Apt Wealth Partners has been named as a finalist in the ifa Excellence Awards for three categories: Self-Licensed Firm of the Year Industry Thought Leader of the Year Wellness Program/Initiative…

The economic impacts of COVID-19 have been felt by many Australian households, and if we look at the data, we see that working-age women are amongst the most impacted demographic. …

Apt Wealth Partners is excited to announce it is a finalist in the Women in Finance Awards Wellness Program Initiative of the Year. The Women in Finance Awards showcases the…

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…

Our Director, Andrew Dunbar CFP® is spreading the message of good advice, as the 2019 FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year Award recipient. See his 3 tips for aspiring professionals…

Apt Wealth Partners, a national financial advisory firm, is pleased to announce the acquisition of Semaphore Private, a Melbourne-based financial advisory firm. Combining under the Apt Wealth Partners brand, the…

Andrew Dunbar, Director and Senior Adviser at Apt Wealth Partners, was presented with the prestigious FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year Award, at the FPA’s Professionals Congress held in Melbourne…

This week, Emily Lanciana from the Apt Wealth Melbourne team presented alongside our partner TBA Law a webinar session on helping women to empower their retirement through better managing their…

It was announced yesterday that our very own Andrew Dunbar was shortlisted for The Financial Planning Association of Australia (FPA) CFP Professional of the Year award for 2019.  To reach…

Last weekend I joined a number of my Apt Wealth colleagues in running the Melbourne Marathon to raise funds for Lungitude. As I have written previously, I have a family…

Following on for our recent participation in the Melbourne Marathon, a number of our Sydney Apt team ran in last weekends City2Surf to again raise funds for Lungitude. Apt Wealth have…

If you are thinking about buying a property, you are no doubt aware that lending criteria has recently tightened. And while this has happened for many good reasons, it can…