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While we all know that buying a car is not a good investment, for most of us, it’s a necessary expense. When it comes to the financial aspects, there are many things to consider, from finance options to new vs. used. Ultimately, what’s right for you will depend on many factors, including how long you […]

It’s that time of year again when many of us are thinking about what we want to achieve in the year ahead. Whether you set financial, career or lifestyle goals, it’s an immutable fact that money will play a role in achieving them. Unfortunately, many people set these goals in January only to have them […]

Choosing where to invest your money is a difficult decision and will depend on many factors, including your overall investment objectives, risk profile and the amount of time you have to invest. It’s therefore best to seek the advice of a qualified financial adviser who can help define your personal situation and identify the appropriate asset […]

Apt Wealth Partners is a privately-owned and award-winning national financial planning firm with offices in Sydney, Melbourne and Geelong. Our experienced financial planners work closely with our in-house Investment Team to manage over $2bn in funds for Australian families. Underpinned by our investment philosophy, we’ve been helping Australians live their best lives for over 30 […]

When it comes to managing our money, everyone is a little different, and, in our industry, we see a wide range of approaches. We also see the planning errors that prevent people from reaching their goals. So, whatever your approach to finances, here are five common mistakes and how to avoid them. #1 Procrastination Not […]

Living and working in the UK is a well-worn trail for Australians, and many UK residents choose to move to our sunny shores for the Australian lifestyle. Access to your UK pension fund in Australia is undoubtedly an important part of your retirement plans, but transferring funds isn’t always straightforward. Here’s what you need to […]

At Apt Wealth Partners, we believe financial planning is about more than money. As a financial planning firm, we want to help Australians live their best lives. We are committed to positively impacting the people we serve and the community around us. And while this is easy to say, it’s far more important to live […]

Trying to get on the property ladder today can feel like a losing game. Just as your deposit reaches a healthy point, prices continue to rise, and you need to save more to get a foothold. You’ve undoubtedly heard that ‘rent money is dead money’, but this isn’t necessarily true. If you aren’t in a […]

Joel is a Financial Advice Associate, assisting with the management and administration of client portfolios. Joel has completed a Bachelor of Commerce majoring in Economics and Finance.

During COVID-19, local businesses and organisations have faced a series of uphill battles, from lockdowns to travel restrictions and even staff shortages when reopening occurs. Unlike many large players, these businesses don’t have shareholders, they have individuals or families who own them. Your dollar doesn’t go towards increasing a share price, it goes towards putting […]