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
What is dollar-cost averaging, and should you use it?
Sarah Gonzales
Feb 03, 2022
Put simply, dollar-cost averaging is an investing term that describes the strategy of making incremental investments over time rather than investing all at once in a lump sum. The idea…
Six tips for setting meaningful long-term financial goals
Andrew Dunbar
Jan 28, 2022
Long-term financial goals are a critical part of any financial plan, and while achieving them can be decades into the future, meaningful goals should be used to guide your financial…
The cost of raising children in Australia
Andrew Dunbar
Jan 19, 2022
Whether you are thinking of starting a family, already have a baby on the way, or are in the throes of parenthood, just thinking about how much children cost to…
7 questions to ask yourself before buying a new car in 2022
Andrew Dunbar
Jan 13, 2022
While we all know that buying a car is not a good investment, for most of us, it’s a necessary expense. When it comes to the financial aspects, there are…
The key to achieving your goals in 2022
Andrew Dunbar
Jan 04, 2022
It’s that time of year again when many of us are thinking about what we want to achieve in the year ahead. Whether you set financial, career or lifestyle goals,…
Five common financial planning mistakes and how to avoid them
Andrew Dunbar
Dec 15, 2021
When it comes to managing our money, everyone is a little different, and, in our industry, we see a wide range of approaches. We also see the planning errors that…
Transferring a UK pension to Australia
John Versace
Dec 10, 2021
Living and working in the UK is a well-worn trail for Australians, and many UK residents choose to move to our sunny shores for the Australian lifestyle. Access to your…
Rent vs. buy: Is renting always a bad thing?
Matthew Dunbar
Dec 08, 2021
Trying to get on the property ladder today can feel like a losing game. Just as your deposit reaches a healthy point, prices continue to rise, and you need to…
Six ways you can support local businesses and communities this Christmas
Andrew Dunbar
Dec 02, 2021
During COVID-19, local businesses and organisations have faced a series of uphill battles, from lockdowns to travel restrictions and even staff shortages when reopening occurs. Unlike many large players, these…
Apt Wealth Partners named FPA Professional Practice of the Year 2021
Stephanie Eckert
Nov 19, 2021
Apt Wealth Partners is proud to announce it has been named Financial Planning Association (FPA) Professional Practice of the Year at the 2021 FPA Awards. Now in its ninth year,…
How to navigate finances with a new partner
Tracey Pace
Nov 10, 2021
Finances can be a complex topic to raise with a new partner, particularly for those relationships that start in our 30s, 40s and beyond, when one or both parties may…
