Financial Planning News and Insights

Diversification is always a consideration in portfolio design. The idea is simple: by spreading your investments across different assets, you reduce the impact of any one market or holding underperforming….

Christmas is the most wonderful time of year, but it can also be the most expensive. It’s common to enter January feeling like the celebrations were worth it, yet the…

When you’ve built substantial wealth, protecting it becomes just as important as growing it. As your wealth increases, so does your exposure to legal claims, business pressures, relationship breakdowns, concentrated…

We are pleased to share that Apt Wealth Partners has again been recognised in the Barron’s Top 150 Financial Advisers. In the 2025 national rankings, Andrew Dunbar was named number…

The end of the US tax year (31 December) is fast approaching. If you’re a US citizen living in Australia or an Australian living in the US, it’s essential you…

Divorce at any age is emotionally and financially challenging, but for those separating later in life – often called ’grey divorce‘ –  the implications can be particularly complex.  After decades…

Navigating aged care can be one of the most significant and emotional financial decisions for Australian families. With the new Aged Care Act 2024 coming into effect in 2025, there…

Cancer touches so many Australian families, and recent data shows just how widespread the impact is. While survival rates for many cancers continue to improve, the emotional, physical and financial…

Australia is a popular destination for UK expats for many reasons. But before you make the move, there are some important financial considerations you need to be aware of, or…

After months of consultation and public debate, the federal government has released major updates to the proposed Division 296 tax on superannuation. The changes aim to make the policy fairer…

Photo: Andrew Dunbar – CEO (left), James McGregor – Executive Chairman (right) At Apt Wealth Partners, our purpose has always been clear – to help you live for today while…

More than 4 million Australian homes now have rooftop solar, representing one in three homes across the country. The decision to install solar panels is often driven by environmental concerns…