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Gladys assists Apt Wealth Partners with general administration duties and provides support for our Sydney, Melbourne, and Geelong offices. Gladys has worked in customer service and has completed a Bachelor of Tourism Management.

Giselle assists Apt Wealth Partners offices nationwide with general administration duties and support. Giselle previously worked in the travel industry and has completed a Bachelor’s degree in hotel and restaurant management.

The terms ‘value’ and ‘growth’ refer to two fundamental approaches to investing. Value investing is essentially about purchasing shares in companies that appear to be undervalued based on their intrinsic value, which is a measure of what an asset is perceived to be worth. A commonly used measure is price-to-earnings (PE) ratio.  These stocks tend […]

Tammy has worked in the financial services industry for over six years, specialising in paraplanning. She holds a number of qualifications, including a Bachelor of Commerce, Graduate Diploma of Financial Planning and the CPA (Certified Practising Accountant) designation.

When we talk about investment diversification, often people think about different asset classes or even different industries, but a critical one is geographical diversification.  Essentially, this is about ensuring you have assets in different countries and regions across the world to minimise your exposure to one market. It also enables you to gain exposure to […]

Divorce can be emotionally draining and stressful for everyone involved, but there is another layer of complexity for business owners. While it’s not a pleasant topic, particularly if your relationship is a happy one, the reality is that 1 in 3 marriages today end in divorce, so it’s critical to consider the what-ifs in your […]

COVID-19 has had a disproportionate impact on women for a number of reasons. For example, women are more likely to be employed in less stable forms of employment, like casual or part-time work. In many households, women also retain primary caring duties, something that came into stark focus as aged care, childcare and schools went […]

If you struggle to stay focused on long-term financial goals, such as saving for a big purchase or growing your superannuation, you’re not alone.  It’s a common problem and one of the key reasons is that most of us find it difficult to identify with who we will be in the future. What is future […]

Family relationships are complex and constantly changing. Whether it is your divorce or that of one of your children, a marriage breakdown changes dynamics. While you may maintain the most amicable of relationships with the other party, it’s important to ensure you have plans in place to protect your children’s financial future. Here are four […]

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. Investing for the first time can open up many opportunities, but there are some common mistakes to watch out for. In fact, some of the […]