Financial Planning News and Insights

It’s a sad reality today that many Australians are targeted by financial scams. It’s something we’ve talked about before, but in the wake of the COVID-19 pandemic, it’s clear that…

This article was originally published in The Australian’s The Deal magazine. If you are a subscriber you can access the article here. Many of our leading financial planners ultimately became…

You might have noticed some buzz lately around something called Non-Fungible Tokens or NFTs, which are essentially a digital certificate of ownership for digital assets, such as images and video….

Many Aussies will obtain a green card or US citizenship to provide certainty that they can stay or return to the US at a later date. However, the United States…

Whether you are planning ahead for yourself or exploring options for a loved one, navigating Australia’s aged care system can be a minefield. Many are understandably feeling even more trepidation…

As the pandemic recedes, this Budget was always going to be an interesting one, and there was much speculation as to how the Morrison Government was going to address current…

When considering whether to get expert advice from a financial planner, the financial outcomes are the first thing many people consider. And rightly so. Recent research highlights that after just…

Estate planning is an important part of any financial plan, but when your assets are spread across multiple countries, it can be a little more complex.  Here is our guide…

The financial advisory firm ranked #4 on the Banking, Superannuation and Financial Services list Apt Wealth Partners has today been named on the 2021 AFR BOSS Best Places to Work…

ANZAC Day is one of the most important days on the Australian calendar, a day when we remember and honour our servicemen and women who have helped to protect the…

The terms ‘value’ and ‘growth’ refer to two fundamental approaches to investing. Value investing is essentially about purchasing shares in companies that appear to be undervalued based on their intrinsic…

When we talk about investment diversification, often people think about different asset classes or even different industries, but a critical one is geographical diversification.  Essentially, this is about ensuring you…