Financial Planning

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

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  1. Bris Jay

    Best rate on bringing USD into AUD

    Bris Jay, 23rd Feb, 2019 ... 2
    Replies:
    30
    Views:
    2,681
    Redwood
    7th Jul, 2020
  2. 2020 Property Investor

    Money Management - Offset Account?

    2020 Property Investor, 14th Jun, 2020
    Replies:
    12
    Views:
    1,249
    inertia
    28th Jun, 2020
  3. joelo

    Recommendations for a financial planner in Sydney

    joelo, 5th May, 2020
    Replies:
    2
    Views:
    441
    Rolf Latham
    16th Jun, 2020
  4. George K

    AssetBase Buyers Agent

    George K, 10th Mar, 2020
    Replies:
    15
    Views:
    1,076
    Trainee
    15th Jun, 2020
  5. devank

    Recent widow- How max pension.

    devank, 11th May, 2020 ... 2
    Replies:
    35
    Views:
    1,716
    Ted Varrick
    31st May, 2020
  6. Samuel

    Average Savings in Australia

    Samuel, 27th Feb, 2020 ... 2
    Replies:
    38
    Views:
    1,854
    Joynz
    31st May, 2020
  7. devank

    PPoR - Paying off vs small mortgage

    devank, 30th May, 2020
    Replies:
    8
    Views:
    360
    devank
    30th May, 2020
  8. spludgey

    How much money are you "spending"?

    spludgey, 30th May, 2020
    Replies:
    2
    Views:
    326
    Gockie
    30th May, 2020
  9. MTR

    Financial Planners....confusion

    MTR, 15th May, 2018 ... 9 10 11
    Replies:
    215
    Views:
    15,197
    Rolf Latham
    26th May, 2020
  10. robbie_p

    How to make my money work for me in current conditions

    robbie_p, 14th Mar, 2020 ... 2
    Replies:
    22
    Views:
    1,512
    momentum26
    3rd May, 2020
  11. MTR

    Providing for nursing home

    MTR, 1st Mar, 2020 ... 2 3
    Replies:
    46
    Views:
    2,174
    Rugrat
    20th Apr, 2020
  12. RS Gumby

    Financial Planner

    RS Gumby, 14th Nov, 2019 ... 2
    Replies:
    30
    Views:
    4,040
    Gringo
    20th Apr, 2020
  13. Propagate

    Are company accounts also protected under the deposit protection $250k?

    Propagate, 18th Mar, 2020
    Replies:
    7
    Views:
    1,036
    [email protected]
    19th Mar, 2020
  14. Bean27

    Hyperinflation, recession how bad can it get

    Bean27, 16th Mar, 2020 ... 2
    Replies:
    28
    Views:
    1,135
    The Y-man
    16th Mar, 2020
  15. Chotu

    Historical Rental Growth Stats

    Chotu, 28th Feb, 2020
    Replies:
    3
    Views:
    552
    Beano
    1st Mar, 2020
  16. Chotu

    Retirement at 55 - Line of Credit

    Chotu, 25th Feb, 2020 ... 2
    Replies:
    39
    Views:
    1,657
    kierank
    27th Feb, 2020
  17. JasonC

    Template Diagram for Trust/Company Structures

    JasonC, 14th Feb, 2020
    Replies:
    7
    Views:
    1,005
    Scott No Mates
    23rd Feb, 2020
  18. Jey2018

    Effective positioning of a bucket company with in family trust structure

    Jey2018, 18th Feb, 2020
    Replies:
    19
    Views:
    1,275
    Trainee
    19th Feb, 2020
  19. Mjay81

    Wealth creator vs financial advisor

    Mjay81, 10th Feb, 2020 ... 2
    Replies:
    37
    Views:
    1,633
    Terry_w
    13th Feb, 2020
  20. wylie

    Australia's Banks are preparing to Bail-In retail bank deposits?

    wylie, 13th Feb, 2020
    Replies:
    7
    Views:
    815
    Piston_Broke
    13th Feb, 2020
  21. kierank

