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
What US citizens living in Australia need to know about superannuation
John Versace
Jan 07, 2019
Typically, superannuation provides a great low-tax investment environment to help save for your retirement. Unfortunately, superannuation is not covered under the tax treaty between Australia and the US. This makes…
The cost of raising children in Australia
Andrew Dunbar
Dec 12, 2018
Whether you are thinking of starting a family, already have a baby on the way, or are in the throes of parenthood, just thinking about how much children cost to…
Working longer: How our spending habits are changing
Andrew Dunbar
Dec 04, 2018
As we attempt to live happier, healthier, and ultimately, longer lives, one area that is often in the media is how our working lives need to adjust. It raises some interesting questions: If we’re living longer, how are our finances being impacted? And is it changing our overall spending habits in the years before retirement?
How to avoid over spending this Christmas
Andrew Dunbar
Nov 27, 2018
According to research from FINDER.COM Australians are set to spend $25 billion collectively on Christmas this year. This equates to $1,325 per person. With this much money being spent over…
Thanks for your support!
Andrew Dunbar
Nov 19, 2018
Recently we shared that I, alongside a number of my Apt colleagues, would be running in the Melbourne Marathon to raise funds for Lungitude. I am thrilled to share with you that this event raised over $20,000!
Financial stress: It doesn’t just affect your wallet
Andrew Dunbar
Nov 15, 2018
Most of us will face financial stress at some point in our lives. There is a multitude of reasons why money worries might happen, from a life-changing event such as…
For US citizens calling Australia home- navigating tax can be a challenge
John Versace
Nov 09, 2018
Australia has always been a popular place for US citizens to call home. Whether it be for career opportunities, following loved ones, or a change in lifestyle, thousands of US…
Is your financial future protected?
Andrew Dunbar
Nov 07, 2018
When planning finances and how to achieve financial independence, one of the biggest mistakes Australians make is assuming that they will have a healthy income over the course of their working life. But life is unpredictable, so what happens when injury or illness gets in the way?
Smart cities: How we live will change in the future
Andrew Dunbar
Oct 31, 2018
I recently read a report that I found interesting in terms of our future. This report, from McKinsey, outlined the future of our cities. It piqued my interest enough that I took a further look, and found a stat that made me take notice: By 2050, it’s predicted that 75% of the world’s population will live in a city. That’s a huge population shift.
Technology and productivity: Is one killing the other?
Andrew Dunbar
Oct 22, 2018
I recently read an article from the World Economic Forum, with the main theme being along the following lines: Is technology driving productivity, or is it actually stopping work? The case was made that technology, particularly in the office context, is not actually increasing productivity but is, in fact, an inhibitor to working effectively.
Protect yourself: Scams are on the rise
Andrew Dunbar
Oct 16, 2018
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 unscrupulous people could be after our hard-earned money.
The next technology revolution could be a game changer
Andrew Dunbar
Oct 03, 2018
Technology has the power to change our lives, often rapidly. We live in an age where it is already revolutionising the way we live in so many ways: Think about artificial intelligence (AI), augmented reality (AR), virtual reality (VR), the Internet of Things (IoT)…all of these terms have become commonplace.