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 investing for a sustainable future
Andrew Dunbar
Feb 25, 2020
The recent environmental disasters that have occurred across our country, from drought to fires and floods, have many Australians thinking about how they can have a positive impact on the…
Why a career ‘gap year’ can be a win for your finances
Andrew Dunbar
Feb 18, 2020
We’re all familiar with the “gap year” concept, whereby school leavers take a break between school and tertiary study or work, but recently, we are seeing a rise in the…
Avoid the Buy Now, Pay Later trend
Emily Lanciana
Feb 04, 2020
Buy Now, Pay Later services are soaring in popularity. With almost 30% of Australian adults having one or more of these accounts, why is this new form of payment so…
Three tips for aspiring CFP® professionals
Staff Writer
Feb 03, 2020
Our Director, Andrew Dunbar CFP® is spreading the message of good advice, as the 2019 FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year Award recipient. See his 3 tips for aspiring professionals…
Advisory firm Apt Wealth Partners acquires Semaphore Private
Staff Writer
Jan 27, 2020
Apt Wealth Partners, a national financial advisory firm, is pleased to announce the acquisition of Semaphore Private, a Melbourne-based financial advisory firm. Combining under the Apt Wealth Partners brand, the…
How to make room for giving this Christmas
Andrew Dunbar
Dec 17, 2019
Many of us will say we want to give back to the community at Christmas, but in December, as the shopping frenzy intensifies, the social calendar fills up, and we’re…
How to survive Christmas with your finances intact
Andrew Dunbar
Dec 09, 2019
The Christmas period is often referred to as the “silly season”, and for good reason. For many of us, it’s a time when work takes a backseat, and we focus…
Helping kids in need this Christmas
Andrew Dunbar
Dec 09, 2019
A big thank you to our clients, partners and staff who gave so generously to The Smith Family Giving Trees at the Apt Wealth Partners offices. The trees were overflowing…
Managing finances through illness
Andrew Dunbar
Dec 04, 2019
Finding out you or your partner are seriously ill or injured is a frightening time, and many other aspects of life must be put on hold as you focus on…
Andrew Dunbar wins FPA 2019 Financial Planner Professional of the Year Award
Staff Writer
Dec 03, 2019
Andrew Dunbar, Director and Senior Adviser at Apt Wealth Partners, was presented with the prestigious FPA CERTIFIED FINANCIAL PLANNER® Professional of the Year Award, at the FPA’s Professionals Congress held in Melbourne…
Saving vs. Investing: Five Steps to Make the Most of Your Money
Sarah Gonzales
Nov 26, 2019
When it comes to our finances, most of us want that safety net; to know we are setting ourselves up to live the lifestyle we want – whether that is…
