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The impact of the COVID-19 strain of the coronavirus, which first emerged in December last year, is being felt across the globe and as we move towards a potential declaration of a pandemic, the impact is only likely to increase. The primary concern is, of course, for our health but with most sectors declining across […]

The recent environmental disasters that have occurred across our country, from drought to fires and floods, have many Australians thinking about how they can have a positive impact on the environment. One way to contribute to a brighter future is through environmentally-sustainable investments, and it’s something we are regularly asked about. It’s a growing trend […]

We’re all familiar with the “gap year” concept, whereby school leavers take a break between school and tertiary study or work, but recently, we are seeing a rise in the mid-career “gap year”. More and more people are choosing to take a year away from their profession to travel, live abroad, volunteer, or follow a […]

Buy Now, Pay Later services are soaring in popularity. With almost 30% of Australian adults having one or more of these accounts, why is this new form of payment so popular? Known by some as the modern-day layby, or reverse layby, these services give you the ability to pay off items in instalments without being […]

Our Director, Andrew Dunbar CFP® is spreading the message of good advice, as the 2019 FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year Award recipient. See his 3 tips for aspiring professionals in FPA’s Money and Life.

Apt Wealth Partners, a national financial advisory firm, is pleased to announce the acquisition of Semaphore Private, a Melbourne-based financial advisory firm. Combining under the Apt Wealth Partners brand, the acquisition will bring together the firms shared transparent investment methodologies and client-focus.   “Semaphore Private is a well-regarded advisory firm and shares our personal approach […]

Sam currently assists Tracey Pace and Brett Rowe with the management and administration of their client portfolios. Sam has over 6 years’ experience within financial planning firms delivering high quality administration to planners and clients. He is currently studying Bachelor of Commerce.

Anthony Lee is a Financial Adviser with Apt Wealth. Anthony has been in the financial advice industry for a number of years, in advice support and client services roles, before joining Apt in 2019. He enjoys helping others take the complexity out of finances to enable them to focus on what’s most important in their lives, […]