Skip to main content

Financial Planning

Don’t stop thinking about tomorrow: How our vision of our future selves impacts our finances

Andrew Dunbar

Mar 03, 2021

If you struggle to stay focused on long-term financial goals, such as saving for a big purchase or growing your superannuation, you’re not alone.  It’s a common problem and one…

Read more

GameStop: What happened and what can investors learn from it?

Sarah Gonzales

Feb 05, 2021

By now, you are probably aware of the controversy surrounding recent investment in GameStop, a US-based gaming retailer. In case you missed it, essentially retail investors on the Reddit chat…

Read more

Doing more of what you love: 5 steps to align your values and your spending

Andrew Dunbar

Feb 04, 2021

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…

Read more

3 Steps to Healthier Finances in 2021

Andrew Dunbar

Jan 29, 2021

With 2020, and hopefully the worst of COVID-19, in the rear-view mirror, many of us are thinking about our goals for the year ahead.  And while there is still some…

Read more

How COVID-19 is changing our suburbs and regions

Andrew Dunbar

Jan 08, 2021

At the Apt 2020 End-of-Year event, attendees heard from author, demographer and commentator, Bernard Salt, on creating wealth in post-COVID Australia.  Those who attended will no doubt agree that it…

Read more

Planning your 2021 finances? Don’t forget the people and communities who need us

Andrew Dunbar

Dec 17, 2020

COVID-19 has been challenging for many on the financial front, and our charities were not exempt. In fact, recent research has shown that 14% of Australian charities may be unviable…

Read more

Why you should warn your loved ones away from ‘buy now, pay later’ services

Andrew Dunbar

Nov 25, 2020

It seems ‘buy now, pay later’ services are cropping up everywhere. Today, you can use these services for everything from retail purchases, like clothing or furniture, to dental care and…

Read more

How to get started with your post-COVID financial plan

Andrew Dunbar

Oct 20, 2020

Financial downturns, like the one caused by COVID-19, are often touted as “once-in-a-generation” events. But the reality is that they can and likely will happen multiple times during your lifetime,…

Read more

How to better manage your debt

Andrew Dunbar

Sep 23, 2020

The average Australian household holds $183,900 of debt, the second highest household debt-level in the world.  As we continue to face the economic impacts of COVID-19 and experience our first…

Read more

Why you shouldn’t take financial advice from friends, family or the internet

Andrew Dunbar

Sep 15, 2020

Whether it’s a family member, a colleague or a stranger on a Facebook group, ask for advice today and there are usually many people willing to give it. While it’s…

Read more

6 things to consider when buying a car

Andrew Dunbar

Sep 01, 2020

While we all know that buying a car is not a good investment, for most of us, it’s a necessary expense. We are constantly asked about the financial aspects of…

Read more

Making the most of your money in a low interest rate environment

Andrew Dunbar

Aug 13, 2020

Depending on your current life stage and financial goals, today’s low interest rates may be advantageous, but for those who are more reliant on cash, such as retirees, it can…

Read more