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High Net Worth Investment & Asset Management

The path to financial freedom

Jay

Feb 10, 2025

As we start a new year, many of us set goals to improve our financial health and steer towards the end goal of financial freedom. But what does financial freedom…

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The 2025 investment landscape

Sarah Gonzales

Jan 29, 2025

As Australian investors look toward 2025, the investment climate presents both emerging opportunities and significant challenges. The intertwining of global economic uncertainties, domestic policy changes and fluctuating interest rates shape…

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How to leave a lasting legacy with a charitable bequest

Andrew Dunbar

Sep 02, 2024

Most of us have a cause or causes that are close to our hearts, but giving a substantial donation during our lifetimes can be challenging as we weigh it up…

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Investing in 2024

Andrew Dunbar

Jan 08, 2024

At the start of the new year, many of us are thinking about our investment portfolios and whether we need to make any changes for the year ahead. With global…

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Why it’s critical to ensure your adult children have the right insurance in place

APT Admin

Dec 06, 2022

Underinsurance is a very real problem in Australia today, and it’s more prevalent amongst younger Australians. It’s not uncommon for people in their 20s, 30s, or even 40s to believe…

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Intergenerational Wealth Transfer: 5 tips to navigate family dynamics

Preston Foster

Nov 07, 2022

Planning for intergenerational wealth transfer is rarely easy, not least because it involves family dynamics. But it’s also an area where you can’t put your head in the sand. So…

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Ask an Adviser: What are bull and bear markets, and what do they mean for investors?

Sarah Gonzales

Jul 27, 2022

If you hold Australian or international shares, you’ve probably read a lot of headlines about the current ‘bear’ market. So we asked Apt Wealth Partners Chief Investment Officer, Sarah Gonzales,…

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Ask an Adviser: What could the change in government mean for investors?

Sarah Gonzales

May 26, 2022

With Labor expected to form a majority government following Saturday’s election results, many Australians are wondering what the change in government could mean for investment markets. We asked Sarah Gonzales,…

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Ukraine: What geopolitical tensions mean for investors

Sarah Gonzales

Mar 09, 2022

Geopolitical risks arise when countries’ interests collide, from trade tensions to climate change policy conflict and, as we are seeing right now, military conflict. These events generate uncertainty in economies…

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Investing Lessons from 2020/21

Sarah Gonzales

Oct 05, 2021

The past 12-18 months may have felt like a rollercoaster for investors. In March 2020, we saw markets respond quickly to the emerging pandemic, with investors selling and markets dipping….

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Should you buy property in 2021?

Sarah Gonzales

Aug 03, 2021

As Australia’s economic recovery forges ahead, the Australian property market remains a hot topic. For years we have been hearing that the bubble must burst, yet property prices in most…

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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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