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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Andrew Dunbar
Aug 14, 2019
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…
Is FIRE the best approach to your money?
Andrew Dunbar
Aug 13, 2019
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…
Five things you should do before applying for a home loan
APT Admin
Jul 31, 2019
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…
Aussie expats in the USA: What you need to know
John Versace
Jul 25, 2019
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…
Investing together: Is buying property with family or friends a smart investment option?
Andrew Dunbar
Jul 24, 2019
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 shortlisted in the ifa Excellence Awards
Staff Writer
Jul 18, 2019
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…
Behaviours can dictate your financial life
Matthew Dunbar
Jul 18, 2019
As everyone knows, it can be a whole lot easier to spend money than to save it. We all set goals in life, and often they involve our finances; buying…
Facebook Libra: Start of a new way or a fad that will pass?
Andrew Dunbar
Jul 10, 2019
There’s been plenty of noise lately around Facebook’s announcement that it’s entering the currency market with its newly branded Facebook Libra offering. It’s a move by Facebook to create an…
How you can buy happier time – and why you should
Andrew Dunbar
Jul 02, 2019
It’s a lament we have all had at one time or another: I wish I had more time for the good things in life. With the pace of life today…
Is ‘Acorns’ a good investment strategy?
Emily Lanciana
Jun 26, 2019
The rise of the micro-investment model, often referred to as Acorns after one of the early-to- market products in the space, has been swift. If you haven’t heard of it,…
How to manage your finances in a changing world of work
Andrew Dunbar
Jun 18, 2019
There is no denying that the world of work is changing; contracting, casual work, flexible hours and working remotely are fast becoming the new normal in many industries. Technology is…
