Financial Planning

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

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  1. djjk

    Underwhelming financial planning experience?

    djjk, 20th Nov, 2023
    Replies:
    9
    Views:
    409
    Rolf Latham
    20th Nov, 2023
  2. Nova8888

    Financial planner

    Nova8888, 11th Jul, 2022 ... 2
    Replies:
    22
    Views:
    4,244
    Big A
    18th Oct, 2023
  3. Bill2255

    how do you benchmark performance of financial planner?

    Bill2255, 11th Apr, 2023
    Replies:
    9
    Views:
    1,640
    RENI99
    15th Oct, 2023
  4. SLP07

    Independent financial advisor

    SLP07, 28th Jul, 2023 ... 2
    Replies:
    22
    Views:
    2,159
    Terry_w
    27th Sep, 2023
  5. Kamil M

    Seeking advice for my Parent

    Kamil M, 12th Sep, 2023
    Replies:
    7
    Views:
    851
    geoffw
    13th Sep, 2023
  6. Steve01

    Financial Planner Adelaide

    Steve01, 20th Jul, 2023
    Replies:
    6
    Views:
    1,128
    Radelaide
    31st Jul, 2023
  7. Terry_w

    Bloggers, Youtubers and Podcasters Giving Financial Advice

    Terry_w, 14th Jul, 2021 ... 3 4 5
    Replies:
    91
    Views:
    15,625
    Simon Hampel
    21st Jul, 2023
  8. SLP07

    Gifting free area 10k 30k

    SLP07, 9th Jun, 2023
    Replies:
    3
    Views:
    1,083
    SLP07
    9th Jun, 2023
  9. SRP

    PPOR Six Year Absence Rule vs The Aged Pension

    SRP, 28th May, 2023
    Replies:
    4
    Views:
    925
    Scott No Mates
    29th May, 2023
  10. freddy

    Cashing out of property for franked dividend shares

    freddy, 16th Apr, 2023 ... 2
    Replies:
    28
    Views:
    4,659
    See Change
    8th May, 2023
  11. Kailash

    investn.com.au

    Kailash, 17th Feb, 2021 ... 2 3
    Replies:
    45
    Views:
    10,081
    Bailey1984
    4th May, 2023
  12. adamjedgar

    Home owner living in another state seeking investment advice, what next?

    adamjedgar, 9th Apr, 2023
    Replies:
    13
    Views:
    1,145
    Paul@PAS
    14th Apr, 2023
  13. mkbonline

    Recommendation on Independent Financial Planner / Advisor

    mkbonline, 23rd Jan, 2021
    Replies:
    9
    Views:
    3,938
    David_SYD
    7th Apr, 2023
  14. rastha2000

    Searching for a Qualified Financial Planner for Property and Tax Matters

    rastha2000, 1st Feb, 2023
    Replies:
    11
    Views:
    1,927
    adam_82
    29th Mar, 2023
  15. MsNewbieInvestor

    Are there FPs who charge by the hour?

    MsNewbieInvestor, 24th Jan, 2023
    Replies:
    18
    Views:
    1,894
    MWI
    29th Mar, 2023
  16. Fraggle

    Who to approach for advice

    Fraggle, 23rd Nov, 2022
    Replies:
    10
    Views:
    2,478
    Paul@PAS
    29th Mar, 2023
  17. SidePooh

    Finance Adviser fees?

    SidePooh, 31st Oct, 2022
    Replies:
    6
    Views:
    2,534
    adam_82
    29th Mar, 2023
  18. [d4rk-fr3d]

    Australian Government guaranteed deposits seal for Offset account?

