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In 2008, the Global Financial Crisis (GFC) had a significant impact on retirement savings across the globe, and many thought it was a once-in-a-generation event. But as we saw with COVID-19, financial downturns are a reality, and will likely happen multiple times during your lifetime. In today’s climate, as we weather higher global inflation and […]

Many of us want to make an impact through philanthropy, and if it’s one of your goals, it should be part of your financial plan. Our advisers are often asked about practical and structured approaches to giving back, and a private ancillary fund is an excellent option for those with the means to give back […]

This article was originally published in The Australian’s The Deal magazine. For Andrew Dunbar, the best parts of his job as a financial adviser are the human elements. A director and senior financial adviser at Apt Wealth Partners, the 41 year old says being able to support people at critical moments in their lives brings […]

Building on the continued success of its Expat Financial Planning Services, Apt Wealth Partners has recently ramped up its specialist service offering for UK expats.  Integrating existing expat advice business with its lead adviser and UK expert Toby Simpson, the service will support both Australian resident UK expats and Australians who live or have lived […]

Australia’s downsizer contribution scheme has gained notable attention as a strategy to boost retirement savings. But what exactly is it, and how does it impact Centrelink payments? We asked Apt Compliance Manager Tammy Tan to weigh in. What is the downsizer contribution? The downsizer contribution is a scheme introduced by the Australian government to assist […]

Most of us have a cause or causes that are close to our hearts, but giving a substantial donation during our lifetimes can be challenging as we weigh it up against our own financial security. There is, however, one time more of us will be able to make a sizeable donation – upon our deaths. […]

As an Australian living in Dubai, you may be wondering what your options are when it comes to investing any surplus cash. Of course, you have options to invest locally, but investing in shares and listed assets in Australia can be a great move. Here’s why. #1 A highly regulated system By investing in Australia, […]

Sean Andrews is a Client Services Associate at Apt Wealth Partners. He enjoys building relationships with clients and the opportunity to help them achieve their financial goals. Sean is currently completing a combined Bachelor of Commerce and Economics degree at UNSW. Outside of the office, Sean enjoys competing in national and international fencing competitions.

Aimee Telford is a Personal Mortgage Adviser at Apt Wealth Partners, with a diverse background in the building and novated lease industry. She is passionate about achieving amazing results for her clients and thinking outside the box. Aimee brings an understanding of the sensitivity around the biggest purchase in one’s life – a home or […]

As with most countries, there are restrictions on accessing social security outside the country, but they are not as onerous as you might think. US expats and Australians who have lived and worked in the US but are retiring in Australia may be entitled to US social security. This blog discusses qualification and application for […]