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
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…
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…
Apt presents: Empowering your retirement
Staff Writer
Nov 21, 2019
This week, Emily Lanciana from the Apt Wealth Melbourne team presented alongside our partner TBA Law a webinar session on helping women to empower their retirement through better managing their…
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…