    Returns and Compounding - A Simple Viewpoint

    kierank, 16th Jan, 2020
    Replies:
    17
    Views:
    1,865
    kierank
    24th Jan, 2020
  22. ellejay

    Adding spouse to Title

    ellejay, 24th Jan, 2020
    Replies:
    9
    Views:
    386
    ellejay
    24th Jan, 2020
  23. The Gambler

    Loan coming to an end

    The Gambler, 14th Jan, 2020
    Replies:
    7
    Views:
    522
    Brady
    15th Jan, 2020
  24. KinG3o0o

    Pre-nup

    KinG3o0o, 18th Dec, 2019 ... 2 3
    Replies:
    51
    Views:
    2,184
    KinG3o0o
    14th Jan, 2020
  25. Wonderland

    How to structure our loan?

    Wonderland, 19th Dec, 2019
    Replies:
    8
    Views:
    695
    Jess Peletier
    22nd Dec, 2019
  26. Tigerstripes

    Loads of equity, no loan serviceability. What are the options?

    Tigerstripes, 19th Dec, 2019
    Replies:
    11
    Views:
    806
    Lindsay_W
    19th Dec, 2019
  27. Windmill

    Credit card and credit rating

    Windmill, 26th Nov, 2019
    Replies:
    4
    Views:
    576
    Noobieboy
    26th Nov, 2019
  28. WellKnow

    Financial Planner in South East Melbourne

    WellKnow, 3rd Apr, 2017
    Replies:
    2
    Views:
    1,084
    RS Gumby
    14th Nov, 2019
  29. CMcAr9

    Gordon Wealth

    CMcAr9, 16th Oct, 2019
    Replies:
    12
    Views:
    1,047
    [email protected]
    28th Oct, 2019
  30. BallonTree

    Need financial advisor, I'm in Vic

    BallonTree, 24th Nov, 2016 ... 2
    Replies:
    24
    Views:
    2,137
    Terry_w
    18th Sep, 2019
  31. AngelicaS

    Should we sell our properties at a loss?

    AngelicaS, 18th Jun, 2019 ... 2
    Replies:
    22
    Views:
    2,518
    Bunbury
    10th Sep, 2019
  32. Kieren

    Financial Planning with Property in mind

    Kieren, 18th Jul, 2019
    Replies:
    14
    Views:
    1,369
    Willy
    10th Aug, 2019
  33. Terry_w

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

    Terry_w, 22nd Jul, 2019
    Replies:
    4
    Views:
    1,202
    [email protected]
    31st Jul, 2019
  34. sfdoddsy

    Financial Planner or good accountant?

    sfdoddsy, 27th Mar, 2019 ... 2 3
    Replies:
    51
    Views:
    4,248
    JLui
    19th Jul, 2019
  35. mpty

    Financial planner for restructuring personal insurance

    mpty, 5th Jul, 2019
    Replies:
    18
    Views:
    921
    mpty
    15th Jul, 2019
  36. San2018

    Credit score impact due to CC closure?

    San2018, 26th Jun, 2019
    Replies:
    1
    Views:
    687
    Peter_Tersteeg
    26th Jun, 2019
  37. ACH123

    CGT Tax Discount - 12 month rule enquiry

    ACH123, 25th Jun, 2019
    Replies:
    1
    Views:
    551
    Terry_w
    25th Jun, 2019
  38. skinner84

    Financial Advice For Young Couple

    skinner84, 5th Jun, 2019 ... 2
    Replies:
    23
    Views:
    2,259
    MWI
    6th Jun, 2019
  39. Travelbug

    Granny Flat Interest

    Travelbug, 20th May, 2019
    Replies:
    7
    Views:
    796
    Terry_w
    21st May, 2019
  40. umbro2

    How best to use $350k cash

    umbro2, 14th May, 2019
    Replies:
    16
    Views:
    1,761
    Terry_w
    17th May, 2019
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