This Month
Is it worth getting a Qantas home loan for the points?
It’s no good getting a ‘free’ one-way ticket to France but having no money to buy yourself a decent pain au chocolat.
- Penny Wise
March
Where Australia’s top investment bankers live
Privacy, prestige and access to the best schools in Sydney mean these suburbs are where deal makers call home.
- Aaron Weinman
What if the 1pc aren’t getting that much richer?
A new understanding of the US economy suggests members of the 99 per cent are a lot wealthier than they look.
- Rogé Karma
How much should I spend on an engagement ring?
In a stroke of 1930s marketing genius, De Beers convinced men they needed to spend at least a month’s salary on a diamond engagement ring. But is that really a good rule of thumb?
- Penny Wise
- Opinion
- Budgeting
The seven mind tricks brands use to keep you spending
Brands use sophisticated tactics to encourage you to spend more.
- Emma Edwards
ANZ’s private bank joins crowded race for country’s richest families
The local bank has penned a deal with a fixed-income manager to tailor a bond portfolio for its richest clients.
- Aaron Weinman
In minutes, first-home buyer Beth added $62k to her borrowing capacity
When Beth Brown reduced her credit card limit, her borrowing capacity shot up by $62,000.
- Lucy Dean
February
How AI can help with financial advice
Financial planners are already in short supply. This is how AI can help them spend more time with clients.
- Christopher Niesche
The best mix of assets for your retirement portfolio
Financial advisers say moderately wealthy Australians and those better off can afford to stay weighted to growth assets into retirement.
- Tom Richardson
From Sydney to Siena: Sort your finances to retire abroad
You’ve hit 60, you’ve got your super and your time is your own. Should you make that move to Tuscany?
- Sylvia Ramsey
How to pass on a prized collection to your kids
Precious collections of art, furniture, wine and watches are increasingly part of inheritances. What’s the best way to pass on these assets?
- Bianca Hartge-Hazelman
Ord Minnett rolls out first graduates to tackle adviser shortage
With new starters in its Sydney and Melbourne offices, the stockbroking firm joins a growing list of advisory shops welcoming graduates into their ranks.
- Aaron Weinman
- Exclusive
- Rich List
Former Credit Suisse, HSBC bankers target ultrarich with new bank
Volans opens its doors in May. It already has 17 employees on its books and is in the process of applying for a banking licence.
- Primrose Riordan
January
We fight over whether to send our kids to public or private schools
Private schooling can cost nearly $400,000, so it’s important to make sure you and your partner are on the same page.
- Penny Wise
- Opinion
- Opinion
Billionaires should be celebrated, not criticised
The value that household name billionaires have created for the world economy dwarfs their net worth. We need more, not fewer.
- Michael Strain
Three wellness hacks of the wealthy, and how to copy them on the cheap
Executives are installing home saunas and ice baths, to chase peak performance. But when it comes to proven benefits, experts say you can achieve them for less.
- Lucy Dean
How to turn $2975 a year into $240,000 by retirement
Making pre-tax contributions when you’re younger can reap significant dividends, but you need to be sure you don’t need that money earlier.
- Lucy Dean
December 2023
Three reasons to give kids an early inheritance
Some parents are motivated by the joy of seeing a financial gift used wisely while they’re still alive, while others don’t see any other way of getting adult children out the door.
- Nina Hendy and Joanna Mather
How much should I spend on my partner this Christmas?
We found the average spend by gender – and the gap is nearly $100.
- Lucy Dean
Six maps that show where you can buy a home on your income
An increasingly expensive property market is outpacing single buyers. This is what that looks like.
- Lucy Dean and Les Hewitt