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Latest Planning Articles

Making the most of your inheritance

Andrew Dunbar

Nov 11, 2019

An inheritance can be a life-changing event and is often a loved one’s way of continuing to play a role in your future when they are no longer around. Making…

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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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How to plan for a retirement sea change

Andrew Dunbar

May 28, 2019

Retirement is often described as the ‘golden years’, and that’s exactly what it should be. One thing that often crops up in retirement plans is moving out of the city…

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Are the life and income protection insurances in your superannuation enough?

APT Admin

May 15, 2019

What would happen to your family if your income were to stop suddenly? What would be at risk; your house, your lifestyle, your children’s education? Of course, most of us…

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First home opportunity? Has the price drop made it easier for first home buyers?

Andrew Dunbar

Apr 30, 2019

For many in our major cities, buying a first home has long seemed like an impossible dream. As the average house price soared into seven figures, in Sydney and Melbourne…

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Is socially responsible investing an effective strategy?

Andrew Dunbar

Mar 28, 2019

Socially responsible investing, also known as ethical investing, is essentially about making an active choice to invest in options that align with your personal value system. Most of us would…

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Aged care: Planning can make all the difference

Steve Toniazzo

Mar 19, 2019

An emotive topic, aged care is something that most of us will need to consider in our lifetime. As our parents and grandparents reach an age where living without care…

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How to manage a redundancy

Andrew Dunbar

Jul 24, 2018

Of all the areas in our lives, career is one of the biggest components. As our economy changes, technology and the digital era are rapidly changing the way we work.

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Buying your first home: Is it still achievable in our major cities?

Andrew Dunbar

Mar 12, 2018

In recent years we’ve seen an explosion in housing prices in our major cities, particularly in Sydney and Melbourne. It’s a well-worn subject, and one that has seen plenty of column inches across all media platforms.

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