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
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…
How to prepare to move a loved one into aged care
David Maddock
Nov 05, 2021
Whether it is for a parent, partner or other loved one, making decisions around aged care can be a highly emotional time. Here are our tips for managing the preparations….
What do changes to income protection mean for you?
APT Admin
Oct 28, 2021
The Australian Prudential Regulation Authority (APRA) recently reviewed personal income protection insurance to ensure it remains sustainable and affordable. As a result of this review, insurance policies issued after 1…
Retirement planning in a COVID world
Andrew Dunbar
Oct 20, 2021
There is no denying that our world has changed over the past 18+ months and many of these changes are likely to be enduring. The COVID-19 pandemic has touched almost…
The True Value of Financial Advice: A Compass for your Life Decisions
Andrew Dunbar
Oct 12, 2021
Worrying about money and financial decisions is something that affects every family, regardless of financial position or socio-economic status. And it can be stressful; the decisions we make today will…
