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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 a highly-recognised 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 […]

Apt Wealth Partners has been named as a finalist in the ifa Excellence Awards for three categories: Self-Licensed Firm of the Year Industry Thought Leader of the Year Wellness Program/Initiative of the Year The ifa Excellence Awards showcases the industry’s most prestigious accolades recognising excellence across the entire independent financial services industry. The awards pinpoint […]

When was the last time you thought about your will? Many of us think about wills when there is a birth, death or marriage in the family, but few of us think it at one of the most important times – when we start to accumulate significant assets. Whether it’s buying property, starting a business, […]

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 […]

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 […]