Financial Planning

Discussion about the financial planning process and about financial planners / advisors

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  1. RS Gumby

    Financial Planner

    RS Gumby, 14th Nov, 2019
    Replies:
    5
    Views:
    285
    Terry_w
    15th Nov, 2019 at 1:19 PM
  2. WellKnow

    Financial Planner in South East Melbourne

    WellKnow, 3rd Apr, 2017
    Replies:
    2
    Views:
    749
    RS Gumby
    14th Nov, 2019
  3. CMcAr9

    Gordon Wealth

    CMcAr9, 16th Oct, 2019
    Replies:
    12
    Views:
    669
    [email protected]
    28th Oct, 2019
  4. Bris Jay

    Best rate on bringing USD into AUD

    Bris Jay, 23rd Feb, 2019 ... 2
    Replies:
    24
    Views:
    1,024
    Trainee
    11th Oct, 2019
  5. BallonTree

    Need financial advisor, I'm in Vic

    BallonTree, 24th Nov, 2016 ... 2
    Replies:
    24
    Views:
    1,541
    Terry_w
    18th Sep, 2019
  6. AngelicaS

    Should we sell our properties at a loss?

    AngelicaS, 18th Jun, 2019 ... 2
    Replies:
    22
    Views:
    1,968
    Bunbury
    10th Sep, 2019
  7. MTR

    Financial Planners....confusion

    MTR, 15th May, 2018 ... 7 8 9
    Replies:
    177
    Views:
    11,529
    Intrigued_again
    27th Aug, 2019
  8. Kieren

    Financial Planning with Property in mind

    Kieren, 18th Jul, 2019
    Replies:
    14
    Views:
    1,013
    Willy
    10th Aug, 2019
  9. Terry_w

    Legal tip 221: Strategy to increase the Pension when Have Too much in assets

    Terry_w, 22nd Jul, 2019
    Replies:
    4
    Views:
    830
    [email protected]
    31st Jul, 2019
  10. sfdoddsy

    Financial Planner or good accountant?

    sfdoddsy, 27th Mar, 2019 ... 2 3
    Replies:
    51
    Views:
    3,387
    JLui
    19th Jul, 2019
  11. mpty

    Financial planner for restructuring personal insurance

    mpty, 5th Jul, 2019
    Replies:
    18
    Views:
    707
    mpty
    15th Jul, 2019
  12. San2018

    Credit score impact due to CC closure?

    San2018, 26th Jun, 2019
    Replies:
    1
    Views:
    468
    Peter_Tersteeg
    26th Jun, 2019
  13. AlanC123

    CGT Tax Discount - 12 month rule enquiry

    AlanC123, 25th Jun, 2019
    Replies:
    1
    Views:
    323
    Terry_w
    25th Jun, 2019
  14. skinner84

    Financial Advice For Young Couple

    skinner84, 5th Jun, 2019 ... 2
    Replies:
    23
    Views:
    1,588
    MWI
    6th Jun, 2019
  15. Travelbug

    Granny Flat Interest

    Travelbug, 20th May, 2019
    Replies:
    7
    Views:
    519
    Terry_w
    21st May, 2019
  16. umbro2

    How best to use $350k cash

    umbro2, 14th May, 2019
    Replies:
    16
    Views:
    1,343
    Terry_w
    17th May, 2019
  17. 2jzzzz

    Going 50/50 with parents & I will live in the house - pay market rent

    2jzzzz, 28th Apr, 2019
    Replies:
    11
    Views:
    662
    [email protected]
    16th May, 2019
  18. Bean27

    Credit Card rookie

    Bean27, 3rd May, 2019 ... 2 3
    Replies:
    45
    Views:
    1,297
    mr_alex
    10th May, 2019
  19. Perthguy

    Any value in Robo Advisers in Australia?

    Perthguy, 20th Feb, 2017 ... 2 3
    Replies:
    54
    Views:
    5,201
    Ross Forrester
    28th Mar, 2019
  20. Peppas

    Do you pay for ongoing advice?

