Financial Planning News and Insights

It’s the time of year where many of us are looking forward to some well-earned time off. As we head into the summer months taking a trip away is an…

It was announced yesterday that our very own Andrew Dunbar was shortlisted for The Financial Planning Association of Australia (FPA) CFP Professional of the Year award for 2019.  To reach…

With interest rates at an all-time low, property owners can now access some of the best home loan rates we have ever seen. This is encouraging many homeowners and property…

Last weekend I joined a number of my Apt Wealth colleagues in running the Melbourne Marathon to raise funds for Lungitude. As I have written previously, I have a family…

Retirement is often talked about as the golden years, a time when we reap the rewards for our hard work and, in the lead up, it’s common to feel excited…

Most of us have read or even heard first-hand about timeshare disasters, yet the industry remains a lucrative one; in Australia alone, it’s valued at around $600 million. So, is…

As a financial planner, I hear many reasons why people don’t think investing is right for them; from ‘I don’t have enough money’ through to ‘I don’t know where to…

It’s a sad reality today that many Australians are targeted by financial scams. It’s something that is often in the headlines and we hear countless warnings to be aware that…

There’s no denying that the financial planning industry is experiencing its fair share of challenges. From changes to education standards requiring some established planners to return to study or lose…

It wasn’t so long ago that the internet was restricted to your computer – you bought anti-virus software, and you were good to go. Today, so many devices from your…

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…

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…