7 common investment mistakes and how to avoid them
Sarah Gonzales
Feb 18, 2021
According to ASX data, 2020 saw an influx of first-time investors into the Australian share market, as uncertainty saw many looking for new ways to protect and grow their finances….
Tips and Trends for Investing Post-COVID19
Sarah Gonzales
May 19, 2020
As restrictions start to lift, many Australians are starting to think longer-term and there is growing optimism about the future. Many people are also thinking about their finances and how…
What to consider before investing during COVID-19
Sarah Gonzales
Apr 08, 2020
A financial downturn, like the one we are experiencing as a result of COVID-19, can be a rollercoaster, as we ride daily market ups-and-downs. It can also be a time…
Why it’s important to have a good investment team in your corner during a crisis
Andrew Dunbar
Apr 08, 2020
When talking about our team, we often mention our advisers, and they do an amazing job, helping each and every one of our clients to achieve their financial goals. But…
COVID-19: Should I access my super?
Andrew Dunbar
Mar 26, 2020
Last week, the Australian Government made temporary changes that enable some Australians to access up to $10,000 of their superannuation to help with the financial impacts of COVID-19. If you…
How should investors respond to coronavirus?
Sarah Gonzales
Mar 04, 2020
The impact of the COVID-19 strain of the coronavirus, which first emerged in December last year, is being felt across the globe and as we move towards a potential declaration…
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…
9 Tips for Healthy Financial Habits
Andrew Dunbar
Feb 20, 2019
Here are our tips for creating healthy financial habits that won’t see you giving up everything you enjoy!
How will the Royal Commission findings impact you?
Andrew Dunbar
Feb 14, 2019
The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry handed down its report on 4th February, and while there was much speculation about tighter lending criteria that…
What US citizens living in Australia need to know about superannuation
John Versace
Jan 07, 2019
Typically, superannuation provides a great low-tax investment environment to help save for your retirement. Unfortunately, superannuation is not covered under the tax treaty between Australia and the US. This makes…
For US citizens calling Australia home- navigating tax can be a challenge
John Versace
Nov 09, 2018
Australia has always been a popular place for US citizens to call home. Whether it be for career opportunities, following loved ones, or a change in lifestyle, thousands of US…
Is your financial future protected?
Andrew Dunbar
Nov 07, 2018
When planning finances and how to achieve financial independence, one of the biggest mistakes Australians make is assuming that they will have a healthy income over the course of their working life. But life is unpredictable, so what happens when injury or illness gets in the way?
