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 […]

Apt Wealth Partners is excited to announce it is a finalist in the Women in Finance Awards Wellness Program Initiative of the Year. The Women in Finance Awards showcases the industry’s most prestigious accolades recognising excellence across the entire financial services industry. The finalist list, which was announced over several weeks beginning on 3 August […]

Since the introduction of EFTPOS in the 1980’s, we have been slowly moving towards a cashless society, and there is no denying that COVID-19 has accelerated this process. At the height of the pandemic, we saw many businesses switch to card-only payments as an additional hygiene measure. We also saw many banks increase contactless payment […]

Whether you’re an Australian living overseas, or an overseas national living in Australia, you face some unique challenges. From currency shifts, tax laws and regulations, to legislation around what assets you can purchase, there is much to consider. Having the right partner to help you navigate a path that maximises your finances is absolutely crucial. […]

No one likes a tax, but it’s fair to say that stamp duty is one of the most universally loathed. It was a tax that was essentially meant to be removed when the GST was introduced, but somehow, some 20 years later, it is still a major thorn in the side of property purchasers all […]