Financial Planning
ASIC freezes assets of financial adviser turned comedian
A former financial adviser turned stand-up comic has had his assets frozen and been barred from leaving the country after ripping off clients to the tune of $750,000.
Ask Paul: Should we lock in our mortgage rate again?
Staring down a repayment jump on his $800,000 loan when his fixed rate expires, Jonathan asks Paul Clitheroe if it's time to refix.
Ask Paul: Should we pay off mortgage with super?
Suzi and her husband have about $370,000 in super. Should they cash it out to pay off their $300,000 mortgage?
The financial advice changes that could save you money
The federal government is vowing to cut red tape and allow Aussies to access financial advice through their super fund in a massive shake-up of the industry.
ASIC bans couple over unlicensed financial services
ASIC has banned a former financial adviser and his wife from providing financial services after he took money from a dead client's account.
Ask Paul: How much can you gift without losing the pension?
Tanya's 82-year-old mother wants to give cash to her six adult children. How much can she give without risking her pension?
How to make financial advice more affordable
Regulations aimed at protecting consumers have contributed to making financial advice unaffordable for the average Australian.
Financial planning when your child has a disability
It's a worry that plagues most parents of children with disability: how can we make sure they will be cared for and provided for after we're gone?
Ask Paul: A financial planner sold off my dad’s portfolio without permission
Jen's elderly father had $100,000 invested in shares and managed funds, until a financial planner sold it off - without permission.
Friends With Money #36: Women and wealth
When it comes to financial matters, are women left behind when it comes to income, superannuation, and confidence in investing?
