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Tips to navigate property ownership for Australian expats

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 […]

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Tips to control your spending this Christmas

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 […]

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Our People

Paul Egan

Paul has over 15 years of experience in lending and mortgage broking in both the UK and Australia. He holds a Diploma in Finance & Mortgage Broking Management and is a member of the Mortgage & Finance Association of Australia. Paul can assist with all types of lending, including residential home loans, commercial and business […]

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Our People

Jakob Ayres

As Administration Co-ordinator in Melbourne, Jakob assists the Client Service Managers with investment administration and implementation. Jakob has recently completed a Bachelor of Commerce with a major in Financial Planning. Before joining Apt, Jakob worked in hospitality, managing the operations for several venues.

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Why you should warn your loved ones away from ‘buy now, pay later’ services

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 […]

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The US Election Result: What it means for Australian investors

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 […]

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Award-winning firm

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

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Blog Article

How to manage assets and currency transfer as an expat

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, […]

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Blog Article

How to get started with your post-COVID financial plan

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 […]

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