Financial Planning News and Insights
The latest news and views from Apt Wealth
From superannuation and retirement to investments and planning for life events and milestones, our team shares expert insights on common financial planning questions.
As always, please contact us for personalised advice that takes into account your circumstances and goals.
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CATEGORIES
Ask an Adviser: How much do I need to retire?
Andrew Dunbar
Sep 24, 2024
How much do I need to retire? It’s one of the most frequently asked retirement questions, and for good reason. Each person’s answer is entirely unique. Here, we talk to…
Managing risk in intergenerational wealth transfer
Preston Foster
Sep 05, 2024
By 2050, $3.5 trillion in wealth cultivated by the baby boomer generation will be passed on to their children and grandchildren. This has been labelled the ‘great wealth transfer’, and…
How to stay financially fit in retirement
Andrew Dunbar
Sep 03, 2024
Retirement isn’t a finish line; it’s a new beginning – a phase of life where financial fitness is as critical as ever. So, it’s important that you consider not just…
How to leave a lasting legacy with a charitable bequest
Andrew Dunbar
Sep 02, 2024
Most of us have a cause or causes that are close to our hearts, but giving a substantial donation during our lifetimes can be challenging as we weigh it up…
Is buying a medical practice right for me?
Warner Leung
Aug 05, 2024
For many general practitioners, owning a medical practice is alluring. The promise of autonomy, the appeal of potentially higher income and the opportunity to carve out a niche in a…
What if tomorrow is that rainy day? Tips to future-proof your financial plan
Andrew Dunbar
Aug 02, 2024
Saving for a rainy day is an oft-used colloquialism, but there’s a lot of truth behind it. We don’t know when that rain will come, so it’s essential to be…
The mid-career switch: Financial planning for a career change
Lisa Haley
Jul 31, 2024
Last year, Australians changed jobs at the highest rate in a decade, accelerating the trend of the mid-career switch: experienced professionals taking a new career path in their late 30s…
What should expats consider when it comes to employee share schemes?
John Versace
Jul 29, 2024
Offered in various forms, employee stock ownership plans (ESOP), stock options, restricted stock units (RSUs) and employee share purchase plans (ESPPs) offer opportunities to invest in the success you’re ultimately…
Why you need a professional team in your corner as an expat
John Versace
Jul 23, 2024
Living and working abroad offers both exciting opportunities and daunting challenges. As an expat, you’re not just packing your belongings; you’re also carrying your financial goals, obligations and dreams across…
Ask an Adviser: How can I save when planning the trip of a lifetime?
Tracey Pace
Jul 01, 2024
As a nation, we love to travel. In fact, research house IBIS World is predicting our international travel will grow by a whopping 360.8% this year, equating to some 7.28…
How to create a robust financial plan
Andrew Dunbar
Jul 01, 2024
Creating a robust financial plan is akin to building a roadmap for your future. It’s about understanding where you are, deciding where you want to go and then laying down…
