How to spot an impersonation scam
Mark Bardzinski
Jul 05, 2023
Impersonation scams, where a person pretends to be an authority, such as the police or an organisation (e.g. your bank or the Australian Tax Office) are on the rise. Unfortunately,…
How to set meaningful New Year’s Resolutions
Andrew Dunbar
Jan 03, 2023
It’s that time of year again when many of us are thinking about our plans for the year ahead, and that means setting goals. With so many new year’s resolutions…
How can I protect my information online?
Mark Bardzinski
Oct 10, 2022
In today’s digital world, new threats seem to emerge daily. While it may not be possible to be across every new virus and scam or understand how they work in…
Doing more of what you love: 5 steps to align your values and your spending
Andrew Dunbar
Sep 21, 2022
When it comes to budgeting and financial planning, there is often a misconception that it is about imposing restrictions on your lifestyle. The reality couldn’t be more different; financial planning…
Are you one of the estimated 50,000 Australians who will be eligible for the CSHC?
Rhett Pudney
Aug 02, 2022
On 27 July 2022, a bill was introduced into Parliament to establish higher income thresholds for the Commonwealth Seniors Health Card (CSHC), making it available to more self-funded retirees. The…
Ask an Adviser: What are bull and bear markets, and what do they mean for investors?
Sarah Gonzales
Jul 27, 2022
If you hold Australian or international shares, you’ve probably read a lot of headlines about the current ‘bear’ market. So we asked Apt Wealth Partners Chief Investment Officer, Sarah Gonzales,…
ETFs insights for the new financial year
Stephanie Eckert
Jul 11, 2022
Last week Sarah Gonzales, Apt Wealth Partners’ Chief Investment Officer, joined Livewire Markets’ Buy Hold Sell to share some insights on exchange-traded funds as we enter the new financial year….
Returning to Australia with a US Green Card
John Versace
Jun 14, 2022
For many Australians who are or want to live and work in the US, obtaining a Green Card is the ultimate goal. And it can certainly make life easier while…
How to plan your finances in your 60s and beyond
Andrew Dunbar
Jun 09, 2022
In your early 60s, retirement is likely within reach and it’s time to be thinking about it at a microlevel. Planning for retirement should focus on planning your finances for…
How to plan your finances in your 50s
Andrew Dunbar
May 11, 2022
In your 50s, you’ll often experience significant shifts in your lifestyle, goals and values. While your career may remain important, as your life changes, you’ll likely be thinking about what’s…
Why you should consider philanthropy in your financial planning this year
Andrew Dunbar
Mar 23, 2022
As we come out of one of the most uncertain periods in living memory, many of us are evaluating what’s really important to us. For some, this has taken the…
