Financial Planning

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

Join Australia's most dynamic and respected property investment community
Page 1 of 2
Sort By:
Title Start Date
Replies Views
Last Message ↓
  1. RS Gumby

    Financial Planner

    RS Gumby, 14th Nov, 2019 ... 2
    Replies:
    24
    Views:
    3,123
    [email protected]
    8th Apr, 2020 at 12:57 PM
  2. Bris Jay

    Best rate on bringing USD into AUD

    Bris Jay, 23rd Feb, 2019 ... 2
    Replies:
    25
    Views:
    1,465
    GoldCoastBound
    26th Mar, 2020
  3. Propagate

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

    Propagate, 18th Mar, 2020
    Replies:
    7
    Views:
    894
    [email protected]
    19th Mar, 2020
  4. Bean27

    Hyperinflation, recession how bad can it get

    Bean27, 16th Mar, 2020 ... 2
    Replies:
    28
    Views:
    861
    The Y-man
    16th Mar, 2020
  5. robbie_p

    How to make my money work for me in current conditions

    robbie_p, 14th Mar, 2020 ... 2
    Replies:
    21
    Views:
    844
    AndyPandy
    16th Mar, 2020
  6. George K

    AssetBase Buyers Agent

    George K, 10th Mar, 2020
    Replies:
    12
    Views:
    570
    [email protected]
    12th Mar, 2020
  7. MTR

    Providing for nursing home

    MTR, 1st Mar, 2020 ... 2 3
    Replies:
    40
    Views:
    797
    geoffw
    3rd Mar, 2020
  8. Chotu

    Historical Rental Growth Stats

    Chotu, 28th Feb, 2020
    Replies:
    3
    Views:
    429
    Beano
    1st Mar, 2020
  9. Chotu

    Retirement at 55 - Line of Credit

    Chotu, 25th Feb, 2020 ... 2
    Replies:
    39
    Views:
    1,323
    kierank
    27th Feb, 2020
  10. Samuel

    Average Savings in Australia

    Samuel, 27th Feb, 2020
    Replies:
    4
    Views:
    369
    MWI
    27th Feb, 2020
  11. JasonC

    Template Diagram for Trust/Company Structures

    JasonC, 14th Feb, 2020
    Replies:
    7
    Views:
    871
    Scott No Mates
    23rd Feb, 2020
  12. Jey2018

    Effective positioning of a bucket company with in family trust structure

    Jey2018, 18th Feb, 2020
    Replies:
    19
    Views:
    878
    Trainee
    19th Feb, 2020
  13. Mjay81

    Wealth creator vs financial advisor

    Mjay81, 10th Feb, 2020 ... 2
    Replies:
    37
    Views:
    1,280
    Terry_w
    13th Feb, 2020
  14. wylie

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

    wylie, 13th Feb, 2020
    Replies:
    7
    Views:
    574
    Piston_Broke
    13th Feb, 2020
  15. kierank

    Returns and Compounding - A Simple Viewpoint

    kierank, 16th Jan, 2020
    Replies:
    17
    Views:
    1,694
    kierank
    24th Jan, 2020
  16. ellejay

    Adding spouse to Title

    ellejay, 24th Jan, 2020
    Replies:
    9
    Views:
    241
    ellejay
    24th Jan, 2020
  17. The Gambler

    Loan coming to an end

    The Gambler, 14th Jan, 2020
    Replies:
    7
    Views:
    420
    Brady
    15th Jan, 2020
  18. KinG3o0o

    Pre-nup

    KinG3o0o, 18th Dec, 2019 ... 2 3
    Replies:
    51
    Views:
    1,844
    KinG3o0o
    14th Jan, 2020
  19. Wonderland

    How to structure our loan?

