Financial Planning News and Insights

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…

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…