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Ever notice yourself spending more time on trivial decisions than you do on the significant ones? You’re not alone. It’s often called ‘decision quicksand’, as these small decisions can seem to suck us in. Many of us can attest to this in our everyday lives. For example, if you totalled up all the time you’ve […]

When preparing for retirement, one of the common issues is matching lifestyle expenses with cash flow derived from investments. Financial priorities often change as people move into the retirement phase, such as more travel, car purchases, or funding education for grandchildren, requiring greater liquidity. For those heavily invested in illiquid assets, such as property, having […]

Having worked in the industry for over 16 years, I see the benefits of financial planning every day. I witness first-hand how it changes people’s lives, protects and supports them in difficult times, and helps them reach their financial and life goals. It’s one of the things I love about my job. Financial advice can […]

As Australia’s economic recovery forges ahead, the Australian property market remains a hot topic. For years we have been hearing that the bubble must burst, yet property prices in most of our major cities remain sky-high. COVID-19 hasn’t slowed the most popular markets, and in many cities and regions recent growth has been significant. So, […]

Join Jacqui Brauman from TBA Law and Harvey Bowlt, from Bowlt Commercial Lawyers for an informative webinar outlining legal risks to avoid and plan for in business.  The webinar will be held on Wednesday 11 August 2020 at 6:30pm and is free for Apt Wealth Partner clients.  Click here to register for the event.

Michelle is a Senior Financial Adviser. Michelle has over 13 years’ experience in Financial Planning. She is highly qualified with a Bachelor of Commerce, and holds the Advanced Diploma of Financial Planning, and the Certified Financial Planner® professional status with the Financial Planning Association of Australia (FPA). Michelle has a particular interest in responsible investing.

When you want to get fit, you’re likely to go to a personal trainer because you aren’t a fitness expert. Let’s face it; if you’re new to it, a gym can be daunting, and if you aren’t using the equipment correctly, you could be doing yourself more harm than good.  The same can be said […]

Apt Wealth Partners is excited to announce they are a finalist in the Women in Finance 2021 Awards. This year, Melita Daff and Daniela Durpetti have both been recognised for their great work and contribution to Apt, named finalists for Innovator of the Year and Administrator of the Year, respectively. Apt has also been shortlisted […]

Succession planning for the family farm can be highly complex and emotional. The retiring family members have likely invested significant time and money into the property, and it can be hard to let go. Disconnect between the wants and needs of adult children can also be substantial, particularly when there are on and off-farm kids. […]