Blogs

Ask an Adviser: How much do I need to retire?

By Andrew Dunbar | September 24th, 2024

How much do I need to retire? It’s one of the most frequently asked retirement questions, and for good reason. Each person’s answer is entirely...

Is rentvesting a good strategy?

By Michael Brandt | September 17th, 2024

While owning your own home was once the great Australian dream, buying a home can feel unattainable for many today. Overall, homeownership rates have remained...

Managing risk in intergenerational wealth transfer

By Preston Foster | September 5th, 2024

By 2050, $3.5 trillion in wealth cultivated by the baby boomer generation will be passed on to their children and grandchildren. This has been labelled...

How to stay financially fit in retirement

By Andrew Dunbar | September 3rd, 2024

Retirement isn’t a finish line; it’s a new beginning – a phase of life where financial fitness is as critical as ever. So, it’s important...

How to leave a lasting legacy with a charitable bequest

By Andrew Dunbar | September 2nd, 2024

Most of us have a cause or causes that are close to our hearts, but giving a substantial donation during our lifetimes can be challenging...

Is buying a medical practice right for me?

By Warner Leung | August 5th, 2024

For many general practitioners, owning a medical practice is alluring. The promise of autonomy, the appeal of potentially higher income and the opportunity to carve...

What if tomorrow is that rainy day? Tips to future-proof your financial plan

By Apt Wealth Partners | August 2nd, 2024

Saving for a rainy day is an oft-used colloquialism, but there’s a lot of truth behind it. We don’t know when that rain will come,...

The mid-career switch: Financial planning for a career change

By Lisa Haley | July 31st, 2024

Last year, Australians changed jobs at the highest rate in a decade, accelerating the trend of the mid-career switch: experienced professionals taking a new career...

What should expats consider when it comes to employee share schemes?

By John Versace | July 29th, 2024

Offered in various forms, employee stock ownership plans (ESOP), stock options, restricted stock units (RSUs) and employee share purchase plans (ESPPs) offer opportunities to invest...

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