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Financial Planning Guides and Tools

Resources to help you on your financial journey

From how much you need to retire to moving home as an expat, our guides and tools help you navigate your finances and your goals.

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Market Watch March 2025

 

Mar 10, 2025

Dive into the latest market insights with this month’s Apt Market Watch Update. Gain valuable knowledge about recent stock market trends, sector performances, and global economic developments straight from the…

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Market Watch February 2025

 

Feb 10, 2025

Dive into the latest market insights with this month’s Apt Market Watch Update. Gain valuable knowledge about recent stock market trends, sector performances, and global economic developments straight from the…

Download here

Aptitude Summer 2024/25

 

Feb 06, 2025

Apt Wealth Partners – Quarterly News

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Market Watch January 2025

 

Jan 20, 2025

Dive into the latest market insights with this month’s Apt Market Watch Update. Gain valuable knowledge about recent stock market trends, sector performances, and global economic developments straight from the…

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Market Watch December 2024

 

Dec 12, 2024

Dive into the latest market insights with this month’s Apt Market Watch Update. Gain valuable knowledge about recent stock market trends, sector performances, and global economic developments straight from the…

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Market Watch November 2024

 

Nov 20, 2024

Dive into the latest market insights with this month’s Apt Market Watch Update. Gain valuable knowledge about recent stock market trends, sector performances, and global economic developments straight from the…

Download here

Market Watch October 2024

 

Oct 12, 2024

Dive into the latest market insights with this month’s Apt Market Watch Update. Gain valuable knowledge about recent stock market trends, sector performances, and global economic developments straight from the…

Download here

Aptitude Spring 2024

 

Oct 09, 2024

Apt Wealth Partners – Quarterly News

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Aptitude Winter 2024

 

Oct 09, 2024

Apt Wealth Partners – Quarterly News

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Moving Home: A guide for Australians living in the US

 

Oct 01, 2024

Moving home? Protecting your finances as a US/Australian expat can be challenging. But with a bit of planning, you can stay on track wherever life takes you.

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Market Watch July 2024

 

Sep 26, 2024

Dive into the latest market insights with this month’s Apt Market Watch Update. Gain valuable knowledge about recent stock market trends, sector performances, and global economic developments straight from the…

Download here

Market Watch August 2024

 

Sep 26, 2024

Dive into the latest market insights with this month’s Apt Market Watch Update. Gain valuable knowledge about recent stock market trends, sector performances, and global economic developments straight from the…

Download here