Financial Planning News and Insights

Retirement isn’t a finish line; it’s a new beginning – a phase of life where financial fitness is as critical as ever. So, it’s important that you consider not just…

Most of us have a cause or causes that are close to our hearts, but giving a substantial donation during our lifetimes can be challenging as we weigh it up…

For many general practitioners, owning a medical practice is alluring. The promise of autonomy, the appeal of potentially higher income and the opportunity to carve out a niche in a…

Saving for a rainy day is an oft-used colloquialism, but there’s a lot of truth behind it. We don’t know when that rain will come, so it’s essential to be…

Last year, Australians changed jobs at the highest rate in a decade, accelerating the trend of the mid-career switch: experienced professionals taking a new career path in their late 30s…

Offered in various forms, employee stock ownership plans (ESOP), stock options, restricted stock units (RSUs) and employee share purchase plans (ESPPs) offer opportunities to invest in the success you’re ultimately…

Living and working abroad offers both exciting opportunities and daunting challenges. As an expat, you’re not just packing your belongings; you’re also carrying your financial goals, obligations and dreams across…

As a nation, we love to travel. In fact, research house IBIS World is predicting our international travel will grow by a whopping 360.8% this year, equating to some 7.28…

Creating a robust financial plan is akin to building a roadmap for your future. It’s about understanding where you are, deciding where you want to go and then laying down…

Content warning: Family and domestic violence and elder abuse.   In Australia today, physical or sexual violence is experienced by 1 in 6 women and 1 in 18 men at…

As the end of the financial year approaches, it’s crucial to get your finances in order, put yourself in the best possible tax position and prepare for the year ahead. …

Media Release   1 May, 2024   Apt Wealth Partners recognised as a 2024 AFR Boss Best Place to Work and Most Outstanding Practice – Diversity and Inclusion Apt Wealth…