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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.

Apt Wealth Partners' Weekly Market Recap - here are some highlights of the week and what to expect for the week ahead: ...
19/10/2026

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



• The year-on-year US Consumer Price Index rose to 3.7%, higher than consensus expectations of 3.6%.

• Global research and advisory firm Gartner stated U$3.5 trillion of AI infrastructure is exposed to impairment by the end of 2030.



https://aptwealth.com.au/wp-content/uploads/2026/10/Apt-Weekly-Recap-20261016.pdf



We’re incredibly honoured to share that Apt Wealth Partners and Michelle Heffernan have been named finalists in the 2026...
18/10/2026

We’re incredibly honoured to share that Apt Wealth Partners and Michelle Heffernan have been named finalists in the 2026 Women in Finance Awards.

Financial Adviser of the Year – Michelle Heffernan
Wellness Program/Initiative of the Year – Apt Wealth Partners
Employer of the Year (SME) – Apt Wealth Partners

The Women in Finance Awards recognise the women shaping the future of Australia’s financial services and banking industry, and the firms backing them to do it.

Michelle is a Senior Financial Adviser and Partner at Apt. Her clients come to her at the moments that matter most, and she brings the same clarity and care to every one of those conversations. We’re thrilled to see her work acknowledged.

The other two recognitions belong to the whole team. They reflect the kind of workplace our people have built together, one where careers are supported through every life stage.

Congratulations to Michelle and to every finalist this year.

12/10/2026

Does an index fund actually diversify your portfolio?

Sarah Gonzales, our Chief Investment Officer, and Hugh Selby-Smith from Talaria are unpacking what you really own when you invest in an index, and where active investing fits alongside it.

Tomorrow, Tuesday 13 October.

Last chance to register. Join us live or register to receive the recording.

https://us02web.zoom.us/webinar/register/WN_wuD2JLtrRZe1YiNlMhnhow #/registration

Apt Wealth Partners' Weekly Market Recap - here are some highlights of the week and what to expect for the week ahead: •...
09/10/2026

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

• US 10-year and 30-year Treasury yields have both risen to 24-year highs.

• Firmus Grid Limited withdrew its initial public offering (IPO) due to a lack of demand. The IPO was originally set to be the biggest ASX float since 1997.



https://aptwealth.com.au/wp-content/uploads/2026/10/Apt-Weekly-Recap-20261009.pdf



Most people assume that once they have signed a valid will, their estate planning is done.When your financial life spans...
06/10/2026

Most people assume that once they have signed a valid will, their estate planning is done.

When your financial life spans Australia and the United States, the more relevant question is whether that will is likely to be recognised, interpreted and administered properly in every country where you hold assets.

Superannuation often sits outside the estate. Trusts follow their own rules. US estate tax can apply where Australian tax does not.

Our latest blog looks at what cross-border estate planning involves for US and Australian families, from one will or two, through to probate, beneficiaries and executor choice.

Read more: https://aptwealth.com.au/news/two-countries-one-estate-plan-cross-border-estate-planning-for-us-and-australian-wills/

Meet Matthew Baker, Senior Mortgage Adviser at Apt.Matt brings 20 years of experience across banking and finance, spanni...
05/10/2026

Meet Matthew Baker, Senior Mortgage Adviser at Apt.

Matt brings 20 years of experience across banking and finance, spanning both personal and business banking.

He holds a Diploma of Finance and Mortgage Broking Management, and is based in our Geelong office.

His customer-first mindset makes him the person to speak to if you're weighing up a property purchase or thinking about refinancing an existing arrangement.

Apt Wealth Partners' Weekly Market Recap - here are some highlights of the week and what to expect for the week ahead: •...
02/10/2026

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

• The leaders of frontier artificial intelligence (AI) companies have signed a safety accord to slow the pace of AI development.

• The Australian headline annual inflation rate rose to 4.0% in August, driven by petrol and building material costs.



https://aptwealth.com.au/wp-content/uploads/2026/10/Apt-Weekly-Recap-20261002.pdf



For globally mobile families, wealth rarely sits neatly within a single jurisdiction.Yet investment decisions are often ...
01/10/2026

For globally mobile families, wealth rarely sits neatly within a single jurisdiction.

Yet investment decisions are often made country by country and adviser by adviser, without considering how each piece fits the broader picture.

Each portfolio can look well diversified on its own. Viewed together, they can carry concentration, tax inefficiency and currency exposure nobody set out to hold.

Our latest blog looks at what changes when cross-border wealth is treated as a single globally integrated portfolio.

Read more: https://aptwealth.com.au/news/global-portfolios-unified-strategy-why-cross-border-wealth-management-matters/

Most investors assume an index fund means broad diversification. Hundreds of companies, spread across the world, nothing...
30/09/2026

Most investors assume an index fund means broad diversification. Hundreds of companies, spread across the world, nothing riding on any single name.

The reality is different.

Many major indexes are weighted by company size, so the biggest companies take the biggest share, and in a standard passive global allocation, roughly 64 cents in every dollar currently sits in US equities. That is not a neutral position. It is a concentrated one, tilted towards US large-cap growth and a narrow group of technology and AI names.

Our latest blog looks at what sits underneath the index label, where active management can genuinely add value and how investors can be more deliberate about where they take exposure.

Read more – https://aptwealth.com.au/news/index-vs-active-investing-is-your-portfolio-really-diversified/

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Level 8, 360 Collins Street
Melbourne, VIC
3000

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