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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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….
Advice for expats moving home to Australia
John Versace
Jun 30, 2022
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…
Ask an Adviser: What will change with superannuation from 1 July 2022?
Rhett Pudney
Jun 28, 2022
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…
Returning to Australia with a US Green Card
John Versace
Jun 14, 2022
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…
How to plan your finances in your 60s and beyond
Andrew Dunbar
Jun 09, 2022
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…
Common Australian financial strategies that can complicate US taxes
John Versace
May 31, 2022
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…
Ask an Adviser: What could the change in government mean for investors?
Sarah Gonzales
May 26, 2022
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,…