    Peppas, 16th Mar, 2019 ... 2
    Replies:
    28
    Views:
    1,443
    Martinez22
    28th Mar, 2019
  21. Redwing

    Fees

    Redwing, 19th Feb, 2019
    Replies:
    5
    Views:
    754
    Martinez22
    1st Mar, 2019
  22. MTR

    Would you be happy to Pay the Mortgage Broker

    MTR, 6th Feb, 2019 ... 2 3 4
    Replies:
    60
    Views:
    2,561
    Rolf Latham
    11th Feb, 2019
  23. Serveman

    Life coach, mentor, financial advisors

    Serveman, 14th Oct, 2018 ... 2
    Replies:
    22
    Views:
    2,435
    ellejay
    22nd Nov, 2018
  24. TheStiller

    Adelaide One Stop Shop for transition to retirement

    TheStiller, 11th Nov, 2018
    Replies:
    0
    Views:
    432
    TheStiller
    11th Nov, 2018
  25. _alex_

    URGENT! Can't get a Certificate of independent financial advisor

    _alex_, 24th Jan, 2017 ... 2 3
    Replies:
    45
    Views:
    6,009
    [email protected]
    1st Nov, 2018
  26. astonma

    CA researching transition into financial planning industry

    astonma, 26th Jul, 2018
    Replies:
    3
    Views:
    513
    [email protected]
    1st Nov, 2018
  27. pwnitat0r

    Financial advisor connected to super fund that is external

    pwnitat0r, 30th Jul, 2018
    Replies:
    3
    Views:
    523
    bunkai
    31st Jul, 2018
  28. Propin

    Financial planning for retirement - Perth

    Propin, 14th Jul, 2018
    Replies:
    7
    Views:
    785
    Terry_w
    15th Jul, 2018
  29. Redwing

    Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry

    Redwing, 22nd Jun, 2018
    Replies:
    2
    Views:
    461
    Peter_Tersteeg
    22nd Jun, 2018
  30. Sackie

    Financial planners, real estate and wealth creation. Interesting clip. Some good nuggets of wisdom.

    Sackie, 5th Jun, 2018
    Replies:
    1
    Views:
    933
    euro73
    5th Jun, 2018
  31. Musodata

    anyone with experience of 'Wealth First' financial advisors?

    Musodata, 27th Jul, 2017
    Replies:
    7
    Views:
    1,783
    Terry_w
    21st May, 2018
  32. willair

    Storm Financial..

    willair, 30th May, 2016
    Replies:
    3
    Views:
    1,012
    Redwing
    23rd Mar, 2018
  33. Rhiannan

    Independent financial planner recommendations

    Rhiannan, 24th Feb, 2018
    Replies:
    12
    Views:
    1,187
    [email protected]
    1st Mar, 2018
  34. Wez

    Financial advisor / strategist - Geelong / Melbourne

    Wez, 19th Feb, 2018
    Replies:
    9
    Views:
    1,022
    craigc
    22nd Feb, 2018
  35. MyDarlinghurst

    invitation to see a Financial Planner free

    MyDarlinghurst, 29th Jan, 2018
    Replies:
    6
    Views:
    820
    [email protected]
    2nd Feb, 2018
  36. Garry

    Property accountant/ financial planner Sydney

    Garry, 22nd Sep, 2017 ... 2
    Replies:
    27
    Views:
    2,602
    L3ha7
    20th Jan, 2018
  37. Al1979

    Financial Advisor

    Al1979, 15th Jan, 2018
    Replies:
    5
    Views:
    1,009
    Trainee
    19th Jan, 2018
  38. Matt87

    Financial planning

    Matt87, 26th Dec, 2017 ... 2
    Replies:
    35
    Views:
    2,266
    Matt87
    3rd Jan, 2018
  39. Sundancer

    Financial Advisor

    Sundancer, 28th Oct, 2017
    Replies:
    3
    Views:
    846
    Terry_w
    28th Oct, 2017
  40. Frank Manno

    Should I not reveal all to my advisor so they don't over charge me?

    Frank Manno, 13th Sep, 2017 ... 2 3
    Replies:
    51
    Views:
    4,661
    SatayKing
    21st Sep, 2017
Showing threads 1 to 40 of 61

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