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
Going Cashless: Is this the end of the banknote?
Andrew Dunbar
Apr 09, 2019
Australians are using less and less ‘real money’ in every facet of life; from the supermarket checkout to public transport and even the church collection plate. And while cashless payment…
How to make sure the weak Aussie Dollar doesn’t ruin your next vacation
Robert Greig
Apr 02, 2019
Australians love to travel. Whether it is the trip of a lifetime, a gap year in Europe, or a quick trip to Asia to soak up some sun, it seems…
Is socially responsible investing an effective strategy?
Andrew Dunbar
Mar 28, 2019
Socially responsible investing, also known as ethical investing, is essentially about making an active choice to invest in options that align with your personal value system. Most of us would…
How proposed changes to franking credits could impact your retirement savings
Andrew Dunbar
Mar 26, 2019
In an election year, there is always speculation about proposed policy changes and what they will mean for us. This year, the big issue for many Australians, particularly retirees and…
Aged care: Planning can make all the difference
Steve Toniazzo
Mar 19, 2019
An emotive topic, aged care is something that most of us will need to consider in our lifetime. As our parents and grandparents reach an age where living without care…
Is 2019 the right time to downsize?
Andrew Dunbar
Mar 04, 2019
With experts tipping the property market to drop further in 2019, many people are speculating about their next property move. For retirees, this speculation is often around downsizing, and with…
9 Tips for Healthy Financial Habits
Andrew Dunbar
Feb 20, 2019
Here are our tips for creating healthy financial habits that won’t see you giving up everything you enjoy!
How will the Royal Commission findings impact you?
Andrew Dunbar
Feb 14, 2019
The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry handed down its report on 4th February, and while there was much speculation about tighter lending criteria that…
Is 2019 the right time to purchase or sell your property?
Sarah Gonzales
Feb 06, 2019
In recent months, the decline of the Australian property market has been a hot topic, leading to much speculation about what the future holds. We have seen the property market…
For US citizens living in Australia, selecting the right investments can be challenging
John Versace
Jan 21, 2019
Selecting the right investments is one of the most important components of any financial strategy. For US citizens living in Australia, this task is more challenging given the additional US tax consequences you will need to navigate. This article looks at the things you should consider.
Estate planning and asset protection webinar 31 Jan 2019
Andrew Dunbar
Jan 16, 2019
Join Jacqui Brauman, wills and estate specialist at TBA Law, for an informative webinar outlining the estate planning process, important documents and tips on getting them right. The session will…
