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Financial Planning

Solar panels in Australia: Are they worth the investment in 2025?

Andrew Dunbar

Oct 13, 2025

More than 4 million Australian homes now have rooftop solar, representing one in three homes across the country. The decision to install solar panels is often driven by environmental concerns…

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Property vs shares: Making the right choice for your wealth

Michelle Heffernan

Oct 07, 2025

Should I buy property or shares? It’s one of the most common questions we hear at Apt Wealth Partners. Shifts in property tax policy, a volatile global share market and…

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Tax-effective strategies to manage superannuation in FY 2025/26

Connie Yi

Jul 04, 2025

As we enter the 2025/26 financial year, superannuation remains one of the most powerful and tax-effective ways to build long-term wealth in Australia. The start of a new tax year…

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Financial planning for moving overseas: What you need to prepare

Emily Lanciana

Jun 27, 2025

Relocating overseas can open the door to exciting new opportunities personally, professionally and, of course, financially. But before you book your one-way ticket, it’s important to think beyond the logistics…

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The role of legal advice in financial planning

Dermot Reiter

Jun 24, 2025

Financial planning is about more than just numbers. It’s about living your best life and bringing your vision for the future to life. Integrating legal advice into the planning process…

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Smart Tax Tips to Prepare for Financial Year End 2024/25

Andrew Dunbar

Jun 03, 2025

With 30 June fast approaching, now is the time to make sure your tax planning is on track. A little proactive preparation now can go a long way – helping…

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Closing the retirement savings gap for women

Tracey Pace

May 09, 2025

In Australia today, women are still retiring with around 30% less superannuation than their male counterparts. And while some positive systemic changes are taking place, such as the government introducing…

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The gift of financial literacy

Emily Lanciana

May 08, 2025

Financial Literacy for Kids Today’s youngest generation is often called ‘Generation Now’ because life is on-demand, from entertainment to information. While there are many advantages to the accessibility of just…

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Wealth with purpose: A Guide to Creating a Lasting Legacy

Andrew Dunbar

Apr 04, 2025

Understanding the Concept of Wealth with a Purpose As we accumulate wealth, many of us want to give back. Here, we sit down with Apt Director Andrew Dunbar to talk…

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How to balance risk and reward to navigate volatility and achieve your goals

Sarah Gonzales

Apr 02, 2025

With a changing geopolitical landscape and technologies like AI reshaping almost every aspect of how we live and work, it can feel like change is the only constant. In this…

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The path to financial freedom

Andrew Dunbar

Feb 10, 2025

As we start a new year, many of us set goals to improve our financial health and steer towards the end goal of financial freedom. But what does financial freedom…

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Navigating healthcare costs in retirement

Andrew Dunbar

Jan 09, 2025

Retirement is all about enjoying life, but it’s also a time when spending and finances can change significantly. Many costs go down as you take a step back from work,…

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