Financial Planning

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

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  1. umbro2

    How best to use $350k cash

    umbro2, 14th May, 2019 at 12:10 PM
    Replies:
    16
    Views:
    526
    Terry_w
    17th May, 2019 at 4:44 PM
  2. 2jzzzz

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

    2jzzzz, 28th Apr, 2019
    Replies:
    11
    Views:
    396
    [email protected]
    16th May, 2019 at 4:35 PM
  3. Bean27

    Credit Card rookie

    Bean27, 3rd May, 2019 ... 2 3
    Replies:
    45
    Views:
    748
    mr_alex
    10th May, 2019
  4. sfdoddsy

    Financial Planner or good accountant?

    sfdoddsy, 27th Mar, 2019 ... 2 3
    Replies:
    50
    Views:
    2,163
    sfdoddsy
    3rd May, 2019
  5. Perthguy

    Any value in Robo Advisers in Australia?

    Perthguy, 20th Feb, 2017 ... 2 3
    Replies:
    54
    Views:
    4,375
    Ross Forrester
    28th Mar, 2019
  6. Peppas

    Do you pay for ongoing advice?

    Peppas, 16th Mar, 2019 ... 2
    Replies:
    28
    Views:
    983
    Martinez22
    28th Mar, 2019
  7. Redwing

    Fees

    Redwing, 19th Feb, 2019
    Replies:
    5
    Views:
    524
    Martinez22
    1st Mar, 2019
  8. Bris Jay

    Best rate on bringing USD into AUD

    Bris Jay, 23rd Feb, 2019
    Replies:
    7
    Views:
    279
    MTR
    24th Feb, 2019
  9. MTR

    Would you be happy to Pay the Mortgage Broker

    MTR, 6th Feb, 2019 ... 2 3 4
    Replies:
    60
    Views:
    2,047
    Rolf Latham
    11th Feb, 2019
  10. MTR

    Financial Planners....confusion

    MTR, 15th May, 2018 ... 6 7 8
    Replies:
    140
    Views:
    6,917
    Big Al
    19th Jan, 2019
  11. Serveman

    Life coach, mentor, financial advisors

    Serveman, 14th Oct, 2018 ... 2
    Replies:
    22
    Views:
    1,914
    ellejay
    22nd Nov, 2018
  12. TheStiller

    Adelaide One Stop Shop for transition to retirement

    TheStiller, 11th Nov, 2018
    Replies:
    0
    Views:
    281
    TheStiller
    11th Nov, 2018
  13. _alex_

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

    _alex_, 24th Jan, 2017 ... 2 3
    Replies:
    45
    Views:
    4,921
    [email protected]
    1st Nov, 2018
  14. astonma

    CA researching transition into financial planning industry

    astonma, 26th Jul, 2018
    Replies:
    3
    Views:
    416
    [email protected]
    1st Nov, 2018
  15. pwnitat0r

    Financial advisor connected to super fund that is external

    pwnitat0r, 30th Jul, 2018
    Replies:
    3
    Views:
    383
    bunkai
    31st Jul, 2018
  16. Propin

    Financial planning for retirement - Perth

    Propin, 14th Jul, 2018
    Replies:
    7
    Views:
    610
    Terry_w
    15th Jul, 2018
  17. Redwing

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

    Redwing, 22nd Jun, 2018
    Replies:
    2
    Views:
    343
    Peter_Tersteeg
    22nd Jun, 2018
  18. Sackie

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

    Sackie, 5th Jun, 2018
    Replies:
    1
    Views:
    714
    euro73
    5th Jun, 2018
  19. Musodata

    anyone with experience of 'Wealth First' financial advisors?

