COVID-19: Tips for US citizens living in Australia
John Versace
Apr 15, 2020
The COVID-19 pandemic has caused significant disruption to economies and markets, with the flow-on effects impacting finances for many individuals. For those living overseas, it can be an even more…
What should you consider before you gift or loan a family member money?
Andrew Dunbar
Mar 10, 2020
When it comes to lending money to family, you want to tread lightly. It can be fraught with financial, legal, and emotional consequences for both you and the recipient, so…
How should investors respond to coronavirus?
Sarah Gonzales
Mar 04, 2020
The impact of the COVID-19 strain of the coronavirus, which first emerged in December last year, is being felt across the globe and as we move towards a potential declaration…
Why a career ‘gap year’ can be a win for your finances
Andrew Dunbar
Feb 18, 2020
We’re all familiar with the “gap year” concept, whereby school leavers take a break between school and tertiary study or work, but recently, we are seeing a rise in the…
Avoid the Buy Now, Pay Later trend
Emily Lanciana
Feb 04, 2020
Buy Now, Pay Later services are soaring in popularity. With almost 30% of Australian adults having one or more of these accounts, why is this new form of payment so…
How to make room for giving this Christmas
Andrew Dunbar
Dec 17, 2019
Many of us will say we want to give back to the community at Christmas, but in December, as the shopping frenzy intensifies, the social calendar fills up, and we’re…
Helping kids in need this Christmas
Andrew Dunbar
Dec 09, 2019
A big thank you to our clients, partners and staff who gave so generously to The Smith Family Giving Trees at the Apt Wealth Partners offices. The trees were overflowing…
Managing finances through illness
Andrew Dunbar
Dec 04, 2019
Finding out you or your partner are seriously ill or injured is a frightening time, and many other aspects of life must be put on hold as you focus on…
Saving vs. Investing: Five Steps to Make the Most of Your Money
Sarah Gonzales
Nov 26, 2019
When it comes to our finances, most of us want that safety net; to know we are setting ourselves up to live the lifestyle we want – whether that is…
Ask the experts: What is the best way to save for my daughter’s education?
Staff Writer
Nov 21, 2019
Our Director and Senior Adviser Andrew Dunbar was featured on Canstar recently discussing the cost of and the best way to save for your child’s education. Read the story by clicking here.
How do you prepare financially to start a family?
Robert Greig
Nov 19, 2019
Starting a family is a major life event, and one many of us plan for in advance; thinking about everything from baby names to where and how we would like…
