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Whether it’s a family member, a colleague or a stranger on a Facebook group, ask for advice today and there are usually many people willing to give it. While it’s often well-meaning, rarely is it expert.  And that’s fine if you are asking for recommendations for local restaurants, but if it’s about something more serious […]

When we talk about financial goals and future planning with our clients, a common question or priority is about wealth transfer to beneficiaries. For many, it’s not only about ensuring that the transfer occurs efficiently, but also making sure that the money is managed effectively by those beneficiaries. You’ve spent considerable time and effort accumulating […]

We know that as wealth accumulates, so does the complexity of wealth management and wealth preservation. We work closely with you and your family to build, grow, and protect your wealth. And when you are ready, we will help you plan for its effective transfer to the next generation. Apt Private Capital has a long […]

While we all know that buying a car is not a good investment, for most of us, it’s a necessary expense. We are constantly asked about the financial aspects of car purchases, from finance options to new vs. used. As with any purchase, what’s right for you will depend on a number of factors, such […]

Linda is an experienced paraplanner, who has worked in the financial services industry for over 13 years. She is passionate about helping Apt Advisers to produce high-quality, clear and concise financial advice documents for their clients. Her qualifications include a Master of Arts and an Advanced Diploma of Financial Services.

As Administration Co-ordinator in our Sydney Office, Anthony is responsible for assisting the Client Service Managers with administration and implementation. Anthony has completed a Bachelor of Actuarial Studies and Commerce with majors in Finance and Financial Economics.

John has been working in the financial planning industry since 2005. He joined Apt Wealth in 2020, from a major bank, where he gained experience in all aspects of financial planning. He holds a Bachelor in Business and a Diploma and an Advanced Diploma in Financial Planning. He is currently studying to complete his Graduate […]

The economic impacts of COVID-19 have been felt by many Australian households, and if we look at the data, we see that working-age women are amongst the most impacted demographic.  There are several reasons for this, including the disproportionate representation of women in insecure employment, such as casual or freelance work, and the fact that […]

If you are an Australian expat who is living and working in the US or a US Expat in Australia, it’s quite possible that you hold significant retirement savings in both countries. Whether you plan to retire Down Under or in the States, it’s important to understand how these assets get treated between the two […]

Depending on your current life stage and financial goals, today’s low interest rates may be advantageous, but for those who are more reliant on cash, such as retirees, it can have a significant impact on income. Here are our top tips for making the most of your money in a low interest rate environment. Pay […]