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
Financial advice helps David and Caroline power Luke’s dreams
Staff Writer
Nov 02, 2022
We all have big dreams, but Luke Power’s might be bigger than most. The 17-year-old from Lysterfield in Victoria is aspiring to be an international motorbike road racing champion. And…
How can I protect my information online?
Mark Bardzinski
Oct 10, 2022
In today’s digital world, new threats seem to emerge daily. While it may not be possible to be across every new virus and scam or understand how they work in…
Apt Wealth Partners has been shortlisted for the ifa Excellence Awards 2022
Staff Writer
Oct 05, 2022
Apt Wealth Partners is excited to announce that it is a finalist in the ifa Excellence Awards 2022. This year, Apt has been shortlisted in the Self-Licensed Firm of the…
Big challenges for advisers from fallout from ‘peak regulation’
Staff Writer
Sep 25, 2022
This article was originally published in The Australian’s The Deal magazine. If you are a subscriber you can access the article here. What are the big challenges you have faced…
Doing more of what you love: 5 steps to align your values and your spending
Andrew Dunbar
Sep 21, 2022
When it comes to budgeting and financial planning, there is often a misconception that it is about imposing restrictions on your lifestyle. The reality couldn’t be more different; financial planning…
Ask an Adviser: Can I get a mortgage in Australia as an expat?
Matthew Baker
Sep 06, 2022
Whether you are an Australian living abroad or an expat living in Australia, there are some added complexities when it comes to getting a mortgage. The landscape for expat mortgages…
Personal insurance: The 3 questions everyone should be asking
APT Admin
Aug 25, 2022
It’s easy to see personal insurance as an unnecessary expense until you need it. However, an estimated 96% of Australians are underinsured when it comes to life insurance, which is…
Are you one of the estimated 50,000 Australians who will be eligible for the CSHC?
Rhett Pudney
Aug 02, 2022
On 27 July 2022, a bill was introduced into Parliament to establish higher income thresholds for the Commonwealth Seniors Health Card (CSHC), making it available to more self-funded retirees. The…
Ask an Adviser: What are bull and bear markets, and what do they mean for investors?
Sarah Gonzales
Jul 27, 2022
If you hold Australian or international shares, you’ve probably read a lot of headlines about the current ‘bear’ market. So we asked Apt Wealth Partners Chief Investment Officer, Sarah Gonzales,…
Navigating market volatility with ETFs
Stephanie Eckert
Jul 13, 2022
Apt Wealth Partners’ Chief Investment Officer Sarah Gonzales joined Livewire Markets’ latest episode of Buy Hold Sell to share her thoughts on navigating the current market volatility with ETFs. You…
ETFs insights for the new financial year
Stephanie Eckert
Jul 11, 2022
Last week Sarah Gonzales, Apt Wealth Partners’ Chief Investment Officer, joined Livewire Markets’ Buy Hold Sell to share some insights on exchange-traded funds as we enter the new financial year….
