What if tomorrow is that rainy day? Tips to future-proof your financial plan
Andrew Dunbar
Aug 02, 2024
Saving for a rainy day is an oft-used colloquialism, but there’s a lot of truth behind it. We don’t know when that rain will come, so it’s essential to be…
Apt Wealth Partners recognised as a 2024 AFR Boss Best Place to Work and Most Outstanding Practice – Diversity and Inclusion
Staff Writer
May 01, 2024
Media Release 1 May, 2024 Apt Wealth Partners recognised as a 2024 AFR Boss Best Place to Work and Most Outstanding Practice – Diversity and Inclusion Apt Wealth…
ANZAC Day 2024 – A Tribute to the Unseen Heroes: The Families of Australia’s Military
Andrew Dunbar
Apr 03, 2024
ANZAC Day is one of the most important days on the Australian calendar, a day when we remember and honour our servicemen and women who have helped protect the wonderful…
Top 100 Financial Advisers: Andrew Dunbar, Apt Wealth Partners
Staff Writer
Sep 25, 2023
This article was originally published in The Australian’s The Deal magazine. For Andrew Dunbar, the best parts of his job as a financial adviser are the human elements. A director…
Introducing Apt’s Comprehensive Financial Planning Services for UK Expats
APT Admin
Sep 12, 2023
Building on the continued success of its Expat Financial Planning Services, Apt Wealth Partners has recently ramped up its specialist service offering for UK expats. Integrating existing expat advice business…
ANZAC Day: Reflections on the Kokoda Track campaign
Andrew Dunbar
Apr 21, 2023
ANZAC Day is one of the most important days on the Australian calendar, a day when we remember and honour our servicemen and women who have helped to protect the…
Apt Wealth plans to deploy cash to small mid-caps, infrastructure
Staff Writer
Feb 20, 2023
This article was originally published by Citywire Australia. If you have a Citywire Australia account you can access the article here. With an overweight in cash, the wealth manager is…
Financial advice helps David and Caroline power Luke’s dreams
Staff Writer
Nov 02, 2022
We all have big dreams, but Luke Power’s might be bigger than most. The 17-year-old from Lysterfield in Victoria is aspiring to be an international motorbike road racing champion. And…
Apt Wealth Partners has been shortlisted for the ifa Excellence Awards 2022
Staff Writer
Oct 05, 2022
Apt Wealth Partners is excited to announce that it is a finalist in the ifa Excellence Awards 2022. This year, Apt has been shortlisted in the Self-Licensed Firm of the…
Big challenges for advisers from fallout from ‘peak regulation’
Staff Writer
Sep 25, 2022
This article was originally published in The Australian’s The Deal magazine. If you are a subscriber you can access the article here. What are the big challenges you have faced…
The ANZAC story: Gallipoli and what we can take from it today
Andrew Dunbar
Apr 22, 2022
ANZAC Day is one of the most important days on the Australian calendar, a day when we remember and honour our servicemen and women who’ve helped protect the wonderful country…
