Financial Planning News and Insights

When you say you want financial freedom, what do you actually mean? Chances are, it isn’t a particular super balance, investment return or number in the bank. For most people,…

There usually isn’t a warning signal before markets move. When there’s volatility, even the most solid sectors can find themselves under pressure. What you need is a resilient portfolio built…

Estate planning is about making sure your intentions are clear, your loved ones are protected, and your assets are passed on efficiently. But when your financial life spans both Australia…

It’s easy to understand why property is so appealing for investors. It’s tangible and familiar, something you can see, improve and understand in a way few other investments allow. For…

For globally mobile clients, wealth rarely sits neatly within a single jurisdiction. Australian expats living in the United States, US citizens residing in Australia and internationally diversified families often hold…

Index investing has become an increasingly popular way to invest, and it is easy to understand why. Index funds offer a simple, low-cost way to invest across a broad range…

The private equity fund lifecycle runs on its own rhythm entirely, one shaped by when capital is called, when it’s put to work and when it eventually comes back. Understanding…

Apt Wealth Partners is pleased to announce the appointment of Sue Morris as Senior Financial Adviser, further strengthening the firm’s advice capability and commitment to delivering exceptional outcomes for clients across Australia. Based…

For most of us, giving is something we naturally do. We make donations to causes we care about and support the communities that matter most to us. What is often…

Splitting your time between the US and Australia is a decision many people make, whether for work, for family or for the life they want in retirement. It’s entirely achievable….

Many expat professionals spend years building wealth through diversified portfolios, superannuation, US retirement accounts and property. But when it’s time to map out their actual exposure, they’re genuinely surprised. Adding…

Australia is entering the largest intergenerational wealth transfer in its history. Over the coming decades, trillions of dollars in property, investments and business assets will move from one generation to…