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Top 10 tips to saving money on travel

It’s the time of year where many of us are looking forward to some well-earned time off. As we head into the summer months taking a trip away is an excellent idea to help recharge the batteries after a long year. However, that trip away can be expensive. Ensuring you head away on the trip that […]

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Apt Wealth Director nominated for FPA CFP Professional of the Year

It was announced yesterday that our very own Andrew Dunbar was shortlisted for The Financial Planning Association of Australia (FPA) CFP Professional of the Year award for 2019.  To reach this stage, where Andrew is one of two shortlisted nominees, is a fantastic achievement.  Andrew commented that this was recognition for the entire Apt Wealth […]

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Should you switch lenders for your home loan?

With interest rates at an all-time low, property owners can now access some of the best home loan rates we have ever seen. This is encouraging many homeowners and property investors to consider their loan options, particularly if their institution isn’t passing on the full rate cut. When it comes to your home loan, should […]

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Apt Wealth team runs in the Melbourne Marathon to support Lungitude

Last weekend I joined a number of my Apt Wealth colleagues in running the Melbourne Marathon to raise funds for Lungitude. As I have written previously, I have a family member who has faced lung disease, a journey that included a double lung transplant. It’s why I am a huge supporter of Lungitude, a not-for-profit organisation […]

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How to plan for the emotional transition to retirement

Retirement is often talked about as the golden years, a time when we reap the rewards for our hard work and, in the lead up, it’s common to feel excited by the prospect. Many of us dream of how we will spend our time without the burden of work, only to find that, when the […]

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Are timeshares ever a good investment?

Most of us have read or even heard first-hand about timeshare disasters, yet the industry remains a lucrative one; in Australia alone, it’s valued at around $600 million. So, is it ever a good investment? The short answer is ‘no.’ On the surface, it can seem like an affordable way to achieve a dream lifestyle […]

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