What is a personal finance coach and why do you need one? Blog Post
When you want to get fit, you’re likely to go to a personal trainer because you aren’t a fitness expert. Let’s face it; if you’re new to it, a gym…
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Apt Wealth Partners has been shortlisted for the Women in Finance Awards 2021 Blog Post
Apt Wealth Partners is excited to announce they are a finalist in the Women in Finance 2021 Awards. This year, Melita Daff and Daniela Durpetti have both been recognised for…
7 tips for successful farm succession planning Blog Post
Succession planning for the family farm can be highly complex and emotional. The retiring family members have likely invested significant time and money into the property, and it can be…
Managing Single Stock Risk and Employee Share Plans Blog Post
As an executive, senior leader, board member or partner at a listed company, it’s likely that you hold some form of employee share plan. These shares may represent a significant…
Stay vigilant: Scams on the rise during the pandemic Blog Post
It’s a sad reality today that many Australians are targeted by financial scams. It’s something we’ve talked about before, but in the wake of the COVID-19 pandemic, it’s clear that…
Top 100 Financial Advisers: Andrew Dunbar, Director, Apt Wealth Partners Blog Post
This article was originally published in The Australian’s The Deal magazine. If you are a subscriber you can access the article here. Many of our leading financial planners ultimately became…
Are NFTs an investment? Blog Post
You might have noticed some buzz lately around something called Non-Fungible Tokens or NFTs, which are essentially a digital certificate of ownership for digital assets, such as images and video….
Returning to Australia with US taxes Blog Post
Many Aussies will obtain a green card or US citizenship to provide certainty that they can stay or return to the US at a later date. However, the United States…
Three ways a financial adviser can help you navigate aged care Blog Post
Whether you are planning ahead for yourself or exploring options for a loved one, navigating Australia’s aged care system can be a minefield. Many are understandably feeling even more trepidation…
Budget 2021/2022: What you need to know Blog Post
As the pandemic recedes, this Budget was always going to be an interesting one, and there was much speculation as to how the Morrison Government was going to address current…
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