Skip to main content
Home > Resources > News and Insights

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.

Contact Us

CATEGORIES

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….

Read more

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…

Read more

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…

Read more

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,…

Read more

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…

Read more

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…

Read more

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…

Read more

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…

Read more

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…

Read more

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…

Read more

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…

Read more

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…

Read more