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
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…
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…
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…
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…
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…
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….
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…
