australia today, education is a hot topic. Independent and Catholic schools are becoming popular choices for more and more families. Of course, every child is different, and the type of schooling that will help them thrive can depend on a number of factors. Regardless, it’s important to prepare early and factor it into your […]

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 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 are […]