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Financial Planning

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…

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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…

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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…

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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…

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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,…

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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….

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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…

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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…

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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…

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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…

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5 ways a financial plan can enrich your life

Andrew Dunbar

Feb 22, 2022

Financial planning is often thought about in terms of the practical elements, such as investing, budgeting and saving, and these are of course, important aspects. But many people don’t realise…

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What is dollar-cost averaging, and should you use it?

Sarah Gonzales

Feb 03, 2022

Put simply, dollar-cost averaging is an investing term that describes the strategy of making incremental investments over time rather than investing all at once in a lump sum. The idea…

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