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.
CATEGORIES
- All 437
- Aged Care 4
- Apt Wealth 37
- Budgeting 27
- Business Financial Planning 8
- Divorce 4
- Estate Planning 5
- Ethical Investing 10
- Expat Financial Planning 14
- Expat UK 8
- Expat USA 12
- Financial Planning 127
- Financial Planning for Medical Professionals 5
- Financial Planning for Women 2
- High Net Worth Investment & Asset Management 29
- Home Loans 14
- Inheritance 4
- Insurance & Wealth Protection 8
- Latest Planning Articles 45
- Property Financial Planning 16
- Redundancy 4
- Retirement Planning 15
- SMSF Self Managed Superannuation Fund 5
- Succession Planning & Wealth Transfer 4
- Superannuation & Investments 30
CATEGORIES
Why you should warn your loved ones away from ‘buy now, pay later’ services
Andrew Dunbar
Nov 25, 2020
It seems ‘buy now, pay later’ services are cropping up everywhere. Today, you can use these services for everything from retail purchases, like clothing or furniture, to dental care and…
The US Election Result: What it means for Australian investors
Sarah Gonzales
Nov 13, 2020
Many of us watched the US Election unfold with bated breath as we waited to hear whether the American public would re-elect President Trump or look to a new path…
How to manage assets and currency transfer as an expat
John Versace
Oct 22, 2020
Working with expats in many countries across the globe, we are frequently asked about the best way to manage transferring assets or large sums of money across borders. When and…
How to get started with your post-COVID financial plan
Andrew Dunbar
Oct 20, 2020
Financial downturns, like the one caused by COVID-19, are often touted as “once-in-a-generation” events. But the reality is that they can and likely will happen multiple times during your lifetime,…
One easy way to come up with your 2020 business idea
Melinda Livingstone
Oct 14, 2020
Here is a guest blog from Income Connection, a partner of Apt Wealth. What problems do people seek your advice about? Think about times when people have asked you for…
Apt Wealth Partners has been shortlisted for the ifa Excellence Awards 2020.
Staff Writer
Oct 13, 2020
Apt Wealth Partners has been named as a finalist in the ifa Excellence Awards for three categories: Self-Licensed Firm of the Year Industry Thought Leader of the Year Wellness Program/Initiative…
Don’t have a will? Here are four reasons you need one.
Andrew Dunbar
Oct 08, 2020
When was the last time you thought about your will? Many of us think about wills when there is a birth, death or marriage in the family, but few of…
How to actively manage your mortgage – and why you should.
Matthew Baker
Sep 30, 2020
How long ago did you take out your home loan? Since then, how often have you talked to your lender or broker? If you haven’t kept in touch, you are…
How to better manage your debt
Andrew Dunbar
Sep 23, 2020
The average Australian household holds $183,900 of debt, the second highest household debt-level in the world. As we continue to face the economic impacts of COVID-19 and experience our first…
Why you shouldn’t take financial advice from friends, family or the internet
Andrew Dunbar
Sep 15, 2020
Whether it’s a family member, a colleague or a stranger on a Facebook group, ask for advice today and there are usually many people willing to give it. While it’s…
How do I ensure my wealth will effectively transfer to my beneficiaries?
Andrew Dunbar
Sep 08, 2020
When we talk about financial goals and future planning with our clients, a common question or priority is about wealth transfer to beneficiaries. For many, it’s not only about ensuring…
