Financial Planning News and Insights

The recent high-profile case involving the Murdoch family trust in the US is a stark reminder of the potential for family trust disputes to escalate dramatically. While the Murdoch case…

Estate planning is a crucial but often overlooked element of financial well-being. It’s about ensuring that your assets and loved ones are taken care of according to your wishes after…

What is a transition to retirement strategy? A transition to retirement strategy (TTR) is a stepping stone to retirement that allows you to reduce your work hours and supplement your…

Relocating from the UK to Australia presents an exciting new chapter full of opportunities. However, it also brings a set of financial considerations, especially regarding retirement planning and pension transfers….

In an ever-changing world, ensuring adequate insurance coverage is not just prudent, it’s essential. As we step into a new year, it’s crucial to take a moment to evaluate your…

Australia is on the brink of a significant transformation in aged care, with the introduction of the Aged Care Act 2024, set to come into effect on 1 July 2025….

As we start a new year, many of us set goals to improve our financial health and steer towards the end goal of financial freedom. But what does financial freedom…

Melbourne, Australia – 1 February 2025 – Apt Wealth Partners has today announced a significant expansion of its service offerings with the introduction of Apt Wealth Legal Services. This new…

As Australian investors look toward 2025, the investment climate presents both emerging opportunities and significant challenges. The intertwining of global economic uncertainties, domestic policy changes and fluctuating interest rates shape…

Retirement is all about enjoying life, but it’s also a time when spending and finances can change significantly. Many costs go down as you take a step back from work,…

When it comes to financial planning, many Australians automatically think of retirement. However, financial planning is about setting you up for success at every age. And in most cases, the…

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…