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…
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…
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…
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…
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…
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…
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…
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…
