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
Ask the experts: What is the best way to save for my daughter’s education?
Staff Writer
Nov 21, 2019
Our Director and Senior Adviser Andrew Dunbar was featured on Canstar recently discussing the cost of and the best way to save for your child’s education. Read the story by clicking here.
How do you prepare financially to start a family?
Robert Greig
Nov 19, 2019
Starting a family is a major life event, and one many of us plan for in advance; thinking about everything from baby names to where and how we would like…
Stuck in the nest: Are adult kids living at home hurting you financially?
Andrew Dunbar
Nov 12, 2019
At a time when housing affordability and non-existent wage growth are both hot topics, it’s not surprising to see a trend of adult children living at home with their parents…
Making the most of your inheritance
Andrew Dunbar
Nov 11, 2019
An inheritance can be a life-changing event and is often a loved one’s way of continuing to play a role in your future when they are no longer around. Making…
Creating value: What should you expect from your adviser?
Andrew Dunbar
Nov 06, 2019
When it comes to your finances, picking the right adviser can make a world of difference. In the wake of the Royal Commission into the finance sector it’s certainly made…
3 tips for better cash flow management
Emily Lanciana
Oct 30, 2019
When looking at your finances, it is important to understand where you are spending your money. However, for many of us it can be the most challenging part. Many Australians…
Top 10 tips to saving money on travel
Andrew Dunbar
Oct 22, 2019
It’s the time of year where many of us are looking forward to some well-earned time off. As we head into the summer months taking a trip away is an…
Apt Wealth Director nominated for FPA CFP Professional of the Year
Staff Writer
Oct 18, 2019
It was announced yesterday that our very own Andrew Dunbar was shortlisted for The Financial Planning Association of Australia (FPA) CFP Professional of the Year award for 2019. To reach…
Should you switch lenders for your home loan?
Matthew Baker
Oct 14, 2019
With interest rates at an all-time low, property owners can now access some of the best home loan rates we have ever seen. This is encouraging many homeowners and property…
Apt Wealth team runs in the Melbourne Marathon to support Lungitude
Andrew Dunbar
Oct 14, 2019
Last weekend I joined a number of my Apt Wealth colleagues in running the Melbourne Marathon to raise funds for Lungitude. As I have written previously, I have a family…
How to plan for the emotional transition to retirement
Andrew Dunbar
Oct 03, 2019
Retirement is often talked about as the golden years, a time when we reap the rewards for our hard work and, in the lead up, it’s common to feel excited…
