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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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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.

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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.

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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.

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Supporting the community is a value we can all share

Andrew Dunbar

Sep 25, 2018

In business, it’s important to remember that we have the ability to support more than just our clients and our employees. We’re in a fortunate position, something I’m thankful for every day.

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Are Australian Expats prepared financially?

John Versace

Sep 18, 2018

Living and working overseas is on the bucket list for many of us. So when a job opportunity presents itself, you may find yourself jumping at the chance to live an expat lifestyle in a new country

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Is retiring overseas an option?

Andrew Dunbar

Sep 04, 2018

Retirement should be a time we all look forward to. But as it moves closer, the reality of how much money you need to maintain the lifestyle you desire can be daunting. For many, the rising cost of living in Australia is tempting them to pack their bags for locations like Thailand and Spain, where even the most modest of retirement funds can provide a luxurious lifestyle.

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The bots are coming…so what does it mean for you?

Andrew Dunbar

Aug 22, 2018

For the vast majority of us, interacting with the Internet is a daily part of our lives. Whether it’s checking investment performance, reading the latest news, or making an online purchase, it’s a core part of our day.

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Getting married debt-free

Andrew Dunbar

Aug 14, 2018

Getting married is an exciting time in your life. Now that you’ve found your partner for life and you’re engaged, it’s time to start planning the wedding. For many newly…

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YOLO spending habits of Gen Y: Can you have your cake and eat it too?

Andrew Dunbar

Aug 08, 2018

If there’s one generation today that is discussed at length, it’s Generation Y, more commonly known as ‘Millennials’. It’s a generation that has been thoroughly reviewed by the media and academia alike, with numerous theories around the opportunities and challenges facing this generation.

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Refresh your finances this financial year

Andrew Dunbar

Jul 31, 2018

When it comes to money, it is always worthwhile to make time to refresh your finances. Whether it is reviewing your goals, consolidating your super or reassessing your insurances, the start of the financial year provides the perfect time to get your finances sorted.

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How to manage a redundancy

Andrew Dunbar

Jul 24, 2018

Of all the areas in our lives, career is one of the biggest components. As our economy changes, technology and the digital era are rapidly changing the way we work.

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How virtual and augmented reality will change our lives

Andrew Dunbar

Jul 17, 2018

The terms ‘virtual reality’ (VR) and ‘augmented reality’ (AR) are technology terms that leave many intrigued. What started out as a bit of a gimmick for gamers around the world has taken on a very real significance in recent times. As technology platforms, they have the potential to change the way we live in many ways.

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