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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 manage your budget and cashflow in a crisis

By Andrew Dunbar | March 18th, 2020

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

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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COVID-19: Should I access my super?

By Andrew Dunbar | March 26th, 2020

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

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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What to consider before investing during COVID-19

By Sarah Gonzales | April 8th, 2020

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

By Andrew Dunbar | April 8th, 2020

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?

By Matthew Baker | April 28th, 2020

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

By Andrew Dunbar | May 7th, 2020

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

Superannuation

Superannuation

Aged Care Planning

Investment Advice

Inheritance

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

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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 sWealth 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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