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
Apt Wealth Partners shortlisted in the ifa Excellence Awards
Staff Writer
Jul 18, 2019
Apt Wealth Partners has been named as a finalist for Boutique Advice Firm of the Year in the ifa Excellence Awards 2019. Managing Director James McGregor said “We see this…
Behaviours can dictate your financial life
Matthew Dunbar
Jul 18, 2019
As everyone knows, it can be a whole lot easier to spend money than to save it. We all set goals in life, and often they involve our finances; buying…
Facebook Libra: Start of a new way or a fad that will pass?
Andrew Dunbar
Jul 10, 2019
There’s been plenty of noise lately around Facebook’s announcement that it’s entering the currency market with its newly branded Facebook Libra offering. It’s a move by Facebook to create an…
How you can buy happier time – and why you should
Andrew Dunbar
Jul 02, 2019
It’s a lament we have all had at one time or another: I wish I had more time for the good things in life. With the pace of life today…
Is ‘Acorns’ a good investment strategy?
Emily Lanciana
Jun 26, 2019
The rise of the micro-investment model, often referred to as Acorns after one of the early-to- market products in the space, has been swift. If you haven’t heard of it,…
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…
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…
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…
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…
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…
