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Wealth

Wealth Generation

August

Family offices are ready to invest their cash reserves.

Two-speed economy exposes the great Australian divide

The gap has widened between younger and older Australians, small and large businesses, and resources-rich Western Australia and the east.

  • John Kehoe, Michael Read, Carrie LaFrenz, Tom Rabe, Ayesha de Kretser, Lucas Baird and Sam Buckingham-Jones
Norman Zhang

Why the rich are decarbonising their portfolios

Wind and solar may have disappointed, but wealth managers see opportunity in areas such as waste management and disability housing.

  • Joanna Mather
Property investors have had a sizeable advantage over sharemarket investors.

Young investors buy geared ETFs as property becomes a pipe dream

Leverage is what makes the housing market such a wealth juggernaut. Should ETFs get the same treatment?

  • Lucy Dean

Where you can afford to buy without breaking the 30pc rule

See how suburb-level affordability across Australia’s three biggest capital cities has changed over the past three decades.

  • Lucy Dean and Les Hewitt

July

Protecting transfers to children is not simple, say lawyers, advisers and brokers.

The worst way to give your kids money, according to banks

What every parent considering gifting or lending cash to their kids for a home deposit must know.

  • Lucy Dean
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Planning for a comfortable future: Micheala Ripa.

How this 29-year-old pilot plans to retire at 50 with $2.5m

From meal-prepping a month in advance to investing in Tesla and Coca-Cola, here’s how one young couple is hoping to retire early.

  • Lucy Dean

June

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  • Updated

May

Jess Brady spent four months in and out of hospital after a major health scare.

‘I spent four months in and out of hospital thanking my old boss for this advice’

After a potentially life-threatening gallbladder condition, Jessica Brady has two goals: Listen to her body, and make sure young people are prepared for the worst.

  • Lucy Dean
Dylan Jones

Super for housing could only work for the fastest movers: experts

First home buyers struggling to save a deposit might welcome the Coalition’s promise to let borrowers tap their super for property, but economists say it will only push up house prices.

  • Updated
  • Lucy Dean

How this Millennial plans to retire at 35

Saving hard and opting out of the consumer lifestyle has helped these people retire decades before their parents did.

  • Bianca Hartge-Hazelman

‘I thought I had dementia’: How menopause crimps income and super

Menopause costs women as much as $60,000 in retirement savings, according to ASFA.

  • Sian Powell

Why I’ve got more in my super than when I retired 11 years ago

Choosing the right financial adviser can help set strategies, achieve goals and protect wealth. Here’s how to find the right one – and how much you should pay.

  • Duncan Hughes
Layla Anna moved back home with her mum due to a high cost of living, and wants help with her finances.

I’m a Zillennial. Is financial advice worth it for me?

At $4700, many young Australians would think twice about taking on a financial adviser. But are there instances when it’s worth it?

  • Lucy Dean
First time home buyer Joanne Kim says she wouldn’t have made it in without being able to live at home for years.

Forget Boomers. Millennials, your next landlord could be a best mate

For decades, Millennials and Generation Z have blamed Baby Boomers for locking them out of the housing market. But what happens when wealthy Boomers start to give their kids cash?

  • Lucy Dean

April

Clear bad debt, says HLB Mann Judd’s wealth management director Lindzi Caputo.

What to do in your 20s, 30s and 40s to build wealth

Avoid ‘lifestyle creep’, establish good saving habits and pay down debt to get ahead.

  • Lucy Dean
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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

Point Piper and Sydney’s eastern suburbs remains one of the most densely populated with bankers.

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
Economists argue that the massive rise in income inequality since the 1960s is mostly a statistical illusion based on a series of methodological errors.

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
The average amount spent on an engagement ring is $6000.

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
Online shopping: ads “follow you” around on the internet.

The seven mind tricks brands use to keep you spending

Brands use sophisticated tactics to encourage you to spend more.

  • Emma Edwards