Apt Wealth Partners in Melbourne, Victoria, Australia | Financial service

Apt Wealth Partners

Locality: Melbourne, Victoria, Australia

Phone: +61 3 8779 5262

Address: Level 8, 360 Collins Street 3000 Melbourne, VIC, Australia

Website: https://aptwealth.com.au/

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• Financial service
• Financial planner
• Financial consultant

21.01.2022 Property ownership can be a great way to build wealth. However, if you’re an expat, property investments can be complex, and it pays to do your research. Whether you are considering keeping the former family home when you relocate or buying property as an investment, there are a few factors to weigh up when deciding whether it is the right move for you. #expat #expatlife #aptwealth https://aptwealth.com.au//tips-to-navigate-property-owner/

20.01.2022 It’s often said that money can’t buy happiness, but that’s not entirely true. Money invested and spent in the right areas can help you live a happier existence. Budgeting and having a financial plan doesn’t necessarily mean imposing restrictions on your lifestyle. It is about aligning your spending habits with your values so that you can actually do more of what you love. Here are a few simple steps to get you started. #values #livefortodayplanfortomorrow #financialplanning #aptwealth https://aptwealth.com.au//doing-more-of-what-you-love-5-s/

18.01.2022 **Webinar: Your guide to managing redundancy** Redundancy can be difficult emotionally and financially at any time, but right now, with high unemployment and the uncertainty of COVID-19, it can feel like an even bigger blow. If you have recently been made redundant or are facing the possibility in the near future, it can be a daunting experience but there are ways you can make your redundancy work for you. ... Join financial adviser, Andrew Dunbar, and career and leadership expert, Margot Andersen, for a free webinar to help guide you through managing your redundancy. This session will cover everything from managing the logistics of your departure, through to having a financial plan and landing your next role. Click on the link below to register: https://www.eventbrite.com.au/e/your-guide-to-managing-redu

17.01.2022 In a year when many of us couldn’t spend as much time with our friends and family as we would have liked, it might be the right time to shift the focus to what’s most important time together. Of course, gifts, food and social occasions will still play a part, but with so much financial uncertainty for many, here are our tips for a Merry Christmas without the financial burden. #christmas2020 #saving #financialplanning https://aptwealth.com.au//tips-to-control-your-spending-t/

12.01.2022 Congratulations to our very own Robert Greig for taking part in the Longest Day charity golf day, helping raise funds for the Cancer Council Australia. Rob and his team raised over $4,000 for a very worthy cause, completing four back-to-back rounds at Bayview Golf Club in Sydney and walking a little over 40,000 steps along the way! #charity #support #community #TheLongestDay#cancercouncil #aptwealth

11.01.2022 We are excited to announce Apt Wealth Partners has been named in the Financial Standard’s 50 most influential financial advisers in Australia. This award is a great recognition of the outstanding work undertaken by the entire Apt team. #FSPower50 https://www.financialstandard.com.au/fspower50

05.01.2022 We are pleased to announce Apt has merged with Unified Financial Services, a Melbourne-based financial advisory firm led by an award-winning financial adviser, Michelle Tate-Lovery. Michelle and her team share our approach to financial life planning and helping clients to live for today while planning for tomorrow. Click the link below to learn more #aptwealth #financialplanning https://aptwealth.com.au//advisory-firm-apt-wealth-partne/

04.01.2022 Wondering how you can get a foot on the property ladder? Visit our free property hub for your ultimate guide to becoming a property owner- from saving your deposit, accessing government grants, to repaying your mortgage. https://mailchi.mp/f6b883056e7a/propertyladder

03.01.2022 Meet Apt Wealth Partners Director, Andrew Dunbar and hear why Andrew decided to become a financial adviser and what he loves most about his role. https://www.youtube.com/watch?v=kH9kq_TvgQw

03.01.2022 Here is an interesting article from the ABC Australia on how Australians, with money in the bank, are dealing with the record low interest rates. Our own, Sarah Gonzales discusses alternative investment options that could help you make the most of your money in a low interest rate environment. https://www.abc.net.au//savings-accounts-interest/12823398