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
6 tips to achieve your financial goals in a COVID-19 world
Tracey Pace
Mar 11, 2021
COVID-19 has had a disproportionate impact on women for a number of reasons. For example, women are more likely to be employed in less stable forms of employment, like casual…
Don’t stop thinking about tomorrow: How our vision of our future selves impacts our finances
Andrew Dunbar
Mar 03, 2021
If you struggle to stay focused on long-term financial goals, such as saving for a big purchase or growing your superannuation, you’re not alone. It’s a common problem and one…
Protecting your children’s inheritance from divorce
Preston Foster
Feb 25, 2021
Family relationships are complex and constantly changing. Whether it is your divorce or that of one of your children, a marriage breakdown changes dynamics. While you may maintain the most…
7 common investment mistakes and how to avoid them
Sarah Gonzales
Feb 18, 2021
According to ASX data, 2020 saw an influx of first-time investors into the Australian share market, as uncertainty saw many looking for new ways to protect and grow their finances….
GameStop: What happened and what can investors learn from it?
Sarah Gonzales
Feb 05, 2021
By now, you are probably aware of the controversy surrounding recent investment in GameStop, a US-based gaming retailer. In case you missed it, essentially retail investors on the Reddit chat…
Doing more of what you love: 5 steps to align your values and your spending
Andrew Dunbar
Feb 04, 2021
When it comes to budgeting and financial planning, there is often a misconception that it is about imposing restrictions on your lifestyle. The reality couldn’t be more different; financial planning…
3 Steps to Healthier Finances in 2021
Andrew Dunbar
Jan 29, 2021
With 2020, and hopefully the worst of COVID-19, in the rear-view mirror, many of us are thinking about our goals for the year ahead. And while there is still some…
How COVID-19 is changing our suburbs and regions
Andrew Dunbar
Jan 08, 2021
At the Apt 2020 End-of-Year event, attendees heard from author, demographer and commentator, Bernard Salt, on creating wealth in post-COVID Australia. Those who attended will no doubt agree that it…
Advisory firm Apt Wealth Partners merges with Unified Financial Services
Staff Writer
Dec 20, 2020
Apt Wealth Partners, a national financial advisory firm, is pleased to announce that it has merged with Unified Financial Services, a Melbourne-based financial advisory firm led by an award-winning financial…
Planning your 2021 finances? Don’t forget the people and communities who need us
Andrew Dunbar
Dec 17, 2020
COVID-19 has been challenging for many on the financial front, and our charities were not exempt. In fact, recent research has shown that 14% of Australian charities may be unviable…
Tips to navigate property ownership for Australian expats
APT Admin
Dec 10, 2020
Property ownership can be a great way to build wealth. However, if you’re an expat, property investments can be complex, and it pays to do your research. Whether you are…
