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
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
APT Admin
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…
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…
