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.
CATEGORIES
- All 483
- Aged Care 5
- Apt Wealth 40
- Budgeting 29
- Business Financial Planning 8
- Divorce 4
- Estate Planning 8
- Ethical Investing 10
- Expat Financial Planning 15
- Expat UK 9
- Expat USA 12
- Financial Planning 134
- Financial Planning for Medical Professionals 6
- Financial Planning for Women 4
- High Net Worth Investment & Asset Management 32
- Home Loans 14
- Inheritance 5
- Insurance & Wealth Protection 11
- Latest Planning Articles 45
- Legal services 5
- Property Financial Planning 16
- Redundancy 4
- Retirement Planning 21
- SMSF Self Managed Superannuation Fund 5
- Succession Planning & Wealth Transfer 5
- Superannuation & Investments 32
- Uncategorized 4
CATEGORIES
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…
Credit card debt: How to avoid the credit trap
Matthew Dunbar
Jun 11, 2019
It has been said that Australians, in general, have a love affair with credit cards and with hundreds of options available, they can be an attractive way to pay. But…
Financial planning isn’t just about retirement
Robert Greig
Jun 04, 2019
In life there are plenty of ‘old wives tales’ that you’ll hear about. One we often come across is around financial planning: More specifically, that financial planning is only for…
