Financial Planning News and Insights

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…

The Federal Budget 2026 landed on Tuesday night. Like most budgets, it rewards the people who look past the headlines. Before reacting, it helps to step back. Some announcements take…

The end of the financial year has a way of creeping up very quickly. One moment it’s April, and the next, 30 June is looming and you’re having to make…

If you’re under 55 and unable to access that UK pension yet, it’s easy to assume there’s nothing to do. The pension sits where it is, perhaps with an old…