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Financial Planning

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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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…

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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…

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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.

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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…

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Stuck in the nest: Are adult kids living at home hurting you financially?

Andrew Dunbar

Nov 12, 2019

At a time when housing affordability and non-existent wage growth are both hot topics, it’s not surprising to see a trend of adult children living at home with their parents…

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Creating value: What should you expect from your adviser?

Andrew Dunbar

Nov 06, 2019

When it comes to your finances, picking the right adviser can make a world of difference. In the wake of the Royal Commission into the finance sector it’s certainly made…

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3 tips for better cash flow management

Emily Lanciana

Oct 30, 2019

When looking at your finances, it is important to understand where you are spending your money. However, for many of us it can be the most challenging part. Many Australians…

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Top 10 tips to saving money on travel

Andrew Dunbar

Oct 22, 2019

It’s the time of year where many of us are looking forward to some well-earned time off. As we head into the summer months taking a trip away is an…

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Tips to get started with investing

Emily Lanciana

Sep 10, 2019

As a financial planner, I hear many reasons why people don’t think investing is right for them; from ‘I don’t have enough money’ through to ‘I don’t know where to…

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