Financial Planning News and Insights

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….

Recently, I joined Insync Network Group’s Margot Andersen on her Boomeranging podcast to discuss current trends, pitfalls and common misconceptions when moving back to Australia. Moving home can take some…

Earlier this year, The Treasury Laws Amendment (Enhancing Superannuation for Australians and Helping Australian Businesses Invest) passed both houses of parliament and will come into effect on 1 July 2022. We asked…

For many Australians who are or want to live and work in the US, obtaining a Green Card is the ultimate goal. And it can certainly make life easier while…

In your early 60s, retirement is likely within reach and it’s time to be thinking about it at a microlevel. Planning for retirement should focus on planning your finances for…

You may hear your Australian friends talking about their financial strategies and wonder if you should be considering doing the same. However, if you are a US taxpayer living in…

With Labor expected to form a majority government following Saturday’s election results, many Australians are wondering what the change in government could mean for investment markets. We asked Sarah Gonzales,…

With the Reserve Bank of Australia increasing interest rates in May 2022 for the first time in a decade, many mortgage holders are considering whether to move to a fixed…

In your 50s, you’ll often experience significant shifts in your lifestyle, goals and values. While your career may remain important, as your life changes, you’ll likely be thinking about what’s…

In your 40s, you are more likely to have more debt and financial responsibility than at any other point in your life and it can be busy as a result….

No matter your life circumstances, navigating the financial aspects of a divorce can be challenging, particularly when emotions are running high. However, there can be several added layers of complexity…

ANZAC Day is one of the most important days on the Australian calendar, a day when we remember and honour our servicemen and women who’ve helped protect the wonderful country…