Wealth with purpose
Andrew Dunbar
Apr 04, 2025
As we accumulate wealth, many of us want to give back. Here, we sit down with Apt Director Andrew Dunbar to talk about how you can use your wealth with…
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…
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…
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,…
What should you be considering in your financial plans for 2025? Here’s our guide for every age and career stage
Andrew Dunbar
Jan 06, 2025
When it comes to financial planning, many Australians automatically think of retirement. However, financial planning is about setting you up for success at every age. And in most cases, the…
How to stay financially fit in retirement
Andrew Dunbar
Sep 03, 2024
Retirement isn’t a finish line; it’s a new beginning – a phase of life where financial fitness is as critical as ever. So, it’s important that you consider not just…
The mid-career switch: Financial planning for a career change
Lisa Haley
Jul 31, 2024
Last year, Australians changed jobs at the highest rate in a decade, accelerating the trend of the mid-career switch: experienced professionals taking a new career path in their late 30s…
Why you need a professional team in your corner as an expat
John Versace
Jul 23, 2024
Living and working abroad offers both exciting opportunities and daunting challenges. As an expat, you’re not just packing your belongings; you’re also carrying your financial goals, obligations and dreams across…
Ask an Adviser: How can I save when planning the trip of a lifetime?
Tracey Pace
Jul 01, 2024
As a nation, we love to travel. In fact, research house IBIS World is predicting our international travel will grow by a whopping 360.8% this year, equating to some 7.28…
How to create a robust financial plan
Andrew Dunbar
Jul 01, 2024
Creating a robust financial plan is akin to building a roadmap for your future. It’s about understanding where you are, deciding where you want to go and then laying down…
Financial empowerment remains critical for all Australians
Lisa Haley
Jun 04, 2024
Content warning: Family and domestic violence and elder abuse. In Australia today, physical or sexual violence is experienced by 1 in 6 women and 1 in 18 men at…
