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
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…
6 things to consider when buying a car
Andrew Dunbar
Sep 01, 2020
While we all know that buying a car is not a good investment, for most of us, it’s a necessary expense. We are constantly asked about the financial aspects of…
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…
