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advice

168 results tagged advice:

How to find a financial adviser you can actually trust

The royal commission has made many Aussies cynical about getting financial advice. To be truly independent, a financial adviser needs to satisfy five conditions.

Ask Paul: Want to invest in shares or property – have they peaked?

Matt and his wife have $5000 a month to invest but with dual corrections on the horizon, are shares or property the better option?

The top five habits of highly successful investors

It's the small habits that give us the best chance of succeeding. So what are the five habits that will set you on the path of success in investing?

Ask Paul: I have $10k to invest in shares – where should I start?

Emma has $10,000 to start investing in shares but doesn't know where to start. That's where Paul Clitheroe comes in.

Ask Paul: Should we buy a $600k beach house to help us de-stress?

Lucy and her husband are keen to buy a beach house to help them relax and de-stress but Paul Clitheroe is worried the purchase could have the opposite effect.

Ask Paul: Where should I invest $1 million for adult kids?

James has $1 million in a term deposit that he would like to leave to his adult children. Where should he invest it? And does he need a trust?

Ask Paul: Can I get out of paying CGT and stamp duty?

Matt co-owns property with his parents and wants to buy them out without forking out for capital gains tax and without paying stamp duty again.

Ask Paul: We paid off the house, where to invest now?

Sharon and her husband have paid off their home in their 40s, so where should they invest the money that was going to mortgage repayments?

Ask Paul: We moved away for work and our house can’t be rented

With a house in no condition to be rented and a recent $150,000 inheritance, Michelle asks if she should pay off the mortgage early or invest in ETFs. Paul Clitheroe has a better idea.

Ask Paul: Should we cut our losses on our Perth investment property?

Erin and her husband own an investment property in Perth which is now worth less than they paid for it eight years ago. With rents falling, they ask Paul Clitheroe if it's time to cut their losses and sell.
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