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
COVID-19: Should I pause my mortgage repayments?
Matthew Baker
Apr 28, 2020
With at least one million Australians currently facing unemployment and many more of us in an uncertain financial position as a result of the COVID-19 pandemic, mortgage repayments are a…
ANZAC Day: Lessons for Today
Andrew Dunbar
Apr 23, 2020
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’ve helped protect the wonderful country…
Tips for maintaining corporate culture when working remotely
Andrew Dunbar
Apr 21, 2020
With the onset of the COVID-19 pandemic, many of us have been asked to make the shift to a virtual working environment with little or no notice. In this climate,…
Managing mental health during COVID-19
Andrew Dunbar
Apr 15, 2020
As we move through this period of uncertainty impacting so many aspects of our lives, from health to social connections, finances, and employment, managing mental health is a critical piece…
COVID-19: Tips for US citizens living in Australia
John Versace
Apr 15, 2020
The COVID-19 pandemic has caused significant disruption to economies and markets, with the flow-on effects impacting finances for many individuals. For those living overseas, it can be an even more…
What to consider before investing during COVID-19
Sarah Gonzales
Apr 08, 2020
A financial downturn, like the one we are experiencing as a result of COVID-19, can be a rollercoaster, as we ride daily market ups-and-downs. It can also be a time…
Why it’s important to have a good investment team in your corner during a crisis
Andrew Dunbar
Apr 08, 2020
When talking about our team, we often mention our advisers, and they do an amazing job, helping each and every one of our clients to achieve their financial goals. But…
COVID-19: Tips for Australian expats living in the US
John Versace
Apr 01, 2020
The COVID-19 pandemic has caused significant disruption to economies and markets, with the flow-on effects impacting finances for many individuals. For those living overseas, it can be an even more…
COVID-19: Should I access my super?
Andrew Dunbar
Mar 26, 2020
Last week, the Australian Government made temporary changes that enable some Australians to access up to $10,000 of their superannuation to help with the financial impacts of COVID-19. If you…
How to manage your budget and cashflow in a crisis
Andrew Dunbar
Mar 18, 2020
With the globe in the midst of the COVID-19 pandemic, many people are wondering about the financial impact on their household. Some may be concerned by the potential of lost…
What should you consider before you gift or loan a family member money?
Andrew Dunbar
Mar 10, 2020
When it comes to lending money to family, you want to tread lightly. It can be fraught with financial, legal, and emotional consequences for both you and the recipient, so…
