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Coronavirus And Your Finances

Live for today, plan for tomorrow   Sounds like a simple statement right? It’s something we all strive for, a secure future without sacrificing what we want to do today. At Apt Wealth Partners, it’s the cornerstone of our financial planning focus. Our goal is provide financial planning and advice that helps you manage your […]

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COVID-19: Tips for Australian expats living in the US

The COVID-19 pandemic has caused significant disruption to economies and markets, with the flow-on effects impacting finances for many individuals. For those living overseas, it can be an even more stressful time; job and financial uncertainty is often tougher when we are away from home and our loved ones. For Australian expats, this crisis presents […]

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Structuring your super to weather financial storms

In 2008, the Global Financial Crisis (GFC) had a significant impact on retirement savings across the globe, and many thought it was a once-in-a-generation event, but as we have seen with COVID-19, financial downturns are a reality, and will likely happen multiple times during your lifetime. A panic mindset, like we are seeing now, can […]

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COVID-19: Should I access my super?

Last week, the Australian Government made temporary changes that enable some Australians to access up to $10,000 of their superannuation to help with the financial impacts of COVID-19. If you are eligible, you may be wondering whether you should make use of this arrangement. For many, it does make sense. However, there are a few […]

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How to manage your budget and cashflow in a crisis

With the globe in the midst of the COVID-19 pandemic, many people are wondering about the financial impact on their household. Some may be concerned by the potential of lost income, from casual cutbacks to reduced small business sales; for others, it’s simply about how to manage a budget when there are extra costs that […]

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Our People

Paul Saliba

Paul is a specialist investment management consultant and the external consultant member of the Apt Wealth Partners Investment Committee. Paul is the founder and managing director of Evolutionary Portfolio Services (a Corporate Authorised Representative of High Street Wealth Pty Ltd AFSL 514357). Paul holds a Bachelor of Economics, a Graduate Diploma in Applied Finance & Investment and a Diploma […]

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What should you consider before you gift or loan a family member money?

When it comes to lending money to family, you want to tread lightly. It can be fraught with financial, legal, and emotional consequences for both you and the recipient, so it’s important to go into any loan arrangement with both eyes open. The most common scenario we are asked about is lending money to children, […]

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