Financial Planning

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

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  1. kierank

    Returns and Compounding - A Simple Viewpoint

    kierank, 16th Jan, 2020
    Replies:
    17
    Views:
    1,226
    kierank
    24th Jan, 2020 at 11:56 AM
  2. ellejay

    Adding spouse to Title

    ellejay, 24th Jan, 2020 at 8:01 AM
    Replies:
    9
    Views:
    137
    ellejay
    24th Jan, 2020 at 11:12 AM
  3. The Gambler

    Loan coming to an end

    The Gambler, 14th Jan, 2020
    Replies:
    7
    Views:
    320
    Brady
    15th Jan, 2020
  4. KinG3o0o

    Pre-nup

    KinG3o0o, 18th Dec, 2019 ... 2 3
    Replies:
    51
    Views:
    1,523
    KinG3o0o
    14th Jan, 2020
  5. RS Gumby

    Financial Planner

    RS Gumby, 14th Nov, 2019
    Replies:
    13
    Views:
    932
    MoneyMan
    6th Jan, 2020
  6. Wonderland

    How to structure our loan?

    Wonderland, 19th Dec, 2019
    Replies:
    8
    Views:
    444
    Jess Peletier
    22nd Dec, 2019
  7. Tigerstripes

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

    Tigerstripes, 19th Dec, 2019
    Replies:
    11
    Views:
    433
    Lindsay_W
    19th Dec, 2019
  8. Windmill

    Credit card and credit rating

    Windmill, 26th Nov, 2019
    Replies:
    4
    Views:
    406
    Noobieboy
    26th Nov, 2019
  9. WellKnow

    Financial Planner in South East Melbourne

    WellKnow, 3rd Apr, 2017
    Replies:
    2
    Views:
    886
    RS Gumby
    14th Nov, 2019
  10. CMcAr9

    Gordon Wealth

    CMcAr9, 16th Oct, 2019
    Replies:
    12
    Views:
    837
    [email protected]
    28th Oct, 2019
  11. Bris Jay

    Best rate on bringing USD into AUD

    Bris Jay, 23rd Feb, 2019 ... 2
    Replies:
    24
    Views:
    1,188
    Trainee
    11th Oct, 2019
  12. BallonTree

    Need financial advisor, I'm in Vic

    BallonTree, 24th Nov, 2016 ... 2
    Replies:
    24
    Views:
    1,754
    Terry_w
    18th Sep, 2019
  13. AngelicaS

    Should we sell our properties at a loss?

    AngelicaS, 18th Jun, 2019 ... 2
    Replies:
    22
    Views:
    2,175
    Bunbury
    10th Sep, 2019
  14. MTR

    Financial Planners....confusion

    MTR, 15th May, 2018 ... 7 8 9
    Replies:
    177
    Views:
    12,259
    Intrigued_again
    27th Aug, 2019
  15. Kieren

    Financial Planning with Property in mind

    Kieren, 18th Jul, 2019
    Replies:
    14
    Views:
    1,133
    Willy
    10th Aug, 2019
  16. Terry_w

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

    Terry_w, 22nd Jul, 2019
    Replies:
    4
    Views:
    987
    [email protected]
    31st Jul, 2019
  17. sfdoddsy

    Financial Planner or good accountant?

    sfdoddsy, 27th Mar, 2019 ... 2 3
    Replies:
    51
    Views:
    3,676
    JLui
    19th Jul, 2019
  18. mpty

    Financial planner for restructuring personal insurance

    mpty, 5th Jul, 2019
    Replies:
    18
    Views:
    798
    mpty
    15th Jul, 2019
  19. San2018

    Credit score impact due to CC closure?

