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Financial Planning

2020 Tax Tips

Andrew Dunbar

Jun 02, 2020

With almost all of us working from home in 2020, our tax deductions will look a little different this year. If you’re working from home as an employee, it’s important…

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Why frugal is the new cool

Robert Greig

May 28, 2020

It’s likely that you or someone you know has been impacted financially by COVID-19; losing hours, taking a pay cut or even losing their job. For many, this has acted…

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How COVID-19 is changing approaches to personal finances

Andrew Dunbar

May 05, 2020

As the COVID-19 crisis continues to unfold, we are all facing changes to the way we live and work, and, for many, this is flowing on to how they approach…

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Tips for maintaining corporate culture when working remotely

Andrew Dunbar

Apr 21, 2020

With the onset of the COVID-19 pandemic, many of us have been asked to make the shift to a virtual working environment with little or no notice. In this climate,…

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Managing mental health during COVID-19

Andrew Dunbar

Apr 15, 2020

As we move through this period of uncertainty impacting so many aspects of our lives, from health to social connections, finances, and employment, managing mental health is a critical piece…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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