Financial Planning News and Insights

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 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,…

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…

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….

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…

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…

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…

With many Australian expats deciding to return home throughout the pandemic, what to do with foreign pensions is becoming a hot topic. And it’s one that can be challenging to…

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…