    Wonderland, 19th Dec, 2019
    Replies:
    8
    Views:
    550
    Jess Peletier
    22nd Dec, 2019
  20. Tigerstripes

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

    Tigerstripes, 19th Dec, 2019
    Replies:
    11
    Views:
    614
    Lindsay_W
    19th Dec, 2019
  21. Windmill

    Credit card and credit rating

    Windmill, 26th Nov, 2019
    Replies:
    4
    Views:
    460
    Noobieboy
    26th Nov, 2019
  22. WellKnow

    Financial Planner in South East Melbourne

    WellKnow, 3rd Apr, 2017
    Replies:
    2
    Views:
    984
    RS Gumby
    14th Nov, 2019
  23. CMcAr9

    Gordon Wealth

    CMcAr9, 16th Oct, 2019
    Replies:
    12
    Views:
    934
    [email protected]
    28th Oct, 2019
  24. BallonTree

    Need financial advisor, I'm in Vic

    BallonTree, 24th Nov, 2016 ... 2
    Replies:
    24
    Views:
    1,938
    Terry_w
    18th Sep, 2019
  25. AngelicaS

    Should we sell our properties at a loss?

    AngelicaS, 18th Jun, 2019 ... 2
    Replies:
    22
    Views:
    2,312
    Bunbury
    10th Sep, 2019
  26. MTR

    Financial Planners....confusion

    MTR, 15th May, 2018 ... 7 8 9
    Replies:
    177
    Views:
    12,744
    Intrigued_again
    27th Aug, 2019
  27. Kieren

    Financial Planning with Property in mind

    Kieren, 18th Jul, 2019
    Replies:
    14
    Views:
    1,244
    Willy
    10th Aug, 2019
  28. Terry_w

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

    Terry_w, 22nd Jul, 2019
    Replies:
    4
    Views:
    1,077
    [email protected]
    31st Jul, 2019
  29. sfdoddsy

    Financial Planner or good accountant?

    sfdoddsy, 27th Mar, 2019 ... 2 3
    Replies:
    51
    Views:
    3,923
    JLui
    19th Jul, 2019
  30. mpty

    Financial planner for restructuring personal insurance

    mpty, 5th Jul, 2019
    Replies:
    18
    Views:
    852
    mpty
    15th Jul, 2019
  31. San2018

    Credit score impact due to CC closure?

    San2018, 26th Jun, 2019
    Replies:
    1
    Views:
    588
    Peter_Tersteeg
    26th Jun, 2019
  32. ACH123

    CGT Tax Discount - 12 month rule enquiry

    ACH123, 25th Jun, 2019
    Replies:
    1
    Views:
    443
    Terry_w
    25th Jun, 2019
  33. skinner84

    Financial Advice For Young Couple

    skinner84, 5th Jun, 2019 ... 2
    Replies:
    23
    Views:
    1,978
    MWI
    6th Jun, 2019
  34. Travelbug

    Granny Flat Interest

    Travelbug, 20th May, 2019
    Replies:
    7
    Views:
    697
    Terry_w
    21st May, 2019
  35. umbro2

    How best to use $350k cash

    umbro2, 14th May, 2019
    Replies:
    16
    Views:
    1,627
    Terry_w
    17th May, 2019
  36. 2jzzzz

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

    2jzzzz, 28th Apr, 2019
    Replies:
    11
    Views:
    807
    [email protected]
    16th May, 2019
  37. Bean27

    Credit Card rookie

    Bean27, 3rd May, 2019 ... 2 3
    Replies:
    45
    Views:
    1,700
    mr_alex
    10th May, 2019
  38. Perthguy

    Any value in Robo Advisers in Australia?

    Perthguy, 20th Feb, 2017 ... 2 3
    Replies:
    54
    Views:
    5,664
    Ross Forrester
    28th Mar, 2019
  39. Peppas

    Do you pay for ongoing advice?

    Peppas, 16th Mar, 2019 ... 2
    Replies:
    28
    Views:
    1,702
    Martinez22
    28th Mar, 2019
  40. Redwing

    Fees

    Redwing, 19th Feb, 2019
    Replies:
    5
    Views:
    884
    Martinez22
    1st Mar, 2019
Showing threads 1 to 40 of 80

Thread Display Options

Loading...
Page 1 of 2