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…
Celebrating Ian’s Marathon Achievements
Stephanie Eckert
Mar 17, 2022
The Apt Wealth Partners team is celebrating the achievements of multi-talented athlete, Paralympian and Apt Wealth client, Ian Gainey, who recently completed his 30th Melbourne Marathon in a specially designed…
Apt Wealth Partners named FPA Professional Practice of the Year 2021
Stephanie Eckert
Nov 19, 2021
Apt Wealth Partners is proud to announce it has been named Financial Planning Association (FPA) Professional Practice of the Year at the 2021 FPA Awards. Now in its ninth year,…
How to navigate finances with a new partner
Tracey Pace
Nov 10, 2021
Finances can be a complex topic to raise with a new partner, particularly for those relationships that start in our 30s, 40s and beyond, when one or both parties may…
Apt Wealth Partners has been shortlisted for the ifa Excellence Awards 2021
Stephanie Eckert
Sep 07, 2021
Apt Wealth Partners is excited to announce that it is a finalist in the ifa Excellence Awards 2021. This year, Senior Financial Adviser John Versace has been recognised for his…
Apt Wealth Partners has been shortlisted for the Women in Finance Awards 2021
Staff Writer
Jul 23, 2021
Apt Wealth Partners is excited to announce they are a finalist in the Women in Finance 2021 Awards. This year, Melita Daff and Daniela Durpetti have both been recognised for…
Top 100 Financial Advisers: Andrew Dunbar, Director, Apt Wealth Partners
Staff Writer
Jun 18, 2021
This article was originally published in The Australian’s The Deal magazine. If you are a subscriber you can access the article here. Many of our leading financial planners ultimately became…
