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Semi-retirees worry about money more than most. In fact, as many as 1 in 5 Australians worry on a daily basis that they won’t have enough to retire. And it’s completely understandable – it’s a time of incredible change. For many, it’s the first time in their adult lives they won’t be bringing in an […]

Connie Yi is a Paraplanner within Apt Wealth’s in-house Compliance team. With more than half a decade’s experience as a paraplanner and remediation case assessor, Connie brings a wealth of knowledge and a deep understanding of the regulatory environment. She particularly enjoys working in the financial advice industry because she loves helping people build wealth and plan for […]

Recently, the Australian Government announced that it will be doubling the tax rates on superannuation earnings for those with AUD3M+ super balances in the 2025/26 tax year, which will see rates reach 30%. The announcement requires the introduction and passage of legislation through Parliament and is not yet law. Under the earnings calculation, the ATO […]

With a new year upon us, many of us are thinking about our goals and plans for the year ahead. If this is you, you may be setting financial goals, such as saving or investing more, or life goals, such as where you’ll live, work or travel in the year ahead. Regardless, almost all our […]

This article was originally published by Citywire Australia. If you have a Citywire Australia account you can access the article here. With an overweight in cash, the wealth manager is waiting for the right time to allocate to more risk assets later this year. The next six months will be quiet investment allocation-wise for Apt […]

Julia Robinson is a Client Service Manager at Apt Wealth Partners, where she assists with the implementation and ongoing administration of client portfolios. Julia joined Apt with a diverse career background, including almost a decade in the hospitality industry, bringing extensive experience in all aspects of customer service and client care. Julia holds a Diploma […]

Abbie Gellatly is Head of People and Culture at Apt Wealth Partners, where she is responsible for setting the direction and overseeing the implementation of Apt’s people strategy. Beginning her financial services career on the client side before moving to people and culture, Abbie has a unique understanding of the industry and the people within […]

VERSION: 1.2 ISSUE DATE: 1 MAY 2022 Authorised for distribution by Apt Wealth Partners Pty Ltd ABN 49 159 583 847 AFSL & ACL 436121   1 Overview The collection of personal information about individuals by organisations is governed by the Privacy Act 1988 (the Privacy Act) which contains the Australian Privacy Principles (APPs) for […]

When it comes to insurance, we’ve all heard those ‘horror’ stories of claims not being paid, leaving the beneficiary in the lurch at an already difficult time. It’s a ubiquitous concern and a question our advisers are frequently asked. So, we put the question to Apt Wealth Risk Specialist Adam Spilsted. Adam Spilsted: The short […]

It’s that time of year again when many of us are thinking about our plans for the year ahead, and that means setting goals. With so many new year’s resolutions falling by the wayside in February, it’s important to think about how you’ll be in it for the long haul. Here are our top tips […]