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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Women and Finance: Tips to stay on track during COVID-19 and beyond
Tracey Pace
Aug 24, 2020
The economic impacts of COVID-19 have been felt by many Australian households, and if we look at the data, we see that working-age women are amongst the most impacted demographic. …
Retirement Planning: Tips for Australian and US Expats
John Versace
Aug 21, 2020
If you are an Australian expat who is living and working in the US or a US Expat in Australia, it’s quite possible that you hold significant retirement savings in…
Making the most of your money in a low interest rate environment
Andrew Dunbar
Aug 13, 2020
Depending on your current life stage and financial goals, today’s low interest rates may be advantageous, but for those who are more reliant on cash, such as retirees, it can…
Apt Wealth Partners has been shortlisted for the Women in Finance Awards 2020
Staff Writer
Aug 06, 2020
Apt Wealth Partners is excited to announce it is a finalist in the Women in Finance Awards Wellness Program Initiative of the Year. The Women in Finance Awards showcases the…
Has COVID driven us to being a cashless society?
Andrew Dunbar
Aug 04, 2020
Since the introduction of EFTPOS in the 1980’s, we have been slowly moving towards a cashless society, and there is no denying that COVID-19 has accelerated this process. At the…
What could the abolishment of stamp duty mean for property purchases in 2020?
Sarah Gonzales
Jul 29, 2020
No one likes a tax, but it’s fair to say that stamp duty is one of the most universally loathed. It was a tax that was essentially meant to be…
Is now the perfect time for a sea or tree change?
Andrew Dunbar
Jul 22, 2020
As more businesses commit to continuing work-from-home arrangements, we are seeing many people considering a sea or tree change. Once a lifestyle limited to retirees or those with regional job…
Can you still retire in 2020?
Andrew Dunbar
Jul 17, 2020
Many Australians who had planned to retire in the coming months are rethinking their options, as COVID-19 has changed the landscape for retirees. For some, it is a financial decision…
Common personal insurance mistakes and how to avoid them
Adam Spilsted
Jul 14, 2020
COVID-19 has many of us thinking about our health and our finances, and if you are serious about protecting yourself and your family, it’s a good time to review your…
Helping your adult children and grandchildren with the financial impact of COVID-19
Andrew Dunbar
Jul 09, 2020
Many parents across Australia relish the opportunity to help their adult children and spend more time with the grandkids by providing childcare, but during COVID-19, much of this came to…
Aussies in the US: What to consider when building assets
John Versace
Jul 02, 2020
Determining where to build your assets and invest your money is a key decision for any expat. For Aussies living in the US, currency fluctuations and tax implications can have…
