Financial Planning News and Insights
The latest news and views from Apt Wealth
From superannuation and retirement to investments and planning for life events and milestones, our team shares expert insights on common financial planning questions.
As always, please contact us for personalised advice that takes into account your circumstances and goals.
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CATEGORIES
Apt Wealth Partners introduces a comprehensive legal and financial services offering with the launch of Apt Wealth Legal Services
Andrew Dunbar
Feb 03, 2025
Melbourne, Australia – 1 February 2025 – Apt Wealth Partners has today announced a significant expansion of its service offerings with the introduction of Apt Wealth Legal Services. This new…
Navigating healthcare costs in retirement
Andrew Dunbar
Jan 09, 2025
Retirement is all about enjoying life, but it’s also a time when spending and finances can change significantly. Many costs go down as you take a step back from work,…
What should you be considering in your financial plans for 2025? Here’s our guide for every age and career stage
Andrew Dunbar
Jan 06, 2025
When it comes to financial planning, many Australians automatically think of retirement. However, financial planning is about setting you up for success at every age. And in most cases, the…
How to survive Christmas with your finances intact
Andrew Dunbar
Dec 03, 2024
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…
How to take the heat out of your power bill
Andrew Dunbar
Nov 26, 2024
As living costs continue to rise and energy prices skyrocket, bill shock is a real issue for many Australians. Heating and cooling appliances are among the biggest energy users, so…
Ask an Adviser: How much do I need to retire?
Andrew Dunbar
Sep 24, 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 unique. Here, we talk to…
Managing risk in intergenerational wealth transfer
Preston Foster
Sep 05, 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 the ‘great wealth transfer’, and…
How to stay financially fit in retirement
Andrew Dunbar
Sep 03, 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 that you consider not just…
How to leave a lasting legacy with a charitable bequest
Andrew Dunbar
Sep 02, 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 as we weigh it up…
Is buying a medical practice right for me?
Warner Leung
Aug 05, 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 out a niche in a…
What if tomorrow is that rainy day? Tips to future-proof your financial plan
Andrew Dunbar
Aug 02, 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, so it’s essential to be…
