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Preserve and grow your wealth. Protect your legacy.   As wealth accumulates, so does the complexity of wealth management and wealth preservation. An Apt Private Capital Bespoke Strategy enables you to navigate this complexity to preserve and grow your wealth, and protect your legacy. Apt Private Capital has a long history of helping individuals, families […]

This article was originally published in The Australian’s The Deal magazine. If you are a subscriber you can access the article here. Many of our leading financial planners ultimately became advisers after spending their early careers doing something else, typically accounting or banking. Andrew Dunbar, a Director of Apt Wealth Partners, reckons he wanted to […]

You might have noticed some buzz lately around something called Non-Fungible Tokens or NFTs, which are essentially a digital certificate of ownership for digital assets, such as images and video. For some, NFTs might be an entirely new concept, but they have actually been around since 2014. They have become more widely recognised recently thanks […]

Many Aussies will obtain a green card or US citizenship to provide certainty that they can stay or return to the US at a later date. However, the United States is one of only two nations that impose taxes on their citizens regardless of where they permanently reside or hold their assets. So even if […]

Whether you are planning ahead for yourself or exploring options for a loved one, navigating Australia’s aged care system can be a minefield. Many are understandably feeling even more trepidation about the decision in the wake of the recent Royal Commission. At the end of the day, whether it is for a spouse, parent, or […]

As the pandemic recedes, this Budget was always going to be an interesting one, and there was much speculation as to how the Morrison Government was going to address current and future challenges. There are significant new measures and changes, some expected and some less so. Here’s a summary of what you need to know. […]

When considering whether to get expert advice from a financial planner, the financial outcomes are the first thing many people consider. And rightly so. Recent research highlights that after just 4-6 years of working with an adviser, advised clients accumulated an average of 60% more assets than non-advised clients. And after fifteen years, this grew […]

Estate planning is an important part of any financial plan, but when your assets are spread across multiple countries, it can be a little more complex.  Here is our guide to what to consider when preparing your estate plans as an expat. #1 Consider concurrent wills to avoid misinterpretation When it comes to the division […]

The financial advisory firm ranked #4 on the Banking, Superannuation and Financial Services list Apt Wealth Partners has today been named on the 2021 AFR BOSS Best Places to Work list, recognising its ongoing commitment to staff culture, wellbeing and engagement. The annual list recognises and ranks the best places to work in Australia and […]

ANZAC Day is one of the most important days on the Australian calendar, a day when we remember and honour our servicemen and women who have helped to protect the wonderful country and way of life we enjoy today. It’s a day to celebrate everyday Australian values – mateship, courage and sacrifice – values that […]