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Financial Planning

What is a personal finance coach and why do you need one?

Emily Lanciana

Jul 30, 2021

When you want to get fit, you’re likely to go to a personal trainer because you aren’t a fitness expert. Let’s face it; if you’re new to it, a gym…

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Stay vigilant: Scams on the rise during the pandemic

Andrew Dunbar

Jun 29, 2021

It’s a sad reality today that many Australians are targeted by financial scams. It’s something we’ve talked about before, but in the wake of the COVID-19 pandemic, it’s clear that…

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Are NFTs an investment?

Sarah Gonzales

Jun 07, 2021

You might have noticed some buzz lately around something called Non-Fungible Tokens or NFTs, which are essentially a digital certificate of ownership for digital assets, such as images and video….

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Returning to Australia with US taxes

John Versace

Jun 04, 2021

Many Aussies will obtain a green card or US citizenship to provide certainty that they can stay or return to the US at a later date. However, the United States…

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3 benefits of financial advice that might surprise you

Andrew Dunbar

May 11, 2021

When considering whether to get expert advice from a financial planner, the financial outcomes are the first thing many people consider. And rightly so. Recent research highlights that after just…

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6 tips to achieve your financial goals in a COVID-19 world

Tracey Pace

Mar 11, 2021

COVID-19 has had a disproportionate impact on women for a number of reasons. For example, women are more likely to be employed in less stable forms of employment, like casual…

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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…

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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…

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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…

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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…

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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…

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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…

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