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COVID-19 has many of us thinking about our health and our finances, and if you are serious about protecting yourself and your family, it’s a good time to review your personal insurances. It’s not the most pleasant topic, but it is an important one. An estimated 96% of Australians are underinsured when it comes to […]

Many parents across Australia relish the opportunity to help their adult children and spend more time with the grandkids by providing childcare, but during COVID-19, much of this came to an abrupt halt. While some have returned to the previous level of caregiving, others have lingering health concerns or travel restrictions that continue to impact […]

Determining where to build your assets and invest your money is a key decision for any expat. For Aussies living in the US, currency fluctuations and tax implications can have a big impact on your return and can determine whether you achieve your financial goals. Here are our tips for navigating asset accumulation and investments […]

As restrictions start to lift and life begins to look a little more like it used to, it’s important to be prepared for changing financial goals and challenges. Many of us have experienced a reduction in income and changes to household expenditure during COVID-19, and this may change once again as we enter recovery. Now […]

Between 2005 and 2018, the number of Australians retiring overseas increased dramatically, and it’s easy to see why. Countries like Thailand have much to offer retirees; not least of all sunshine, a warm climate, and a beach lifestyle at a much lower cost of living than local coastal regions. But for many of us, COVID-19 […]

Apt with Money is our webinar series designed to look at how you use your finances to live the life you want. We cover topics such as retirement, superannuation, and investing, through to diving deeper into the factors around your money, such as the emotional transition to retirement.

While we’ve certainly seen the best in our communities during COVID-19, we’ve also seen the other side of the coin – a rise in targeted COVID scams, designed to get access to your data, and, ultimately, your cash. It’s important to know the signs of a scam and take steps to protect yourself and your […]

Redundancy can be difficult emotionally and financially at any time, but right now, with a tough employment market, it can feel like a bigger blow. If you have been made redundant during COVID-19, it’s important that you take steps to manage the financial and emotional impact. Here are our tips for managing a redundancy. #1 […]

With almost all of us working from home in 2020, our tax deductions will look a little different this year. If you’re working from home as an employee, it’s important to know what you can claim and understand your options to make sure you get it right. It’s also important to think about your tax […]