Search Apt.

Underinsurance is a very real problem in Australia today, and it’s more prevalent amongst younger Australians. It’s not uncommon for people in their 20s, 30s, or even 40s to believe they are too young and/or healthy to need personal cover. However, the reality is that accident, injury, or illness can strike anyone, regardless of medical […]

When it comes to your life plans and goals, there’s no denying that your income plays a significant part. So, in theory, it seems you should seek the highest possible salary option when making career moves. But in reality, it’s a little more complex. It turns out that looking for a role that makes you […]

Planning for intergenerational wealth transfer is rarely easy, not least because it involves family dynamics. But it’s also an area where you can’t put your head in the sand. So today, I want to share some insights I’ve gained helping families navigate complex dynamics.  #1 Understand that family dynamics are always complex  Whether your plan […]

We all have big dreams, but Luke Power’s might be bigger than most. The 17-year-old from Lysterfield in Victoria is aspiring to be an international motorbike road racing champion. And he’s well on his way. With several national titles under his belt, Luke recently contested his first MotoAmerica Supersport Championship in the USA, achieving an […]

In today’s digital world, new threats seem to emerge daily. While it may not be possible to be across every new virus and scam or understand how they work in detail, there are a few basic steps everyone can take to protect their information online. #1 Use multi-factor authentication on all accounts Multi-factor authentication (MFA) […]

Apt Wealth Partners is excited to announce that it is a finalist in the ifa Excellence Awards 2022. This year, Apt has been shortlisted in the Self-Licensed Firm of the Year and Wellness Program/Initiative of the Year categories. James McGregor, Managing Director at Apt Wealth Partners said that he was extremely proud of the entire […]

This article was originally published in The Australian’s The Deal magazine. If you are a subscriber you can access the article here. What are the big challenges you have faced as an adviser this past year? We are likely at “peak regulation” in our industry, following the royal commission into banking and financial services. A […]

When it comes to budgeting and financial planning, there is often a misconception that it is about imposing restrictions on your lifestyle. The reality couldn’t be more different; financial planning and budgeting should be about aligning your spending habits with your values so that you can actually do more of what you love. It’s often […]

If you’re a Company Director, you must apply for a Director Identification Number (DIN) through the Australian Business Registry Services by 30 November 2022. Your DIN is a unique number used to identify you personally, rather than by your company, to help prevent the use of false or fraudulent director identities. It is a 15-digit […]