Financial Planning News and Insights

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…

There is often a misconception that financial planning is most useful for those nearing retirement or people who have assets, but the reality couldn’t be more different. In fact, studies…

There is often a misconception that financial planning is most useful for those nearing retirement or for people who have significant assets, but this couldn’t be further from the truth….

Last night’s budget announcement proposed a number of measures to relieve pressures on household spending, particularly for families and low-income earners. Here is our wrap-up of the key initiatives. You…

As we come out of one of the most uncertain periods in living memory, many of us are evaluating what’s really important to us. For some, this has taken the…

The Apt Wealth Partners team is celebrating the achievements of multi-talented athlete, Paralympian and Apt Wealth client, Ian Gainey, who recently completed his 30th Melbourne Marathon in a specially designed…

Geopolitical risks arise when countries’ interests collide, from trade tensions to climate change policy conflict and, as we are seeing right now, military conflict. These events generate uncertainty in economies…

Recently, The Treasury Laws Amendment (Enhancing Superannuation for Australians and Helping Australian Businesses Invest) passed both houses of parliament and, following Royal Assent, will come into effect on 1 July…

Financial planning is often thought about in terms of the practical elements, such as investing, budgeting and saving, and these are of course, important aspects. But many people don’t realise…

Ethical or responsible investing is growing rapidly in the Australian market. The Responsible Investment Association of Australia reports growth of $298 billion in 2020, with ethical investments now accounting for…

If you have lived and worked abroad, you probably know that managing finances as an expat can be complex. You must navigate tax, investments and retirement savings in two jurisdictions…