Financial Planning News and Insights

It’s that time of year again when many of us are thinking about our plans for the year ahead, and that means setting goals. With so many new year’s resolutions…

Underinsurance is a very real problem in Australia today, and it’s more prevalent amongst younger Australians. It’s not uncommon for people in their 20s, 30s, or even 40s to believe…

When it comes to your life plans and goals, there’s no denying that your income plays a significant part. So, in theory, it seems you should seek the highest possible…

Planning for intergenerational wealth transfer is rarely easy, not least because it involves family dynamics. But it’s also an area where you can’t put your head in the sand. So…

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…

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 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…

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…

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…

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…

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…

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…