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Apt Wealth Partners

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Melbourne, VIC
Apt Wealth Partners

No matter where you are on your journey towards wealth creation and financial security, your Apt advisor be right there with you at every stage.

29/05/2026

Apt Wealth Partners' Weekly Market Recap - here are some highlights of the week and what to expect for the week ahead:
• The Reserve Bank of New Zealand (RBNZ) voted to keep the official cash rate unchanged at 2.25% after an initial 3-3 split vote.
Chairperson Anna Breman’s cast the deciding vote to break the deadlock.
• The Australian year-on-year headline inflation rate fell to 4.2% in April.

https://aptwealth.com.au/wp-content/uploads/2026/05/Apt-Weekly-Recap-20260529.pdf

28/05/2026

Tax planning is often reduced to last-minute deductions before 30 June. But the real value comes from thinking further ahead.

When tax decisions are aligned with your investment strategy, super and overall structure, they become part of a plan designed to support long-term outcomes.

Our latest blog explores how strategic tax planning goes beyond the basics.

Read more: https://aptwealth.com.au/news/strategic-tax-planning-beyond-the-basics/

26/05/2026

There is still time to put smart strategies in place before 30 June.

Join Matthew Dunbar and Robert Greig from the Apt Wealth Partners team as they walk through practical EOFY strategies across tax planning, superannuation, investments and more to help you finish the financial year in a stronger position.

📅 10 June 2026
🎙️ Matthew Dunbar, Head of Advice VIC & Senior Financial Adviser
Robert Greig, Head of Advice NSW & Senior Financial Adviser

Register now to secure your place:
https://us02web.zoom.us/webinar/register/WN_CifKf0SaTByfLKeSq045ow

22/05/2026

Apt Wealth Partners' Weekly Market Recap - here are some highlights of the week and what to expect for the week ahead:

• The US 30-year bond yield reached 5.19% this week, the highest level in 19 years.

• The Australian unemployment rate rose from 4.3% to 4.5% in April, despite a slight fall in the participation rate.

https://aptwealth.com.au/wp-content/uploads/2026/05/Apt-Weekly-Recap-20260522.pdf

21/05/2026

EOFY is approaching fast. Now is the time to review your tax position, super contributions, investments and estate planning before 30 June arrives. Strategic planning today can create greater confidence for the year ahead.

The most valuable EOFY strategies are rarely last-minute decisions. Taking action early gives you more flexibility, more clarity and more opportunity to make informed financial decisions before the financial year closes.

Read more:
https://aptwealth.com.au/news/eofy-2026-checklist/

19/05/2026

If you have a UK pension, waiting until 55 to start planning could limit your options.

Key decisions made well before you can access your pension – like how it’s structured, where it’s held and how it fits into your broader financial plan – can have a lasting impact.

The earlier you understand the rules and opportunities, the more control you have over your retirement outcomes.

If a UK pension is part of your strategy, it’s worth getting ahead of it.

Read more.
https://aptwealth.com.au/news/uk-pension-planning-before-55/

18/05/2026

Our recurring retirement webinar is built to give you clarity and confidence as you prepare for life after work. In this session, we’ll walk through the key steps to building a strong retirement plan, from income strategies and super considerations to making decisions that support your long-term lifestyle.

Join us on 28 May for practical insights to help you approach retirement with a clear plan and greater direction.

Can’t make it? Register and we’ll send you the recording.
https://us02web.zoom.us/webinar/register/WN_BynQi4f7RNG7IxaFY6puyQ

15/05/2026

Apt Wealth Partners' Weekly Market Recap - here are some highlights of the week and what to expect for the week ahead:

• Kevin Warsh has been confirmed by the Senate to succeed Jerome Powell as the next Chair of the Federal Reserve.

• The US Producer Price Index rose 6% year-on-year to April, a four-year high.

https://aptwealth.com.au/wp-content/uploads/2026/05/Apt-Weekly-Recap-20260515.pdf

14/05/2026

Meet Adam Bajcarz, Head of Portfolio Management and Partner at Apt.

Adam brings over 10 years of investment experience across public and private markets and plays a key role in portfolio construction and the management of our model portfolios and SMAs.

As a CFA Charterholder and member of the Investment Committee, he helps deliver insights that support confident, long-term financial decisions.

13/05/2026

Financial security used to be about having enough. Today it is about being prepared for what comes next.

Rising costs, higher interest rates and ongoing market volatility have changed the definition. True security now comes from flexibility, resilience and the ability to adapt when conditions shift.

Our latest blog explores the five pillars of modern financial security and what it takes to build a position that can hold up over time.

Read more.
https://aptwealth.com.au/news/the-new-definition-of-financial-security/

08/05/2026

Apt Wealth Partners' Weekly Market Recap - here are some highlights of the week and what to expect for the week ahead:

• Australia has recorded its first trade deficit in nine years with a seasonally adjusted deficit of $1,841m in March.

• The Reserve Bank of Australia (RBA) has raised the cash rate target to 4.35%.

https://aptwealth.com.au/wp-content/uploads/2026/05/Apt-Weekly-Recap-20260508.pdf

Address

Level 8, 360 Collins Street
Melbourne, VIC
3000

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm
Saturday	9am - 5pm
Sunday	9am - 5pm

Website

https://aptwealth.com.au/

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