Michelle's husband has worked for himself most of his life, and is now nearing retirement age with just $35,000 in superannuation.
ask paul
348 results tagged ask paul:
Where is the best place for your savings, even if it's only a small amount? That's Sam's question for Paul Clitheroe.
Glenn is tempted by the promise of better returns on his super, he tells Paul Clitheroe, but not for a fee paid out of his balance and an ongoing percentage each month.
With the age pension their only income, how should Phil and his wife invest a $440,000 inheritance? And will they need to lodge tax returns?
"I think there is a clear discrimination issue here," Candice, a self-funded retiree who can't get approved for a credit card, tells Paul Clitheroe.
Sally's two siblings have 30-year-old shares in one company that are meant to be split among the three of them, she tells Paul Clitheroe.
Unable to buy property on her own, Andrea's best mate suggested they buy a house together. "He's a good bloke, we are just mates of 15 years, we're not a couple and we don't live together," she tells Paul Clitheroe.
Should Mary give her son the money to avoid stamp duty, she asks Paul Clitheroe, or put the property in her name and lose the part pension?
June owns her home and receives a full pension - what is the best reverse mortgage that won't see her slugged with huge fees?
"My mortgage lender (Firstmac) had a cyber incident that compromised my personal details ... I'm at the limits of my loan serviceability, so I don't think I could move to another lender," Ed tells Paul Clitheroe.
