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.

Can you still retire in 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

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

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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Tips for Managing Redundancy

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?

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

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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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 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

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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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