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Moving between the US and Australia is a well-worn path for expats on both sides. Whichever way you’ve made the move, you’ve done so to enjoy a new lifestyle, so it’s important to make sure you’re living it. From investment tax traps to currency fluctuations, there are many pitfalls when it comes to your finances, […]

From investment tax traps to currency fluctuations, expats have many pitfalls to navigate when it comes to their finances. The expert Expat Financial Planners at Apt Wealth Partners can help you get and stay on track with your life and financial goals, wherever life takes you. Whether you’ve recently relocated, lived overseas for some time […]

Our Melbourne-based financial planners can partner with you to build a road map to your financial and life goals. A financial plan is about more than just numbers; it’s about setting you on a course to achieve your life goals – whatever they may be. And success looks different for everyone. That’s why your Apt […]

Miguel Lamvohee is an experienced financial planner with a passion for creating highly tailored plans to help his clients reach their unique financial and life goals. He also has extensive knowledge of risk insurance. Based in Melbourne, Victoria, Miguel has been in the advice industry for 12 years, including a 7-year stint at one of […]

Chelsea Jiang is a senior paraplanner, working within Apt’s Compliance team. With over 7 years in the financial advice industry, Chelsea uses her knowledge and skills to develop professional financial advice documents. She holds a Bachelor of Economics, a Master of Mass Communication and a Master of Financial Planning.

Worrying about money and financial decisions is something that affects every family, regardless of financial position or socio-economic status. And it can be stressful; the decisions we make today will impact us long-term and making them without a plan is a little like deciding how you will get to a destination without knowing where you […]

With many Australian expats deciding to return home throughout the pandemic, what to do with foreign pensions is becoming a hot topic. And it’s one that can be challenging to navigate, as it’s a highly complex area. Here, we look at what to do with foreign pensions once you’ve returned to our shores. #1 Determine […]

The past 12-18 months may have felt like a rollercoaster for investors. In March 2020, we saw markets respond quickly to the emerging pandemic, with investors selling and markets dipping. Today, despite continued restrictions here in Australia and to varying levels, across the globe, markets have recovered, many to pre-pandemic levels. As we enter a […]

Regardless of financial position or socio-economic status, we’ve all worried about finances at one point or another. And if you are under financial pressure at the moment, you’re not alone. A recent survey by financial comparison site Canstar, found that 95% of Australians are feeling financial stress right now. As lockdowns continue across much of […]

Complaints Apt Wealth Partners endeavours to provide its clients with the best advice and service at all times. If you are not satisfied with our services, then we encourage you to contact us. You can direct your complaint to your financial adviser in the first instance or, alternatively, you can use our complaint resolution process. […]