Financial Planning

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

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  1. William@PFI

    Why is taking Advice so important

    [email protected], 18th Sep, 2021
    Replies:
    13
    Views:
    1,552
    Redwing
    22nd Jan, 2022 at 10:33 AM
  2. MTR

    Do you use a Financial Planner

    MTR, 9th Jun, 2021 ... 8 9 10
    Replies:
    195
    Views:
    15,001
    MTR
    13th Jan, 2022
  3. spludgey

    Financial planner/advisor for someone financially illiterate?

    spludgey, 14th Nov, 2021 ... 2
    Replies:
    33
    Views:
    2,266
    sash
    27th Nov, 2021
  4. Mihi

    Are we heading into a Recession?

    Mihi, 12th Oct, 2021 ... 2
    Replies:
    23
    Views:
    2,230
    craigc
    17th Oct, 2021
  5. Chris21

    Recommendation for Independent financial advisor !!

    Chris21, 4th Sep, 2021
    Replies:
    9
    Views:
    1,592
    [email protected]
    11th Oct, 2021
  6. K168

    Financial Advisor - Melbourne

    K168, 6th Oct, 2021
    Replies:
    3
    Views:
    561
    Ross Forrester
    8th Oct, 2021
  7. William@PFI

    Petition - Reducing the cost of Financial Advice for Consumers

    [email protected], 6th Oct, 2021
    Replies:
    0
    Views:
    533
    [email protected]
    6th Oct, 2021
  8. daisy20202-7

    question on blocks

    daisy20202-7, 26th Jul, 2021
    Replies:
    3
    Views:
    748
    Angel
    5th Oct, 2021
  9. William@PFI

    Politics and the games we (they) play!

    [email protected], 15th Sep, 2021
    Replies:
    0
    Views:
    315
    [email protected]
    15th Sep, 2021
  10. William@PFI

    How behavioral finance can help to achieve your goals?

    [email protected], 1st Sep, 2021
    Replies:
    16
    Views:
    809
    [email protected]
    1st Sep, 2021
  11. William@PFI

    The value of advice

    [email protected], 24th Aug, 2021
    Replies:
    14
    Views:
    1,123
    [email protected]
    24th Aug, 2021
  12. pippen

    Parents getting aged pension

    pippen, 2nd Feb, 2021 ... 2 3
    Replies:
    45
    Views:
    4,186
    [email protected]
    17th Aug, 2021
  13. Len HAMBLETON

    Cooee Wealth Partners

    Len HAMBLETON, 5th Nov, 2020
    Replies:
    7
    Views:
    2,874
    skater
    10th Aug, 2021
  14. CraigJ23

    were should spare money go?

    CraigJ23, 7th Aug, 2021 ... 2
    Replies:
    30
    Views:
    1,708
    skater
    9th Aug, 2021
  15. Terry_w

    Bloggers, Youtubers and Podcasters Giving Financial Advice

    Terry_w, 14th Jul, 2021
    Replies:
    0
    Views:
    1,060
    Terry_w
    14th Jul, 2021
  16. zuzu111

    What would you pay off first?

    zuzu111, 10th Jul, 2021
    Replies:
    2
    Views:
    948
    Terry_w
    10th Jul, 2021
  17. InvestHappy

    Investment Journey

    InvestHappy, 7th Jul, 2021
    Replies:
    1
    Views:
    790
    Rolf Latham
    7th Jul, 2021
  18. emilym

    Best options for wedding money

    emilym, 3rd May, 2021
    Replies:
    17
    Views:
    1,428
    standtall
    3rd Jul, 2021
  19. millie29

    Buying first investment with LVR >80% - worth it, or save more first?

    millie29, 30th Jun, 2021
    Replies:
    3
    Views:
    811
    Rolf Latham
    30th Jun, 2021
  20. Parkzilla

    Tax Planning - Repatriating to Australia - Recommended Advisors?

