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…
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…
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…
Six tips for setting meaningful long-term financial goals
Andrew Dunbar
Jan 28, 2022
Long-term financial goals are a critical part of any financial plan, and while achieving them can be decades into the future, meaningful goals should be used to guide your financial…
The cost of raising children in Australia
Andrew Dunbar
Jan 19, 2022
Whether you are thinking of starting a family, already have a baby on the way, or are in the throes of parenthood, just thinking about how much children cost to…
7 questions to ask yourself before buying a new car in 2022
Andrew Dunbar
Jan 13, 2022
While we all know that buying a car is not a good investment, for most of us, it’s a necessary expense. When it comes to the financial aspects, there are…
