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
What if tomorrow is that rainy day? Tips to future-proof your financial plan
Andrew Dunbar
Aug 02, 2024
Saving for a rainy day is an oft-used colloquialism, but there’s a lot of truth behind it. We don’t know when that rain will come, so it’s essential to be…
The mid-career switch: Financial planning for a career change
Lisa Haley
Jul 31, 2024
Last year, Australians changed jobs at the highest rate in a decade, accelerating the trend of the mid-career switch: experienced professionals taking a new career path in their late 30s…
What should expats consider when it comes to employee share schemes?
John Versace
Jul 29, 2024
Offered in various forms, employee stock ownership plans (ESOP), stock options, restricted stock units (RSUs) and employee share purchase plans (ESPPs) offer opportunities to invest in the success you’re ultimately…
Why you need a professional team in your corner as an expat
John Versace
Jul 23, 2024
Living and working abroad offers both exciting opportunities and daunting challenges. As an expat, you’re not just packing your belongings; you’re also carrying your financial goals, obligations and dreams across…
Ask an Adviser: How can I save when planning the trip of a lifetime?
Tracey Pace
Jul 01, 2024
As a nation, we love to travel. In fact, research house IBIS World is predicting our international travel will grow by a whopping 360.8% this year, equating to some 7.28…
How to create a robust financial plan
Andrew Dunbar
Jul 01, 2024
Creating a robust financial plan is akin to building a roadmap for your future. It’s about understanding where you are, deciding where you want to go and then laying down…
Financial empowerment remains critical for all Australians
Lisa Haley
Jun 04, 2024
Content warning: Family and domestic violence and elder abuse. In Australia today, physical or sexual violence is experienced by 1 in 6 women and 1 in 18 men at…
Tax tips for End of Financial Year 2023/24
Andrew Dunbar
Jun 03, 2024
As the end of the financial year approaches, it’s crucial to get your finances in order, put yourself in the best possible tax position and prepare for the year ahead. …
Apt Wealth Partners recognised as a 2024 AFR Boss Best Place to Work and Most Outstanding Practice – Diversity and Inclusion
Staff Writer
May 01, 2024
Media Release 1 May, 2024 Apt Wealth Partners recognised as a 2024 AFR Boss Best Place to Work and Most Outstanding Practice – Diversity and Inclusion Apt Wealth…
End of financial year strategies to maximise your finances
APT Admin
May 01, 2024
With the end of the financial year approaching, it’s time to think about strategies to maximise your finances, particularly with the forthcoming tax cuts. Before we dive into strategies, here…
Planning for the cost of education in 2024
Andrew Dunbar
Apr 05, 2024
In Australia today, education is a hot topic. Independent and Catholic schools are becoming popular choices for more and more families. Of course, every child is different, and the type…
