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Property ownership can be a great way to build wealth. However, if you’re an expat, property investments can be complex, and it pays to do your research. Whether you are considering keeping the former family home when you relocate or buying property as an investment, there are a few factors to weigh up when deciding […]

With a recession upon us, and many Australians facing changed financial circumstances, Christmas this year may look a little different. In a year when many of us couldn’t spend as much time with our friends and family as we would have liked, it might be the right time to shift the focus to what’s most […]

Jakob Ayres is a Financial Adviser with Apt Wealth. Jakob joined Apt in 2020, his first role in the financial advice industry, drawn to it by his passion for helping others to thrive. He has spent three years supporting Apt advisers and working with our clients on his journey to becoming an adviser. He holds […]

It seems ‘buy now, pay later’ services are cropping up everywhere. Today, you can use these services for everything from retail purchases, like clothing or furniture, to dental care and even restaurant meals. On the surface, these services may seem relatively harmless – you take the items today and pay in smaller, more affordable instalments […]

Many of us watched the US Election unfold with bated breath as we waited to hear whether the American public would re-elect President Trump or look to a new path in light of increasing tensions globally and at home. Although events dragged on for some time after Election Day, once the results were in, the […]

We are proud to be an award-winning firm. Over the years our advisers have won, and we’ve been a finalist for many awards. Apt has been recognised for our employee wellness and diversity programs, thought leadership programs, and, of course, our advisory services.

Working with expats in many countries across the globe, we are frequently asked about the best way to manage transferring assets or large sums of money across borders. When and how you transfer your assets can have a significant impact on the financial outcome and transferring at the wrong time can severely erode your capital, […]

Financial downturns, like the one caused by COVID-19, are often touted as “once-in-a-generation” events. But the reality is that they can and likely will happen multiple times during your lifetime, so it’s a good idea to get yourself in a position to weather financial storms now. Today I want to talk about some of the […]

Here is a guest blog from Income Connection, a partner of Apt Wealth.  What problems do people seek your advice about? Think about times when people have asked you for help. What was it about? Is there a common theme? At work you might be the ‘go-to’ for certain types of questions – where you […]