Craig’s 20-year-old son wants to know how to start investing in shares. That’s where Paul Clitheroe comes in.
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.
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?
I clearly remember the moment I first picked up Buffett: The Making of an American Capitalist by Roger Lowenstein. It was December 1996, and the book set off a chain of events that led to me achieving many of my financial goals ahead of schedule.
Marion and her husband are nearing retirement age and he has no retirement savings. Should they use an inheritance to start a super fund for him?
Sandra is worried about retirement. What if the money runs out? She’s probably worrying for nothing, says Paul Clitheroe.
Next time friendly bank staff want to help you with your money, consider this: 75% of advice given to customers wasn’t in the client’s best interests, according to an ASIC review of the big four banks and AMP.
Helen owes $30,000 to Centrelink. Will the debt be wiped if she declares bankruptcy? Paul Clitheroe has the answer but it’s not the one Helen wants.