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.
CATEGORIES
- All 461
- Aged Care 5
- Apt Wealth 39
- Budgeting 29
- Business Financial Planning 8
- Divorce 4
- Estate Planning 6
- Ethical Investing 10
- Expat Financial Planning 14
- Expat UK 9
- Expat USA 12
- Financial Planning 130
- Financial Planning for Medical Professionals 5
- Financial Planning for Women 3
- High Net Worth Investment & Asset Management 31
- Home Loans 14
- Inheritance 4
- Insurance & Wealth Protection 10
- Latest Planning Articles 45
- Legal services 1
- Property Financial Planning 16
- Redundancy 4
- Retirement Planning 19
- SMSF Self Managed Superannuation Fund 5
- Succession Planning & Wealth Transfer 4
- Superannuation & Investments 31
- Uncategorized 3
CATEGORIES
How do I transfer my UK pension to Australia?
Toby Simpson
Feb 20, 2025
Relocating from the UK to Australia presents an exciting new chapter full of opportunities. However, it also brings a set of financial considerations, especially regarding retirement planning and pension transfers….
Are you protected for the year ahead?
John McLaughlin
Feb 18, 2025
In an ever-changing world, ensuring adequate insurance coverage is not just prudent, it’s essential. As we step into a new year, it’s crucial to take a moment to evaluate your…
What does the new Aged Care Act mean for me?
Lisa Haley
Feb 11, 2025
Australia is on the brink of a significant transformation in aged care, with the introduction of the Aged Care Act 2024, set to come into effect on 1 July 2025….
The path to financial freedom
Jay
Feb 10, 2025
As we start a new year, many of us set goals to improve our financial health and steer towards the end goal of financial freedom. But what does financial freedom…
Apt Wealth Partners introduces a comprehensive legal and financial services offering with the launch of Apt Wealth Legal Services
Andrew Dunbar
Feb 03, 2025
Melbourne, Australia – 1 February 2025 – Apt Wealth Partners has today announced a significant expansion of its service offerings with the introduction of Apt Wealth Legal Services. This new…
The 2025 investment landscape
Sarah Gonzales
Jan 29, 2025
As Australian investors look toward 2025, the investment climate presents both emerging opportunities and significant challenges. The intertwining of global economic uncertainties, domestic policy changes and fluctuating interest rates shape…
Navigating healthcare costs in retirement
Andrew Dunbar
Jan 09, 2025
Retirement is all about enjoying life, but it’s also a time when spending and finances can change significantly. Many costs go down as you take a step back from work,…
What should you be considering in your financial plans for 2025? Here’s our guide for every age and career stage
Andrew Dunbar
Jan 06, 2025
When it comes to financial planning, many Australians automatically think of retirement. However, financial planning is about setting you up for success at every age. And in most cases, the…
How to survive Christmas with your finances intact
Andrew Dunbar
Dec 03, 2024
The Christmas period is often referred to as the “silly season”, and for good reason. For many of us, it’s a time when work takes a backseat, and we focus…
How to take the heat out of your power bill
Andrew Dunbar
Nov 26, 2024
As living costs continue to rise and energy prices skyrocket, bill shock is a real issue for many Australians. Heating and cooling appliances are among the biggest energy users, so…
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…
