Financial Planning News and Insights

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…

Most of us have read or even heard first-hand about timeshare disasters, yet the industry remains a lucrative one; in Australia alone, it’s valued at around $600 million. So, is…

As a financial planner, I hear many reasons why people don’t think investing is right for them; from ‘I don’t have enough money’ through to ‘I don’t know where to…

It’s a sad reality today that many Australians are targeted by financial scams. It’s something that is often in the headlines and we hear countless warnings to be aware that…

There’s no denying that the financial planning industry is experiencing its fair share of challenges. From changes to education standards requiring some established planners to return to study or lose…

It wasn’t so long ago that the internet was restricted to your computer – you bought anti-virus software, and you were good to go. Today, so many devices from your…

Following on for our recent participation in the Melbourne Marathon, a number of our Sydney Apt team ran in last weekends City2Surf to again raise funds for Lungitude. Apt Wealth have…

Lately, I’ve noticed increasing buzz around early retirement strategies and so I read with interest a recent article on a couple who retired in their early thirties. It’s part of…

If you are thinking about buying a property, you are no doubt aware that lending criteria has recently tightened. And while this has happened for many good reasons, it can…

The US has always been a popular destination for Australian expats. Whether it be for career opportunities, following a loved one, or in search of a change in lifestyle, thousands…

In today’s market, it can be difficult to get a foot on the property ladder. Buying with a family member or friend can seem like a perfect solution, and we…

Apt Wealth Partners has been named as a finalist for Boutique Advice Firm of the Year in the ifa Excellence Awards 2019. Managing Director James McGregor said “We see this…