Financial Planning News and Insights

The past 12-18 months may have felt like a rollercoaster for investors. In March 2020, we saw markets respond quickly to the emerging pandemic, with investors selling and markets dipping….

Regardless of financial position or socio-economic status, we’ve all worried about finances at one point or another. And if you are under financial pressure at the moment, you’re not alone….

Apt Wealth Partners is excited to announce that it is a finalist in the ifa Excellence Awards 2021. This year, Senior Financial Adviser John Versace has been recognised for his…

Ever notice yourself spending more time on trivial decisions than you do on the significant ones? You’re not alone. It’s often called ‘decision quicksand’, as these small decisions can seem…

When preparing for retirement, one of the common issues is matching lifestyle expenses with cash flow derived from investments. Financial priorities often change as people move into the retirement phase,…

Having worked in the industry for over 16 years, I see the benefits of financial planning every day. I witness first-hand how it changes people’s lives, protects and supports them…

As Australia’s economic recovery forges ahead, the Australian property market remains a hot topic. For years we have been hearing that the bubble must burst, yet property prices in most…

Join Jacqui Brauman from TBA Law and Harvey Bowlt, from Bowlt Commercial Lawyers for an informative webinar outlining legal risks to avoid and plan for in business.  The webinar will…

When you want to get fit, you’re likely to go to a personal trainer because you aren’t a fitness expert. Let’s face it; if you’re new to it, a gym…

Apt Wealth Partners is excited to announce they are a finalist in the Women in Finance 2021 Awards. This year, Melita Daff and Daniela Durpetti have both been recognised for…

Succession planning for the family farm can be highly complex and emotional. The retiring family members have likely invested significant time and money into the property, and it can be…

As an executive, senior leader, board member or partner at a listed company, it’s likely that you hold some form of employee share plan. These shares may represent a significant…