    Musodata, 27th Jul, 2017
    Replies:
    7
    Views:
    1,454
    Terry_w
    21st May, 2018
  20. willair

    Storm Financial..

    willair, 30th May, 2016
    Replies:
    3
    Views:
    850
    Redwing
    23rd Mar, 2018
  21. Rhiannan

    Independent financial planner recommendations

    Rhiannan, 24th Feb, 2018
    Replies:
    12
    Views:
    918
    [email protected]
    1st Mar, 2018
  22. Wez

    Financial advisor / strategist - Geelong / Melbourne

    Wez, 19th Feb, 2018
    Replies:
    9
    Views:
    804
    craigc
    22nd Feb, 2018
  23. MyDarlinghurst

    invitation to see a Financial Planner free

    MyDarlinghurst, 29th Jan, 2018
    Replies:
    6
    Views:
    637
    [email protected]
    2nd Feb, 2018
  24. Garry

    Property accountant/ financial planner Sydney

    Garry, 22nd Sep, 2017 ... 2
    Replies:
    27
    Views:
    1,957
    L3ha7
    20th Jan, 2018
  25. Al1979

    Financial Advisor

    Al1979, 15th Jan, 2018
    Replies:
    5
    Views:
    784
    Trainee
    19th Jan, 2018
  26. Matt87

    Financial planning

    Matt87, 26th Dec, 2017 ... 2
    Replies:
    35
    Views:
    1,896
    Matt87
    3rd Jan, 2018
  27. Sundancer

    Financial Advisor

    Sundancer, 28th Oct, 2017
    Replies:
    3
    Views:
    716
    Terry_w
    28th Oct, 2017
  28. 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:
    3,794
    SatayKing
    21st Sep, 2017
  29. KingBendtner

    Real Estate Financial Planning service?

    KingBendtner, 11th Sep, 2017 ... 2
    Replies:
    34
    Views:
    1,819
    KingBendtner
    13th Sep, 2017
  30. hash_investor

    Chase Edwards

    hash_investor, 31st Aug, 2017
    Replies:
    1
    Views:
    1,499
    Jerry O
    31st Aug, 2017
  31. Cedben

    Astute Financial Services

    Cedben, 18th Aug, 2017
    Replies:
    3
    Views:
    883
    euro73
    18th Aug, 2017
  32. Frank Manno

    Do I trust finance managers with handling my cash?

    Frank Manno, 13th Feb, 2017
    Replies:
    17
    Views:
    1,021
    Alex Straker
    28th Jun, 2017
  33. BallonTree

    Need financial advisor, I'm in Vic

    BallonTree, 24th Nov, 2016
    Replies:
    18
    Views:
    846
    Terry_w
    17th Jun, 2017
  34. arorah

    Financial Planner recommendations in melbourne???

    arorah, 16th Jun, 2017
    Replies:
    10
    Views:
    732
    Ross Forrester
    16th Jun, 2017
  35. Sasha Adelaide

    Property/Financial Advisor recommendation in Adelaide

    Sasha Adelaide, 8th May, 2017 ... 2
    Replies:
    25
    Views:
    2,401
    Sasha Adelaide
    2nd Jun, 2017
  36. Gockie

    Financial advice for the masses

    Gockie, 22nd May, 2017
    Replies:
    0
    Views:
    667
    Gockie
    22nd May, 2017
  37. Scaphella

    We need Financial Advice

    Scaphella, 4th May, 2017 ... 2
    Replies:
    23
    Views:
    1,740
    Jess Peletier
    8th May, 2017
  38. Peter Carter

    Financial advisor kickbacks.

    Peter Carter, 21st Apr, 2017 ... 2
    Replies:
    24
    Views:
    1,449
    Peter Carter
    27th Apr, 2017
  39. WellKnow

    Financial Planner in South East Melbourne

    WellKnow, 3rd Apr, 2017
    Replies:
    1
    Views:
    572
    Simon Moore
    3rd Apr, 2017
  40. Foreshadow

    Financial Planning Fees.

    Foreshadow, 27th Mar, 2017
    Replies:
    19
    Views:
    1,170
    Masih
    2nd Apr, 2017
Showing threads 1 to 40 of 51

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