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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The proposed dividend changes: Good policy or a cynical cash grab?
James McGregor
Mar 22, 2018
Last week, the Labor party introduced its proposed changes to the dividend franking system. For those of you who don’t know the history of dividend imputation, it was introduced by…

Buying your first home: Is it still achievable in our major cities?
Andrew Dunbar
Mar 12, 2018
In recent years we’ve seen an explosion in housing prices in our major cities, particularly in Sydney and Melbourne. It’s a well-worn subject, and one that has seen plenty of column inches across all media platforms.

Driverless and Electric? What’s the future of the car?
Andrew Dunbar
Mar 07, 2018
Considerations around buying a car, however, are one of the top questions we receive and it’s a common area of commentary from our analysts. It’s hard to see a future where there won’t be a ‘car’ so to speak, but what is clear is that with technology advancing at a rapid rate of knots, what we’ll be driving in the not too distant future is facing a dramatic change.

Money and travel: How to maximise your overseas holiday funds
Andrew Dunbar
Feb 22, 2018
We’re often asked about travel, particularly how you can best manage the financial aspects of it. So here are a few areas that I think you should look at to ensure you better manage your money when travelling.

Crash or Correction? Why we all need to remain calm about the market
Sarah Gonzales
Feb 14, 2018
With mixed reporting on the stock market drop over the last week, it is hard to know if we are preparing for another GFC or if it is a storm in a teacup. News outlets need to feed the 24 hour news cycle so it’s easy to understand the dramatic overtones, with many channels providing minute-to-minute updates on stock movements. The question is: Is it just hype or something bigger that we all need to brace for?