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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Apt Wealth Partners recognised as a 2021 AFR BOSS Best Place to Work
Staff Writer
Apr 20, 2021
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…

Remembering our frontline nurses this ANZAC day
Andrew Dunbar
Apr 20, 2021
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…

A guide to growth vs. value investing
Sarah Gonzales
Apr 14, 2021
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…

Why it’s important to have geographical diversification in your investments
Sarah Gonzales
Apr 09, 2021
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…

5 tips to safeguard your business from divorce
Preston Foster
Mar 19, 2021
Divorce can be emotionally draining and stressful for everyone involved, but there is another layer of complexity for business owners. While it’s not a pleasant topic, particularly if your relationship…

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…