Federal Budget 2026: What the changes could mean for your financial plan
Dermot Reiter
May 13, 2026
The Federal Budget 2026 landed on Tuesday night. Like most budgets, it rewards the people who look past the headlines. Before reacting, it helps to step back. Some announcements take…
Your essential EOFY checklist: What to do before 30 June
Robert Greig
May 12, 2026
The end of the financial year has a way of creeping up very quickly. One moment it’s April, and the next, 30 June is looming and you’re having to make…
Why retirement planning should start earlier than you think
Matthew Dunbar
Apr 28, 2026
Between the mortgage, school fees, growing careers and the rising cost of living, retirement can feel like a future problem. It’s distant. Abstract. Something to sort out when the kids…
The new definition of financial security
Matthew Dunbar
Apr 23, 2026
For a long time, financial security meant one thing: having enough. Enough in the bank, enough equity in the home, enough tucked away in super. If the numbers looked strong…
More than money: Aligning your wealth with the life you want
Andrew Dunbar
Mar 24, 2026
If you ask most people what financial planning is for, the answer usually comes back to money – a better return, a higher balance, a stronger position. And yes, those…
Financial planning for the new year: Where to start and what to review
Emily Lanciana
Jan 30, 2026
The start of a new year is a natural time to pause, take stock and reset our intentions, not only for our personal goals but for our financial goals too….
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…
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…
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…
