Apt Wealth Partners

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.

Complex financial situations deserve clear, considered guidance and the peace of mind that comes with knowing your famil...
18/06/2026

Complex financial situations deserve clear, considered guidance and the peace of mind that comes with knowing your family is in good hands.

Thank you, Nella, for your kind words and for trusting John Versace and the Apt Wealth team to help simplify what matters most. Making the complex feel manageable is at the heart of what we do.

Meet Frank D'Alesio, Senior Financial Planner at Apt.Based in Melbourne, Frank brings 14 years of advice experience to A...
15/06/2026

Meet Frank D'Alesio, Senior Financial Planner at Apt.

Based in Melbourne, Frank brings 14 years of advice experience to Apt, joining the Melbourne team in 2020. He is passionate about being part of his clients' journeys and is known for his contemporary approach, empowering clients with the choice, freedom and flexibility to live their best lives.

Frank holds a Bachelor of Business in Financial Planning from RMIT and is a Certified Financial Planner® with the Financial Advice Association Australia (FAAA).

Outside work, you'll find him watching soccer, at the cinema or spending time with family.

Apt Wealth Partners' Weekly Market Recap - here are some highlights of the week and what to expect for the week ahead: •...
12/06/2026

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

• Westpac has recorded a 20% fall in investor home loan applications since the Federal Budget was released.

• Australian consumer sentiment became even more deeply pessimistic in June, falling 2.9% to 80.6.



https://aptwealth.com.au/wp-content/uploads/2026/06/Apt-Weekly-Recap-20260612.pdf



30 June has a way of sneaking up on people.The clients who finish the year well aren't the ones scrambling in the last f...
10/06/2026

30 June has a way of sneaking up on people.

The clients who finish the year well aren't the ones scrambling in the last fortnight. They're the ones who reviewed contributions, capital gains, trust distributions and deductions while there was still time to act.

Our latest piece walks through eight areas worth checking before the financial year closes, from carry-forward super contributions to prepaying deductible expenses and getting trust resolutions properly documented.

A small amount of planning now can shape a much stronger start to FY26.

Read the full article: aptwealth.com.au/news/tax-tips-25-26/

Apt Wealth Partners' Weekly Market Recap - here are some highlights of the week and what to expect for the week ahead: •...
05/06/2026

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

• The Fair Work Commission has ruled that the minimum wage will be raised by 4.75% from July.

• The Australian economy grew by 0.3% in the March quarter and 2.5% over the last year.



https://aptwealth.com.au/wp-content/uploads/2026/06/Apt-Weekly-Recap-20260605.pdf



Our rescheduled UK expat webinar is almost here. UK expats moving to Australia often face complex decisions when it come...
05/06/2026

Our rescheduled UK expat webinar is almost here. UK expats moving to Australia often face complex decisions when it comes to pensions, investments and structuring wealth across two countries.

Join Toby Simpson and Tiffany Dawson from Apt Wealth Partners as they explore key planning considerations including managing UK pensions, common myths around transfers and why early planning matters.

📅 24 June 2026
🕕 6:00pm (AEST) / 9:00am (BST)
🎙️ Toby Simpson & Tiffany Dawson

Register now to secure your place.
us02web.zoom.us/webinar/register/WN_NlOK2vJqQK6YDKtLfq0ZAQ

Most families have a will somewhere. Far fewer have everything that actually needs to be in place.A comprehensive estate...
01/06/2026

Most families have a will somewhere. Far fewer have everything that actually needs to be in place.

A comprehensive estate plan goes well beyond a single document – it covers who makes decisions on your behalf, how your superannuation is distributed and whether your structures are set up to protect the people you care about.

Getting it right isn't just about preparing for later. It's about having clarity and confidence right now.

Read more: aptwealth.com.au/news/estate-planning-101/

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

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

There is still time to put smart strategies in place before 30 June. Join Matthew Dunbar and Robert Greig from the Apt W...
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

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

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