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Blog Article

How to actively manage your mortgage – and why you should.

How long ago did you take out your home loan?  Since then, how often have you talked to your lender or broker?  If you haven’t kept in touch, you are not alone. Many Australians take a set-and-forget approach to their home loans without realising it can be a costly mistake. The reality is that, from […]

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How to better manage your debt

The average Australian household holds $183,900 of debt, the second highest household debt-level in the world.  As we continue to face the economic impacts of COVID-19 and experience our first recession since 1991, it’s important that we are all thinking about how to manage debt. High levels of debt are linked to not only financial […]

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Why you shouldn’t take financial advice from friends, family or the internet

Whether it’s a family member, a colleague or a stranger on a Facebook group, ask for advice today and there are usually many people willing to give it. While it’s often well-meaning, rarely is it expert.  And that’s fine if you are asking for recommendations for local restaurants, but if it’s about something more serious […]

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How do I ensure my wealth will effectively transfer to my beneficiaries?

When we talk about financial goals and future planning with our clients, a common question or priority is about wealth transfer to beneficiaries. For many, it’s not only about ensuring that the transfer occurs efficiently, but also making sure that the money is managed effectively by those beneficiaries. You’ve spent considerable time and effort accumulating […]

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Blog Article

6 things to consider when buying a car

While we all know that buying a car is not a good investment, for most of us, it’s a necessary expense. We are constantly asked about the financial aspects of car purchases, from finance options to new vs. used. As with any purchase, what’s right for you will depend on a number of factors, such […]

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Our People

Anthony Yang

Anthony assists the firm with the management and administration of our client portfolios, including the Apt Wealth Partners Model Portfolios and Separately Managed Accounts. Anthony has completed a Bachelor of Actuarial Studies and Commerce with majors in Finance and Financial Economics.

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Our People

John McLaughlin

John has been working in the financial planning industry since 2005. He joined Apt Wealth in 2020, from a major bank, where he gained experience in all aspects of financial planning. He holds a Bachelor in Business and a Diploma and an Advanced Diploma in Financial Planning. He is currently studying to complete his Graduate […]

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Blog Article

Women and Finance: Tips to stay on track during COVID-19 and beyond

The economic impacts of COVID-19 have been felt by many Australian households, and if we look at the data, we see that working-age women are amongst the most impacted demographic.  There are several reasons for this, including the disproportionate representation of women in insecure employment, such as casual or freelance work, and the fact that […]

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Retirement Planning: Tips for Australian and US Expats

If you are an Australian expat who is living and working in the US or a US Expat in Australia, it’s quite possible that you hold significant retirement savings in both countries. Whether you plan to retire Down Under or in the States, it’s important to understand how these assets get treated between the two […]

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Making the most of your money in a low interest rate environment

Depending on your current life stage and financial goals, today’s low interest rates may be advantageous, but for those who are more reliant on cash, such as retirees, it can have a significant impact on income. Here are our top tips for making the most of your money in a low interest rate environment. Pay […]

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