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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 […]

As more businesses commit to continuing work-from-home arrangements, we are seeing many people considering a sea or tree change.  Once a lifestyle limited to retirees or those with regional job opportunities, it’s now a very real possibility for many professionals. But rushing into a lifestyle change is rarely a good idea. As with any major […]

Many Australians who had planned to retire in the coming months are rethinking their options, as COVID-19 has changed the landscape for retirees. For some, it is a financial decision due to the impact on their superannuation or because they can’t exit their business due to the current market situation. For others, it is more […]

COVID-19 has many of us thinking about our health and our finances, and if you are serious about protecting yourself and your family, it’s a good time to review your personal insurances. It’s not the most pleasant topic, but it is an important one. An estimated 96% of Australians are underinsured when it comes to […]