Financial Planning Videos and Podcasts Series

UK expats often face a complex set of decisions when planning a move to Australia, particularly when it comes to pensions, investments and structuring their wealth across two jurisdictions. With…

As retirement gets closer, it can start to feel overwhelming. Many Australians worry they won’t have enough for the retirement they want, which often leads to putting things off altogether….

The end of financial year is one of the most important moments in your wealth calendar. With the right strategies in place before 30 June, the difference to your long-term…

With the Federal Budget announced on 12 May, it’s easy to get caught up in headlines and speculation. But what really matters is how it impacts your personal financial plan….

Division 296 is set to introduce a new layer of tax on super balances above $3 million — but what does it actually mean for you? In this webinar, we…

Building the retirement you want starts with having the right strategy – and for many Australians, a Self Managed Super Fund (SMSF) can be a powerful part of that plan….

In this exclusive webinar, Lisa Haley, Senior Financial Adviser at Apt Wealth Partners will unpack the new Aged Care Act, what’s changing, and what it means for your financial future. Whether you’re planning for your own care or supporting aging parents, this session will help you make informed decisions with confidence.

In the first episode of Apt with Money, Andrew Dunbar from Apt Wealth Partners discusses your Superannuation and what to consider in these financially uncertain times.

In this episode of Apt with Money, we tackle the massive topic of planning your retirement and try and answer the question: How much will I need to retire?

In this episode, we discuss the important steps people can take to help manage the financial and emotional impact of redundancy.

Hear from Apt Wealth Partners Senior Financial Adviser, John Versace and Margot Andersen, Founder of Insync Network Group, on how to create financial and career stability during your transition back to Australia.

Every action you take today affects your destination tomorrow. At Apt Wealth Partners, we help you navigate financial decisions so you can be confident you’re moving in the right direction, wherever life takes you.