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…
Why more happiness at work may be better for your finances than more money
Abbie Gellatly
Nov 23, 2022
When it comes to your life plans and goals, there’s no denying that your income plays a significant part. So, in theory, it seems you should seek the highest possible…
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…
Personal insurance: The 3 questions everyone should be asking
APT Admin
Aug 25, 2022
It’s easy to see personal insurance as an unnecessary expense until you need it. However, an estimated 96% of Australians are underinsured when it comes to life insurance, which is…
Navigating market volatility with ETFs
Stephanie Eckert
Jul 13, 2022
Apt Wealth Partners’ Chief Investment Officer Sarah Gonzales joined Livewire Markets’ latest episode of Buy Hold Sell to share her thoughts on navigating the current market volatility with ETFs. You…
Common Australian financial strategies that can complicate US taxes
John Versace
May 31, 2022
You may hear your Australian friends talking about their financial strategies and wonder if you should be considering doing the same. However, if you are a US taxpayer living in…
How to plan your finances in your 40s
Andrew Dunbar
May 03, 2022
In your 40s, you are more likely to have more debt and financial responsibility than at any other point in your life and it can be busy as a result….
Managing the financial aspects of divorce as an expat
John Versace
Apr 27, 2022
No matter your life circumstances, navigating the financial aspects of a divorce can be challenging, particularly when emotions are running high. However, there can be several added layers of complexity…
How to plan your finances in your 30s
Andrew Dunbar
Apr 12, 2022
There is often a misconception that financial planning is most useful for those nearing retirement or people who have assets, but the reality couldn’t be more different. In fact, studies…
How to plan your finances in your 20s
Andrew Dunbar
Apr 06, 2022
There is often a misconception that financial planning is most useful for those nearing retirement or for people who have significant assets, but this couldn’t be further from the truth….
Three factors that will shape the future of ethical investing
Michelle Heffernan
Feb 16, 2022
Ethical or responsible investing is growing rapidly in the Australian market. The Responsible Investment Association of Australia reports growth of $298 billion in 2020, with ethical investments now accounting for…
