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Wealth

Wealth Generation

Yesterday

“Love shouldn’t come with a price tag,” says  Finder money expert Rebecca Pike.

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

This Month

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
Bulls and bears were divided in 2023. That’s unlikely to change next year.

Goldilocks and the five risks: What to watch in 2024

Investors have emerged from a year of incredible volatility with relatively strong returns. But there are plenty of headwinds to watch out for in the next 12 months.

  • James Thomson
Winners of Order of Australia Association Foundation scholarships brought together by the Governor General, David Hurely, at Admiralty House, Kirribilli. (left to right) Roisin Wallace-Nash,  Bree Harris, Hukam Kohli, Charlotte (Lotte) George, and Chelsea Allen.

For these exceptional uni students, scholarship opens locked doors

The Order of Australia Association Foundation has awarded its 2023 scholarships. For all of them, it opens opportunities they had previously written off.

  • Lucy Dean

November

Young investors have pulled out of ETFs.

Gen X overtake Millennials as the biggest buyers of ETFs

The pandemic-era wave of young exchange-traded fund investors has slumped by 42 per cent, with 300,000 investors aged 18 to 34 selling out over the past two years.

  • Lucy Dean
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Morgan Stanley’s wealth management boss Rebecca Hill wants experienced advisers, but is also investing in junior talent.

Morgan Stanley eyes advisers as global shops line up Australia’s rich

The investment bank wants to build a team focused on the ultra-rich, an increasingly crowded space, after losing dozens of advisers to smaller brokers.

  • Aaron Weinman
Australian kids get an average of $8 a week in pocket money, down from $10 a year ago, according to Finder research.

What financial planners pay their kids in pocket money

Is pocket money ‘money for nothing’ or a good way to teach your kids about finances? It depends on how you use it, experts say.

  • Lucy Dean
Geoff Schatzel got a better deal on his insurance and his utilities.

How an hour, one phone call and six switches could save $32,000

Cost-of-living pressures are hurting young people hardest, so it’s worth seeing where you can get a better deal.

  • Lucy Dean
CommBank iQ’s Wade Tubman.

One age group is feeling the economic pain more than the rest

Australians spend almost the same amount on things considered essential and discretionary. But the 25-29 age group is the only one cutting back on both.

  • Lucy Dean

Five boxes to tick before buying commercial property

Rising cap rates mean investors need to consider whether there is underlying rental growth to support property valuations.

  • Sam Tamblyn

In times of war, investors shouldn’t sell first and ask questions later

Here’s what to watch both in the Middle East and the Russia-Ukraine conflict.

  • Mark Draper

What investors need to know about companies with high cash flows

Cost-cutting or delaying on the basics may be one of the bigger flaws in corporate cash allocation. Qantas is a classic example.

  • Giselle Roux
Pinnacle-backed wealth administration platform OpenInvest was founded by Andrew Varlamos in 2017.

Pinnacle-backed wealth platform OpenInvest seeks buyer pre-Xmas

Sources say the platform is in ongoing discussions with a handful of interested parties.

  • Sarah Thompson, Kanika Sood and Emma Rapaport

This is the one thing you shouldn’t miss when you buy a new apartment

The initial AGM of a new block may feel like another meeting that you could happily skip, but your new neighbours really need you to be there.

  • Jimmy Thomson
Having a well-balanced portfolio with a long-term investment horizon means you don’t have to keep checking on your investments.

How to build an ETF-only portfolio

Check for overlap, remember the true meaning of diversification and understand your risk tolerance, the experts say.

  • Lucy Dean
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Too lavish for your own good? Seven steps to beat lifestyle creep

In the weeks following a pay rise, there’s a short (but science-backed) opportunity to really get your finances on track, say the experts.

  • Lucy Dean
Rather than allow your kids to view you as their personal ATM, giving them some starting investment money can be highly beneficial as a shortcut to meaningful conversations about money management.

This is the best advice you can give to your kids

How to empower them to make informed decisions about their personal finances as they grow.

  • Balaji Gopal
David Tuckwell of Global X ETFs Australia, Hugh Selby-Smith of Talaria, Damon Callaghan of ECP Asset Management, Sarah Shaw of 4D Infrastructure Anna Milne of Wilson Asset Management
Adrian Martuccio of Bell Asset Management.

How six fund managers would invest $10,000 today

From Danish incontinence companies to Transurban, here’s how six expert investors would defy the volatile market.

  • Lucy Dean

October

Lucy Dean, wealth reporter, AFR, Brooke Roberts, Co-CEO and Co-founder, Sharesies, Chris Brycki, founder and CEO, Stockspot and Victoria Devine, managing director, Zella Money, founder, She’s on the money during a panel discussion on delivering on the priorities of a diverse cohort ermerging of investors at the 2023 Super & Wealth Summit at the Grand Hyatt.

What big super can learn from Robinhood

Day trader darling Robinhood mastered the art of customer engagement, even if it went a little too far.

  • Lucy Dean
Stake co-founders Dan Silver (left) and Matt Leibowitz.

Stake lobs bid for rival Selfwealth at 17.5¢ per share

Australia’s crowded online retail trading market is set for a shakeup. 

  • Sarah Thompson, Kanika Sood and Emma Rapaport