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 manage your budget and cashflow in a crisis

With the globe in the midst of the COVID-19 pandemic, many people are wondering about the financial impact on their household. Some may be concerned by the potential of lost...

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Structuring your super to weather financial storms

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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COVID-19: Should I access my super?

Last week, the Australian Government made temporary changes that enable some Australians to access up to $10,000 of their superannuation to help with the financial impacts of COVID-19. If you...

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How COVID-19 is changing approaches to personal finances

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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What to consider before investing during COVID-19

A financial downturn, like the one we are experiencing as a result of COVID-19, can be a rollercoaster, as we ride daily market ups-and-downs. It can also be a time...

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Why it's important to have a good investment team in your corner during a crisis

When talking about our team, we often mention our advisers, and they do an amazing job, helping each and every one of our clients to achieve their financial goals. But...

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COVID-19: Should I pause my mortgage repayments?

With at least one million Australians currently facing unemployment and many more of us in an uncertain financial position as a result of the COVID-19 pandemic, mortgage repayments are a...

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How to manage the lifestyle impact on retirement during COVID-19

As we all adjust to a new way of life under COVID-19 restrictions, many people are feeling the impact on not just their finances but their lifestyle. For retirees, this...

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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.

 

Retirement

Retirement

Superannuation

Superannuation

Aged Care Planning

Aged Care Planning

Investment Advice

Investment Advice

Inheritance

Inheritance

Property

Property

 

 

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

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.

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

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

  • 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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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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