Financial Planning

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

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  1. Kieren

    Financial Planning with Property in mind

    Kieren, 18th Jul, 2019 at 8:48 PM
    Replies:
    6
    Views:
    78
    geoffw
    19th Jul, 2019 at 4:29 AM
  2. mpty

    Financial planner for restructuring personal insurance

    mpty, 5th Jul, 2019
    Replies:
    17
    Views:
    454
    mpty
    15th Jul, 2019 at 10:43 AM
  3. San2018

    Credit score impact due to CC closure?

    San2018, 26th Jun, 2019
    Replies:
    1
    Views:
    257
    Peter_Tersteeg
    26th Jun, 2019
  4. AlanC123

    CGT Tax Discount - 12 month rule enquiry

    AlanC123, 25th Jun, 2019
    Replies:
    1
    Views:
    149
    Terry_w
    25th Jun, 2019
  5. AngelicaS

    Should we sell our properties at a loss?

    AngelicaS, 18th Jun, 2019 ... 2
    Replies:
    20
    Views:
    994
    gman65
    19th Jun, 2019
  6. MTR

    Financial Planners....confusion

    MTR, 15th May, 2018 ... 6 7 8
    Replies:
    141
    Views:
    7,921
    Alex Straker
    11th Jun, 2019
  7. skinner84

    Financial Advice For Young Couple

    skinner84, 5th Jun, 2019 ... 2
    Replies:
    23
    Views:
    1,021
    MWI
    6th Jun, 2019
  8. Travelbug

    Granny Flat Interest

    Travelbug, 20th May, 2019
    Replies:
    7
    Views:
    310
    Terry_w
    21st May, 2019
  9. umbro2

    How best to use $350k cash

    umbro2, 14th May, 2019
    Replies:
    16
    Views:
    925
    Terry_w
    17th May, 2019
  10. 2jzzzz

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

    2jzzzz, 28th Apr, 2019
    Replies:
    11
    Views:
    497
    [email protected]
    16th May, 2019
  11. Bean27

    Credit Card rookie

    Bean27, 3rd May, 2019 ... 2 3
    Replies:
    45
    Views:
    934
    mr_alex
    10th May, 2019
  12. sfdoddsy

    Financial Planner or good accountant?

    sfdoddsy, 27th Mar, 2019 ... 2 3
    Replies:
    50
    Views:
    2,521
    sfdoddsy
    3rd May, 2019
  13. Perthguy

    Any value in Robo Advisers in Australia?

    Perthguy, 20th Feb, 2017 ... 2 3
    Replies:
    54
    Views:
    4,642
    Ross Forrester
    28th Mar, 2019
  14. Peppas

    Do you pay for ongoing advice?

    Peppas, 16th Mar, 2019 ... 2
    Replies:
    28
    Views:
    1,139
    Martinez22
    28th Mar, 2019
  15. Redwing

    Fees

    Redwing, 19th Feb, 2019
    Replies:
    5
    Views:
    600
    Martinez22
    1st Mar, 2019
  16. Bris Jay

    Best rate on bringing USD into AUD

    Bris Jay, 23rd Feb, 2019
    Replies:
    7
    Views:
    338
    MTR
    24th Feb, 2019
  17. MTR

    Would you be happy to Pay the Mortgage Broker

    MTR, 6th Feb, 2019 ... 2 3 4
    Replies:
    60
    Views:
    2,187
    Rolf Latham
    11th Feb, 2019
  18. Serveman

    Life coach, mentor, financial advisors

    Serveman, 14th Oct, 2018 ... 2
    Replies:
    22
    Views:
    2,047
    ellejay
    22nd Nov, 2018
  19. TheStiller

    Adelaide One Stop Shop for transition to retirement

    TheStiller, 11th Nov, 2018
    Replies:
    0
    Views:
    328
    TheStiller
    11th Nov, 2018
  20. _alex_

