Financial Planning

Accountant vs financial planner: which expert do you need?

So you need expert advice, but do you need a financial planner, an accountant or a financial counsellor? We explain just who does what.

What happens when divorcing parents put money before their kids

Two weeks after Charlie left his wife, Sarah, and their two children, Archie and Tom, he announced he wasn't paying private school fees anymore.

When financially bailing out your family backfires

Family members are quick to notice that if you are able to provide for yourself in retirement, you must have a stash of cash somewhere.

Three tips for navigating the upheaval of a grey divorce

Divorce in later life can have a devastating emotional and financial impact, here are some tips to help navigate the upheaval.

The money questions you need to ask when getting a divorce

Dangerous myths such as 'the woman always wins' or 'assets are split 50/50' are making it harder for divorcing couples to separate their finances.

The big mistake you need to avoid when contesting a will

Disputing a will was once something mainly rich people did. Not anymore. But don't contest a will assuming that the estate will pay your legal costs.

Ask Paul: Have I invested right in case I die at 65?

After losing several relatives, Matt needs someone to tell him that his family will be ok whatever happens. So what does Paul Clitheroe think of Matt's plan for his money?

Ask Paul: A financial planner lost me tens of thousands of dollars

In 2001, a financial planner ignored John's instructions and invested 40% of his wealth in US shares. Then September 11 happened.

Ask Paul: Can we cash out super to pay down the mortgage?

Alan and Deb still owe $459,000 on their house. Should they withdraw all of Alan's super when he turns 60 next year to help pay down the mortgage?

Former celebrity financial adviser Sam Henderson fined $10,000

Sam Henderson has avoided jail but been fined $10,000 after earlier pleading guilty to charges relating to dishonest conduct and defective disclosure to clients.
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