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: 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…
How should investors respond to coronavirus?
Sarah Gonzales
Mar 04, 2020
The impact of the COVID-19 strain of the coronavirus, which first emerged in December last year, is being felt across the globe and as we move towards a potential declaration…
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…