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

    _alex_, 24th Jan, 2017 ... 2 3
    Replies:
    45
    Views:
    5,263
    [email protected]
    1st Nov, 2018
  21. astonma

    CA researching transition into financial planning industry

    astonma, 26th Jul, 2018
    Replies:
    3
    Views:
    445
    [email protected]
    1st Nov, 2018
  22. pwnitat0r

    Financial advisor connected to super fund that is external

    pwnitat0r, 30th Jul, 2018
    Replies:
    3
    Views:
    423
    bunkai
    31st Jul, 2018
  23. Propin

    Financial planning for retirement - Perth

    Propin, 14th Jul, 2018
    Replies:
    7
    Views:
    663
    Terry_w
    15th Jul, 2018
  24. Redwing

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

    Redwing, 22nd Jun, 2018
    Replies:
    2
    Views:
    387
    Peter_Tersteeg
    22nd Jun, 2018
  25. Sackie

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

    Sackie, 5th Jun, 2018
    Replies:
    1
    Views:
    795
    euro73
    5th Jun, 2018
  26. Musodata

    anyone with experience of 'Wealth First' financial advisors?

    Musodata, 27th Jul, 2017
    Replies:
    7
    Views:
    1,569
    Terry_w
    21st May, 2018
  27. willair

    Storm Financial..

    willair, 30th May, 2016
    Replies:
    3
    Views:
    888
    Redwing
    23rd Mar, 2018
  28. Rhiannan

    Independent financial planner recommendations

    Rhiannan, 24th Feb, 2018
    Replies:
    12
    Views:
    1,013
    [email protected]
    1st Mar, 2018
  29. Wez

    Financial advisor / strategist - Geelong / Melbourne

    Wez, 19th Feb, 2018
    Replies:
    9
    Views:
    846
    craigc
    22nd Feb, 2018
  30. MyDarlinghurst

    invitation to see a Financial Planner free

    MyDarlinghurst, 29th Jan, 2018
    Replies:
    6
    Views:
    684
    [email protected]
    2nd Feb, 2018
  31. Garry

    Property accountant/ financial planner Sydney

    Garry, 22nd Sep, 2017 ... 2
    Replies:
    27
    Views:
    2,122
    L3ha7
    20th Jan, 2018
  32. Al1979

    Financial Advisor

    Al1979, 15th Jan, 2018
    Replies:
    5
    Views:
    865
    Trainee
    19th Jan, 2018
  33. Matt87

    Financial planning

    Matt87, 26th Dec, 2017 ... 2
    Replies:
    35
    Views:
    2,008
    Matt87
    3rd Jan, 2018
  34. Sundancer

    Financial Advisor

    Sundancer, 28th Oct, 2017
    Replies:
    3
    Views:
    753
    Terry_w
    28th Oct, 2017
  35. 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:
    4,046
    SatayKing
    21st Sep, 2017
  36. KingBendtner

    Real Estate Financial Planning service?

    KingBendtner, 11th Sep, 2017 ... 2
    Replies:
    34
    Views:
    1,921
    KingBendtner
    13th Sep, 2017
  37. hash_investor

    Chase Edwards

    hash_investor, 31st Aug, 2017
    Replies:
    1
    Views:
    1,870
    Jerry O
    31st Aug, 2017
  38. Cedben

    Astute Financial Services

    Cedben, 18th Aug, 2017
    Replies:
    3
    Views:
    935
    euro73
    18th Aug, 2017
  39. Frank Manno

    Do I trust finance managers with handling my cash?

    Frank Manno, 13th Feb, 2017
    Replies:
    17
    Views:
    1,060
    Alex Straker
    28th Jun, 2017
  40. BallonTree

    Need financial advisor, I'm in Vic

    BallonTree, 24th Nov, 2016
    Replies:
    18
    Views:
    884
    Terry_w
    17th Jun, 2017
Showing threads 1 to 40 of 58

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