 Andrew Dunbar Chief Executive Officer, Apt Wealth Partners Pty Ltd
ANDREW DUNBAR | THURSDAY, 5 NOV 2026 APT Wealth Partners highlights the importance of distinguishing the unique financial freedom desires of each client. Read more PAGE: 1 |
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Australia's private credit industry has introduced new voluntary guidance aimed at strengthening lending practices, improving transparency and addressing regulatory concerns around investor protections.
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MUFG Retirement Solutions has expanded its partnership with InvestStream by acquiring a minority interest in technology provider.
Count makes 'largest' equity partnership acquisition
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Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
What people really want when they say 'financial freedom'
APT Wealth Partners highlights the importance of distinguishing the unique financial freedom desires of each client.
Private markets in Australian wealth management: Impressively diverse and a positive outlook
Australian wealth managers' appetite for private markets is growing as increased product varieties and better access continue to drive adoption.
Are weight-loss jabs creating a new advice opportunity?
Clients who lose weight and improve their health often overlook how the change impacts their retirement dynamics and insurance policies.
How technology is turning tax complexity into client clarity
What used to be a relatively simple back-of-the-envelope calculation is now much more challenging, Morningstar says.