    Parkzilla, 25th Jun, 2021
    Replies:
    3
    Views:
    447
    Parkzilla
    25th Jun, 2021
  21. mkbonline

    Recommendation on Independent Financial Planner / Advisor

    mkbonline, 23rd Jan, 2021
    Replies:
    6
    Views:
    2,017
    David_SYD
    20th Jun, 2021
  22. craigc

    Simulation of super earnings in retirement

    craigc, 30th May, 2021
    Replies:
    4
    Views:
    938
    [email protected]
    31st May, 2021
  23. ChrisP73

    Investment company can complement super for retirement

    ChrisP73, 24th May, 2021
    Replies:
    4
    Views:
    928
    Terry_w
    24th May, 2021
  24. jaybean

    Help me critique a retirement plan I’ve been working on

    jaybean, 9th May, 2021
    Replies:
    4
    Views:
    1,367
    [email protected]
    20th May, 2021
  25. Kailash

    investn.com.au

    Kailash, 17th Feb, 2021 ... 2 3
    Replies:
    43
    Views:
    4,585
    Learner Investment
    13th May, 2021
  26. justine77

    how do you explain to someone the benefits of saving money to build wealth

    justine77, 23rd Feb, 2021 ... 2
    Replies:
    34
    Views:
    3,227
    Sackie
    10th May, 2021
  27. JaneC71

    Anyone have any expereince/knowledge about personal lending?

    JaneC71, 21st Apr, 2021
    Replies:
    2
    Views:
    670
    Stoffo
    21st Apr, 2021
  28. zuzu111

    Re-financing for reno query

    zuzu111, 16th Apr, 2021
    Replies:
    2
    Views:
    743
    Lindsay_W
    16th Apr, 2021
  29. Kieren

    Which Financial Service suits?

    Kieren, 18th Jan, 2021
    Replies:
    3
    Views:
    843
    JaxGC
    15th Apr, 2021
  30. MTR

    Financial Planners....confusion

    MTR, 15th May, 2018 ... 10 11 12
    Replies:
    222
    Views:
    23,064
    Muscat
    10th Apr, 2021
  31. kacheek

    What do you use to model / visualise financial scenarios?

    kacheek, 26th Mar, 2021
    Replies:
    6
    Views:
    1,227
    Rolf Latham
    27th Mar, 2021
  32. joelo

    Recommendations for a financial planner in Sydney

    joelo, 5th May, 2020 ... 2
    Replies:
    31
    Views:
    5,352
    David_SYD
    26th Dec, 2020
  33. mpty

    Financial planner for restructuring personal insurance

    mpty, 5th Jul, 2019 ... 2
    Replies:
    20
    Views:
    2,116
    wylie
    17th Nov, 2020
  34. Traveller99

    Secondary School Funds - What would you do?

    Traveller99, 22nd Oct, 2020
    Replies:
    10
    Views:
    1,716
    chindonly
    26th Oct, 2020
  35. Sriteja Bongu

    Recommendations for a financial adviser

    Sriteja Bongu, 12th Oct, 2020
    Replies:
    6
    Views:
    2,114
    Terry_w
    15th Oct, 2020
  36. Car tart

    Poor service from Private Bankers

    Car tart, 16th Sep, 2020
    Replies:
    3
    Views:
    1,644
    Piston_Broke
    17th Sep, 2020
  37. Jey2018

    Effective positioning of a bucket company with in family trust structure

    Jey2018, 18th Feb, 2020 ... 2
    Replies:
    24
    Views:
    7,473
    Deeps6
    24th Aug, 2020
  38. Jaxon Avery

    Are Financial Advisers / Planners worth it?

    Jaxon Avery, 29th Jul, 2020
    Replies:
    6
    Views:
    2,684
    Jaxon Avery
    30th Jul, 2020
  39. Windmill

    Credit card and credit rating

    Windmill, 26th Nov, 2019
    Replies:
    17
    Views:
    2,169
    Lindsay_W
    22nd Jul, 2020
  40. Bris Jay

    Best rate on bringing USD into AUD

    Bris Jay, 23rd Feb, 2019 ... 2
    Replies:
    30
    Views:
    3,860
    Redwood
    7th Jul, 2020
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