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
Apt Wealth plans to deploy cash to small mid-caps, infrastructure
Staff Writer
Feb 20, 2023
This article was originally published by Citywire Australia. If you have a Citywire Australia account you can access the article here. With an overweight in cash, the wealth manager is…
Ask an Adviser: Which life and personal income insurers are the best at paying claims?
APT Admin
Jan 11, 2023
When it comes to insurance, we’ve all heard those ‘horror’ stories of claims not being paid, leaving the beneficiary in the lurch at an already difficult time. It’s a ubiquitous…
How to set meaningful New Year’s Resolutions
Andrew Dunbar
Jan 03, 2023
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…
Why it’s critical to ensure your adult children have the right insurance in place
APT Admin
Dec 06, 2022
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…
Why more happiness at work may be better for your finances than more money
Abbie Gellatly
Nov 23, 2022
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…
Intergenerational Wealth Transfer: 5 tips to navigate family dynamics
Preston Foster
Nov 07, 2022
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…
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…