    San2018, 26th Jun, 2019
    Replies:
    1
    Views:
    543
    Peter_Tersteeg
    26th Jun, 2019
  20. AlanC123

    CGT Tax Discount - 12 month rule enquiry

    AlanC123, 25th Jun, 2019
    Replies:
    1
    Views:
    389
    Terry_w
    25th Jun, 2019
  21. skinner84

    Financial Advice For Young Couple

    skinner84, 5th Jun, 2019 ... 2
    Replies:
    23
    Views:
    1,786
    MWI
    6th Jun, 2019
  22. Travelbug

    Granny Flat Interest

    Travelbug, 20th May, 2019
    Replies:
    7
    Views:
    628
    Terry_w
    21st May, 2019
  23. umbro2

    How best to use $350k cash

    umbro2, 14th May, 2019
    Replies:
    16
    Views:
    1,509
    Terry_w
    17th May, 2019
  24. 2jzzzz

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

    2jzzzz, 28th Apr, 2019
    Replies:
    11
    Views:
    757
    [email protected]
    16th May, 2019
  25. Bean27

    Credit Card rookie

    Bean27, 3rd May, 2019 ... 2 3
    Replies:
    45
    Views:
    1,548
    mr_alex
    10th May, 2019
  26. Perthguy

    Any value in Robo Advisers in Australia?

    Perthguy, 20th Feb, 2017 ... 2 3
    Replies:
    54
    Views:
    5,446
    Ross Forrester
    28th Mar, 2019
  27. Peppas

    Do you pay for ongoing advice?

    Peppas, 16th Mar, 2019 ... 2
    Replies:
    28
    Views:
    1,577
    Martinez22
    28th Mar, 2019
  28. Redwing

    Fees

    Redwing, 19th Feb, 2019
    Replies:
    5
    Views:
    821
    Martinez22
    1st Mar, 2019
  29. MTR

    Would you be happy to Pay the Mortgage Broker

    MTR, 6th Feb, 2019 ... 2 3 4
    Replies:
    60
    Views:
    2,825
    Rolf Latham
    11th Feb, 2019
  30. Serveman

    Life coach, mentor, financial advisors

    Serveman, 14th Oct, 2018 ... 2
    Replies:
    22
    Views:
    2,583
    ellejay
    22nd Nov, 2018
  31. TheStiller

    Adelaide One Stop Shop for transition to retirement

    TheStiller, 11th Nov, 2018
    Replies:
    0
    Views:
    487
    TheStiller
    11th Nov, 2018
  32. _alex_

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

    _alex_, 24th Jan, 2017 ... 2 3
    Replies:
    45
    Views:
    6,427
    [email protected]
    1st Nov, 2018
  33. astonma

    CA researching transition into financial planning industry

    astonma, 26th Jul, 2018
    Replies:
    3
    Views:
    565
    [email protected]
    1st Nov, 2018
  34. pwnitat0r

    Financial advisor connected to super fund that is external

    pwnitat0r, 30th Jul, 2018
    Replies:
    3
    Views:
    585
    bunkai
    31st Jul, 2018
  35. Propin

    Financial planning for retirement - Perth

    Propin, 14th Jul, 2018
    Replies:
    7
    Views:
    851
    Terry_w
    15th Jul, 2018
  36. Redwing

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

    Redwing, 22nd Jun, 2018
    Replies:
    2
    Views:
    516
    Peter_Tersteeg
    22nd Jun, 2018
  37. Sackie

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

    Sackie, 5th Jun, 2018
    Replies:
    1
    Views:
    1,004
    euro73
    5th Jun, 2018
  38. Musodata

    anyone with experience of 'Wealth First' financial advisors?

    Musodata, 27th Jul, 2017
    Replies:
    7
    Views:
    1,864
    Terry_w
    21st May, 2018
  39. willair

    Storm Financial..

    willair, 30th May, 2016
    Replies:
    3
    Views:
    1,080
    Redwing
    23rd Mar, 2018
  40. Rhiannan

    Independent financial planner recommendations

    Rhiannan, 24th Feb, 2018
    Replies:
    12
    Views:
    1,284
    [email protected]
    1st Mar, 2018
Showing threads 1 to 40 of 68

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