The role of legal advice in financial planning
Dermot Reiter
Jun 24, 2025
Financial planning is about more than just numbers. It’s about living your best life and bringing your vision for the future to life. Integrating legal advice into the planning process…
Family Trusts and Disputes: Protecting Your Legacy
Dermot Reiter
Mar 21, 2025
The recent high-profile case involving the Murdoch family trust in the US is a stark reminder of the potential for family trust disputes to escalate dramatically. While the Murdoch case…
Avoiding common estate planning pitfalls
Jay
Mar 12, 2025
Estate planning is a crucial but often overlooked element of financial well-being. It’s about ensuring that your assets and loved ones are taken care of according to your wishes after…
Apt Wealth Partners introduces a comprehensive legal and financial services offering with the launch of Apt Wealth Legal Services
Andrew Dunbar
Feb 03, 2025
Melbourne, Australia – 1 February 2025 – Apt Wealth Partners has today announced a significant expansion of its service offerings with the introduction of Apt Wealth Legal Services. This new…
Managing risk in intergenerational wealth transfer
Preston Foster
Sep 05, 2024
By 2050, $3.5 trillion in wealth cultivated by the baby boomer generation will be passed on to their children and grandchildren. This has been labelled the ‘great wealth transfer’, and…
Three tips to financially survive a divorce.
Tim Conde
Apr 30, 2020
With isolation and social restrictions in place, many experts warn that we may see an increase in divorce, as relationships that were already strained break under the added pressure of…
