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Coronavirus And Your Finances

COVID -19: Helping you navigate your finances

Our team are consistently monitoring COVID-19’s impact on the market. We are here to help you navigate the current investment environment and keep you on track to achieve your financial goals.

Speak to an Apt financial planner today. We can answer your questions on:

COVID-19 and your superannuation
Budgeting in a crisis
Government stimulus package

Keeping finances on track
Purchasing shares in today’s market
How a financial planner can help

Stay informed

Alongside health concerns, you may be worried about the volatility in investment markets. As the impact of the COVID-19 pandemic continues to unfold we will keep you informed.

How to get started with your post-COVID financial plan

By Andrew Dunbar | October 20th, 2020

Financial downturns, like the one caused by COVID-19, are often touted as “once-in-a-generation” events. But the reality is that they can and likely will happen multiple times during your lifetime,...

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Can you still retire in 2020?

By Andrew Dunbar | July 17th, 2020

Many Australians who had planned to retire in the coming months are rethinking their options, as COVID-19 has changed the landscape for retirees. For some, it is a financial decision...

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Helping your adult children and grandchildren with the financial impact of COVID-19

By Andrew Dunbar | July 9th, 2020

Many parents across Australia relish the opportunity to help their adult children and spend more time with the grandkids by providing childcare, but during COVID-19, much of this came to...

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Tips for Managing Redundancy

By Andrew Dunbar | June 4th, 2020

Redundancy can be difficult emotionally and financially at any time, but right now, with a tough employment market, it can feel like a bigger blow. If you have been made...

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Can I still retire overseas in a post-COVID world?

By Andrew Dunbar | June 17th, 2020

Between 2005 and 2018, the number of Australians retiring overseas increased dramatically, and it's easy to see why. Countries like Thailand have much to offer retirees; not least of all...

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Structuring your super to weather financial storms

By Andrew Dunbar | March 26th, 2020

In 2008, the Global Financial Crisis (GFC) had a significant impact on retirement savings across the globe, and many thought it was a once-in-a-generation event, but as we have seen...

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How to prepare your finances now for life after COVID-19

By Andrew Dunbar | June 25th, 2020

As restrictions start to lift and life begins to look a little more like it used to, it’s important to be prepared for changing financial goals and challenges. Many of...

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How COVID-19 is changing approaches to personal finances

By Andrew Dunbar | May 5th, 2020

As the COVID-19 crisis continues to unfold, we are all facing changes to the way we live and work, and, for many, this is flowing on to how they approach...

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Keep up with market changes

COVID-19 Market Update 06 July 2020

COVID-19 Market Update 23 April 2020

COVID-19 Update 3 01 April 2020

Economic Response to Coronavirus 23 March 2020

Fact Sheets

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Coronavirus And Your Finances

Live for today, plan for tomorrow

Sounds like a simple statement right? It’s something we all strive for, a secure future without sacrificing what we want to do today. At Apt Wealth Partners, it’s the cornerstone of our financial planning focus. Our goal is provide financial planning and advice that helps you manage your finances to live the life you want.

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Superannuation

Aged Care Planning

Investment Advice

Inheritance

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Apt Wealth is an award winning financial planning firm

Apt Wealth Director and Senior Financial Planner Andrew Dunbar wins 2019 FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year

Apt Wealth Director and Senior Financial Planner Andrew Dunbar wins 2019 FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year

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Apt Wealth Partners has been recognised at the IFA Excellence Awards, making the list of finalists.

Apt Wealth Partners has been recognised at the IFA Excellence Awards, making the list of finalists.

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Apt Wealth Director and Senior Financial Planner Andrew Dunbar wins 2019 FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year

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Apt Wealth Partners has been recognised at the IFA Excellence Awards, making the list of finalists

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Feedback from our clients

“Apt Wealth have been a great help over the years since being made redundant and we can now enjoy retirement thanks to their advice”
“My husband and I were hesitant of seeing a financial planner as we had seen one in the past and didn’t have a positive experience. John from Apt Wealth was very honest and up front to our retirement needs and goals, he was very patient with explaining what we needed to do. We now feel better about our future and look forward to retirement!”
“We really value Andrew from Apt Wealth’s advice and opinions and he has been instrumental in helping us plan our journey towards retirement”
“David from Apt Wealth has been great in helping me understand superannuation and investments. It has been great to know that I have got things sorted early in my working life.”
“Suzanne is reliable, honest, and her integrity is without question. Suzanne can be trusted to work in her clients’ best interests.”
“I have nothing but praise for the professional standards set by Andrew and Apt Wealth. He is always extremely well researched and knowledgeable with his advice and both prompt and courteous with any questions we may have for him.”

We can help you answer a range of financial questions

How much do I need to retire?

How do I manage cash flow in retirement while still trying to invest?

What’s the best strategy for managing my inheritance?

How do I financial survive divorce?

What’s the best investment strategy post retirement?

Our team of experts

Our financial planning team is located in three key locations: Sydney, Melbourne, & Geelong. We have a proven track record in delivering for our clients, with over $1.5bn in funds under management and over 3000 clients Australia wide.

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General Advice warning
The information provided on this website does not constitute ﬁnancial product advice. The information is of a general nature only and does not take into account your individual objectives, ﬁnancial situation or needs. It should not be used, relied upon, or treated as a substitute for speciﬁc professional advice. Apt Wealth Partners (AFSL and ACL 436121 ABN 49 159 583 847) and Apt Wealth Home Loans (powered by Smartline ACL 385325) recommends that you obtain professional advice before making any decision in relation to your particular requirements or circumstances.

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