Financial Planning News and Insights

Apt Wealth Partners is pleased to announce the appointment of Sue Morris as Senior Financial Adviser, further strengthening the firm’s advice capability and commitment to delivering exceptional outcomes for clients across Australia. Based…

For most of us, giving is something we naturally do. We make donations to causes we care about and support the communities that matter most to us. What is often…

Splitting your time between the US and Australia is a decision many people make, whether for work, for family or for the life they want in retirement. It’s entirely achievable….

Many expat professionals spend years building wealth through diversified portfolios, superannuation, US retirement accounts and property. But when it’s time to map out their actual exposure, they’re genuinely surprised. Adding…

Australia is entering the largest intergenerational wealth transfer in its history. Over the coming decades, trillions of dollars in property, investments and business assets will move from one generation to…

Apt Wealth Partners has announced a merger with Acceptance Finance, further strengthening its position as a leading holistic advice firm in Australia. The merger brings together two firms aligned in…

Scams were once easy to identify. The poor grammar or too-good-to-be-true offer were the red flags that you could very easily spot. But these days it’s become more sophisticated.  Artificial…

After every Federal Budget, there’s a flurry of commentary about what’s changing, by how much and when. Beyond the headlines, you’re sitting there wondering how this will ultimately affect your…

There’s one thing that we consistently see lacking in women’s finances. And that’s confidence. Highly capable, intelligent women who completely underestimate themselves. Confidence and knowledge are not the same thing,…

With 30 June fast approaching, now is the time to make sure your tax planning is on track. A little proactive preparation now can go a long way – helping…

Key takeaways Estate planning is about far more than having a will Without a clear plan, outcomes may not reflect your intentions The right structures provide clarity, control and protection…

The final June push to maximise deductions before the end of the financial year is familiar to many. And yes, this can reduce your short-term tax bill. But over the…