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
How to create a robust financial plan
Andrew Dunbar
Jul 01, 2024
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…
Financial empowerment remains critical for all Australians
Lisa Haley
Jun 04, 2024
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…
Tax tips for End of Financial Year 2023/24
Andrew Dunbar
Jun 03, 2024
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. …
Apt Wealth Partners recognised as a 2024 AFR Boss Best Place to Work and Most Outstanding Practice – Diversity and Inclusion
Staff Writer
May 01, 2024
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…
End of financial year strategies to maximise your finances
Tammy Tan
May 01, 2024
With the end of the financial year approaching, it’s time to think about strategies to maximise your finances, particularly with the forthcoming tax cuts. Before we dive into strategies, here…
Planning for the cost of education in 2024
Andrew Dunbar
Apr 05, 2024
In Australia today, education is a hot topic. Independent and Catholic schools are becoming popular choices for more and more families. Of course, every child is different, and the type…
ANZAC Day 2024 – A Tribute to the Unseen Heroes: The Families of Australia’s Military
Andrew Dunbar
Apr 03, 2024
ANZAC Day is one of the most important days on the Australian calendar, a day when we remember and honour our servicemen and women who have helped protect the wonderful…
Tips to navigate property ownership for Australian expats
John Versace
Feb 13, 2024
Property ownership can be a great way to build wealth. However, if you’re an expat, property investments can be complex, and it pays to do your research. Whether you are…
Is home ownership the only way to get ahead?
Michael Brandt
Feb 12, 2024
Owning your own home on a quarter-acre block used to be the ‘Great Australian Dream’. But we have seen several shifts since the post-war years, from denser housing reshaping the…
Seven tips for fostering a healthy attitude to money in children and teens
Andrew Dunbar
Feb 06, 2024
Attitudes towards money are often shaped during childhood and will have a lasting impact, defining financial behaviours well into adulthood. Sometimes, this is copying behaviours, whether positive or negative, and…
Using an SMSF to purchase commercial premises for medical practitioners
David Maddock
Jan 16, 2024
As a medical practitioner and business owner, one of the key components of your financial journey is deciding whether to acquire or invest in commercial premises for your practice. In…
