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…
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…
Why it’s critical to ensure your adult children have the right insurance in place
Adam Spilsted
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…
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…
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,…
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,…
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…
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….
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…
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….
Why it’s important to have geographical diversification in your investments
Sarah Gonzales
Apr 09, 2021
When we talk about investment diversification, often people think about different asset classes or even different industries, but a critical one is geographical diversification. Essentially, this is about ensuring you…
