Financial Planning News and Insights

Here are our tips for creating healthy financial habits that won’t see you giving up everything you enjoy!

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry handed down its report on 4th February, and while there was much speculation about tighter lending criteria that…

In recent months, the decline of the Australian property market has been a hot topic, leading to much speculation about what the future holds. We have seen the property market…

Selecting the right investments is one of the most important components of any financial strategy. For US citizens living in Australia, this task is more challenging given the additional US tax consequences you will need to navigate. This article looks at the things you should consider.

Join Jacqui Brauman, wills and estate specialist at TBA Law, for an informative webinar outlining the estate planning process, important documents and tips on getting them right. The session will…

With 2019 already underway, many of us are thinking about how we are going to achieve our New Year’s resolutions. For many people, saving more money tops the list. If…

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…

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…

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?

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…

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!

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…