    [d4rk-fr3d], 26th Mar, 2023
    Replies:
    3
    Views:
    896
    Terry_w
    27th Mar, 2023
  19. Snowy123

    Quality of Advice Review Consultation paper – Proposals for Reform August 2022

    Snowy123, 31st Aug, 2022
    Replies:
    4
    Views:
    1,517
    SatayKing
    23rd Feb, 2023
  20. Chris21

    $1mil Equity- How to invest for short term 6-12 months

    Chris21, 8th Feb, 2023
    Replies:
    17
    Views:
    2,367
    Onlinedave
    19th Feb, 2023
  21. MTR

    Do you use a Financial Planner

    MTR, 9th Jun, 2021 ... 9 10 11
    Replies:
    202
    Views:
    30,071
    Gerry.M
    8th Feb, 2023
  22. site_manager_construction

    Build, sell, keep what is the best option

    site_manager_construction, 21st Jan, 2023
    Replies:
    11
    Views:
    1,463
    craigc
    28th Jan, 2023
  23. MrSquiggle

    Tips for preparing for bankruptcy with mortgage

    MrSquiggle, 29th Oct, 2022
    Replies:
    2
    Views:
    1,541
    MrSquiggle
    29th Oct, 2022
  24. Stegve

    How would you invest?

    Stegve, 1st Oct, 2022
    Replies:
    11
    Views:
    2,155
    Sackie
    1st Oct, 2022
  25. toozs

    Is it worth it to hire a financial planner?

    toozs, 4th Apr, 2022 ... 2
    Replies:
    22
    Views:
    6,639
    Jaxon Avery
    27th Sep, 2022
  26. ks1985

    Share Dividends or Offset

    ks1985, 15th Sep, 2022
    Replies:
    13
    Views:
    2,404
    Paul@PAS
    26th Sep, 2022
  27. Esma

    Starting small investment

    Esma, 12th Sep, 2022
    Replies:
    1
    Views:
    1,244
    SatayKing
    12th Sep, 2022
  28. apaul

    Tips for 2 jobs - Increase income

    apaul, 16th Jul, 2022 ... 2
    Replies:
    29
    Views:
    4,978
    SoloMum
    29th Aug, 2022
  29. HL_Lutas

    Does my approach to our equity check out?

    HL_Lutas, 31st Jul, 2022
    Replies:
    8
    Views:
    1,767
    Cousinit
    1st Aug, 2022
  30. Shawn

    Bill Management

    Shawn, 27th Jun, 2022
    Replies:
    9
    Views:
    1,844
    geoffw
    3rd Jul, 2022
  31. daisy20202-7

    When is it time to live on your own and how do you hang on until you can buy

    daisy20202-7, 17th Jun, 2022
    Replies:
    3
    Views:
    1,574
    daisy20202-7
    17th Jun, 2022
  32. Eddie_Greensy

    Conveyancing in Melb

    Eddie_Greensy, 31st May, 2022
    Replies:
    1
    Views:
    1,468
    Chris B
    31st May, 2022
  33. Maychi

    Fave Money Apps / Cash Management setup?

    Maychi, 4th May, 2022
    Replies:
    4
    Views:
    1,837
    Paul@PAS
    11th May, 2022
  34. Chris21

    Recommendation for Independent financial advisor !!

    Chris21, 4th Sep, 2021 ... 2
    Replies:
    24
    Views:
    7,116
    William@PFI
    5th May, 2022
  35. Jmillar

    Putting funds with financial planner vs ETFs

    Jmillar, 1st May, 2022
    Replies:
    13
    Views:
    2,439
    FredBear
    2nd May, 2022
  36. tziet50

    Change of Income/Expenses

    tziet50, 24th Apr, 2022
    Replies:
    4
    Views:
    1,481
    Paul@PAS
    26th Apr, 2022
  37. mytwocents

    Interest Only Investment Property

    mytwocents, 6th Apr, 2022
    Replies:
    6
    Views:
    2,100
    Lindsay_W
    6th Apr, 2022
  38. jas

    Financial advisor - CBR, or knowledge of PSS (defined benefit super scheme)

    jas, 5th Apr, 2022
    Replies:
    3
    Views:
    1,436
    jas
    5th Apr, 2022
  39. MsSassy27

    Financial adviser - Brisbane

    MsSassy27, 30th Mar, 2022
    Replies:
    5
    Views:
    1,836
    The Y-man
    1st Apr, 2022
  40. Alex AB

    Financial planning for future / retirement / end game

    Alex AB, 1st Mar, 2022 ... 2
    Replies:
    39
    Views:
    5,497
    Annie33rd
    13th Mar, 2022
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