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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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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…

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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…

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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…

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How to plan for a retirement sea change

Andrew Dunbar

May 28, 2019

Retirement is often described as the ‘golden years’, and that’s exactly what it should be. One thing that often crops up in retirement plans is moving out of the city…

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How your data can be used to save you time and money

Andrew Dunbar

May 21, 2019

It seems that in almost every customer service interaction today, online or in person, we are asked to sign up to a loyalty program, often with the incentive of an…

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Are the life and income protection insurances in your superannuation enough?

APT Admin

May 15, 2019

What would happen to your family if your income were to stop suddenly? What would be at risk; your house, your lifestyle, your children’s education? Of course, most of us…

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Cost of Living: Is it on the rise and what you can do to reduce your expenses

Andrew Dunbar

May 07, 2019

In the lead up to the Federal Election, one phrase keeps coming up again and again in political speeches and media reports: ‘cost of living pressures’. But are Australians really…

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First home opportunity? Has the price drop made it easier for first home buyers?

Andrew Dunbar

Apr 30, 2019

For many in our major cities, buying a first home has long seemed like an impossible dream. As the average house price soared into seven figures, in Sydney and Melbourne…

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ANZAC Day 2019

Andrew Dunbar

Apr 23, 2019

ANZAC Day: It’s one of the most important days on the Australian calendar, a day when we remember and honour our servicemen and women who’ve helped protect the wonderful country…

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Risky living: How to make sure a lifestyle purchase doesn’t sink your finances

Andrew Dunbar

Apr 15, 2019

We all love a luxury purchase. In affluent countries like ours, there are plenty of people that find exotic ways to spend their money on living the lifestyle they want….

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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…

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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…

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