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Financial planners

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Mortgage moves.

I’m 36 with only $45k left on my mortgage. Should I pay it off early?

There’s the peace of mind and extra flexibility you gain through being mortgage free, and that has real value, even if it doesn’t show up on a spreadsheet.

  • Paul Benson

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Financial advice can be complex and confusing.

My super fund’s no help. So how do I choose a good financial advisor?

Your priority should be to find someone with whom you feel comfortable having open and frank discussions.

  • Paul Benson
Few owners have been able to negotiate a sale of their ageing building for redevelopment.

Why our $4.5 trillion super system needs ‘speed bumps’

It’s normally assumed that allowing people to move their money around quickly is a good thing. Recent collapses show how our super system is different.

  • Clancy Yeates
Amanda Smith (right) and her wife.

As a queer Australian, this is the ‘hidden tax’ I have to pay

While LGBTQ+ visibility, social acceptance and reproductive technology are better than ever, there’s more to equality than rights and representation.

  • Amanda Smith
Superannuation.

We pay our financial adviser $26,000 a year. Is that too much?

The larger your portfolio, the more you can expect to pay for financial advice. But do you really need it in the first place?

  • Paul Benson

We want to help our two children own property. Who can help us?

I can’t find any financial adviser who wants to help find a property for my children.

  • Noel Whittaker
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We all make choices as to the tasks we do ourselves, versus those that we pay someone else to do.

I’m five years out from retirement. Is it worth paying for financial advice?

We all face the problem of “you don’t know what you don’t know”.

  • Paul Benson
Australians are set to inherit a huge pool of money in the next 20 years.

Australians are set to inherit huge amounts of money. Here’s what to do with it

Financial experts warn against being tempted to rush out and spend an inheritance quickly.

  • Frances Howe
No need to pay out-of-pocket – you can get superannuation advice from your fund.

How to shore up your retirement without paying a cent

Our super may be all over the shop, but this little-known method can help you get sorted – without having to dip into your savings.

  • Nicole Pedersen-McKinnon
Affordable financial advice is getting harder to find

The advice gap: Why are we abandoning middle-class retirees?

While the government stalls and industry bodies argue, the people who actually need advice are still missing out. It’s time we stomped our feet.

  • Bec Wilson