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advice

168 results tagged advice:

Ask Paul: Should we sell shares to buy our first home?

Jason and his wife have built a $150,000 share portfolio. They ask Paul Clitheroe if it's time to sell in order to buy their first home.

Ask Paul: We want to retire early on $140k a year

Bindi and her husband want to retire early - the sooner the better - to spend time with their young children, but they want an annual income of $140,000.

Ask Paul: My financial planner wasn’t much help – what next?

James recently saw a financial planner who wasn't much help. This makes Paul Clitheroe sad, as he reckons there is plenty James can do.

Ask the Experts: We gave up work in our 40s to sail the world

We want to make the most of our money to keep sailing the world in early retirement. Jody and her husband Ask the Experts.

How your small business can let customers pay by card

More of Sarah Morgan's clients are paying with card over cash. How can she offer these payment solutions without hiking her prices to cover fees?

Ask Paul: Should I risk my house deposit on shares?

Alice has $60,000 for her first home sitting in a high-interest savings account. She asks Paul Clitheroe if she would be better off investing the money.

‘We’re five years behind where we should be financially’

In their 30s with cash but no investments, Martin and Heidi say it's time to get serious with their finances. They turned to Ask the Experts for advice.

Ask Paul: Advice on how to start investing in shares?

Craig's 20-year-old son wants to know how to start investing in shares. That's where Paul Clitheroe comes in.

Ask Paul: We’re worth $1.5 million – how can we claim the pension?

Jimmy and his wife are worth more than $1.5 million. They ask Paul Clitheroe how they can offload assets in order to get the $1,348.40/fortnight aged pension.

Ask Paul: Loophole to let kids inherit my super tax-free?

Kevin has found a way to leave his super to his adult daughters without them being hit with a tax bill. So what does Paul Clitheroe think of the loophole?
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