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 prepare your finances now for life after COVID-19
Andrew Dunbar
Jun 25, 2020
As restrictions start to lift and life begins to look a little more like it used to, it’s important to be prepared for changing financial goals and challenges. Many of…
Can I still retire overseas in a post-COVID world?
Andrew Dunbar
Jun 17, 2020
Between 2005 and 2018, the number of Australians retiring overseas increased dramatically, and it’s easy to see why. Countries like Thailand have much to offer retirees; not least of all…
How to protect yourself from scams
Andrew Dunbar
Jun 11, 2020
While we’ve certainly seen the best in our communities during COVID-19, we’ve also seen the other side of the coin – a rise in targeted COVID scams, designed to get…
Tips for Managing Redundancy
Andrew Dunbar
Jun 04, 2020
Redundancy can be difficult emotionally and financially at any time, but right now, with a tough employment market, it can feel like a bigger blow. If you have been made…
2020 Tax Tips
Andrew Dunbar
Jun 02, 2020
With almost all of us working from home in 2020, our tax deductions will look a little different this year. If you’re working from home as an employee, it’s important…
How to prepare for the move back to Australia
John Versace
May 29, 2020
Current circumstances have many expats thinking about whether it’s time to move home. Whenever you decide to make the move, it requires careful planning. We work with expats across the…
Why frugal is the new cool
Robert Greig
May 28, 2020
It’s likely that you or someone you know has been impacted financially by COVID-19; losing hours, taking a pay cut or even losing their job. For many, this has acted…
Is now the right time to buy property?
Sarah Gonzales
May 21, 2020
There has been a great deal of speculation in the media about the impact of coronavirus on the Australian property market. This was heightened recently, when the Commonwealth Bank announced…
Tips and Trends for Investing Post-COVID19
Sarah Gonzales
May 19, 2020
As restrictions start to lift, many Australians are starting to think longer-term and there is growing optimism about the future. Many people are also thinking about their finances and how…
More than business: how should business owners approach their finances during a crisis?
Preston Foster
May 12, 2020
For business owners, particularly those in smaller or family-owned companies, personal and business finances are often heavily intertwined. For many, COVID-19 has presented significant challenges; for others, there may have…
How to manage the lifestyle impact on retirement during COVID-19
Andrew Dunbar
May 07, 2020
As we all adjust to a new way of life under COVID-19 restrictions, many people are feeling the impact on not just their finances but their lifestyle. For retirees, this…