News — investing

Noel in the News: why careful people still lose money to scams

financial safety investing Noel in the News nw-curated scams source-yourlifechoices

Noel in the News: why careful people still lose money to scams

Noel Whittaker's latest column looks at how investment scams have changed — polished, patient and built around trust rather than pressure. Here's what he says actually stops them.

Read more →


Sequencing risk: the retirement danger nobody warned you about

investing nw-original retirement planning risk topic-009

Sequencing risk: the retirement danger nobody warned you about

Two retirees can earn identical returns and finish almost $100,000 apart — the difference is simply when the bad year lands. Here's how sequencing risk works, and the practical defences that take away most of its sting.

Read more →


Noel in the News: how insurance bonds actually work

insurance bonds investing Noel in the News nw-curated source-noel-news tax

Noel in the News: how insurance bonds actually work

In the August issue of Noel News, Noel Whittaker walks through the mechanics of insurance bonds — the 10-year rule, the 30 per cent rebate, and why they can bypass your estate entirely. Here's what it means for investors in their 40s and 50s.

Read more →


Noel in the News: a smarter way to invest for the grandkids

grandchildren insurance bonds investing Noel in the News nw-curated source-noel-news

Noel in the News: a smarter way to invest for the grandkids

Noel Whittaker's August newsletter tackles the best way to put money aside for grandchildren — sidestepping the penalty tax of up to 66% on minors' investment income while keeping full control. We summarise the key points.

Read more →