Financial Planning

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

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  1. mkbonline

    Recommendation on Independent Financial Planner / Advisor

    mkbonline, 23rd Jan, 2021 at 4:18 PM
    Replies:
    1
    Views:
    48
    Terry_w
    23rd Jan, 2021 at 7:50 PM
  2. Kieren

    Which Financial Service suits?

    Kieren, 18th Jan, 2021 at 11:39 PM
    Replies:
    2
    Views:
    183
    Kieren
    19th Jan, 2021 at 9:05 AM
  3. joelo

    Recommendations for a financial planner in Sydney

    joelo, 5th May, 2020 ... 2
    Replies:
    31
    Views:
    3,522
    David_SYD
    26th Dec, 2020
  4. mpty

    Financial planner for restructuring personal insurance

    mpty, 5th Jul, 2019 ... 2
    Replies:
    20
    Views:
    1,442
    wylie
    17th Nov, 2020
  5. Len HAMBLETON

    Cooee Wealth Partners

    Len HAMBLETON, 5th Nov, 2020
    Replies:
    5
    Views:
    775
    Terry_w
    6th Nov, 2020
  6. Traveller99

    Secondary School Funds - What would you do?

    Traveller99, 22nd Oct, 2020
    Replies:
    10
    Views:
    1,078
    chindonly
    26th Oct, 2020
  7. Sriteja Bongu

    Recommendations for a financial adviser

    Sriteja Bongu, 12th Oct, 2020
    Replies:
    6
    Views:
    1,013
    Terry_w
    15th Oct, 2020
  8. MTR

    Financial Planners....confusion

    MTR, 15th May, 2018 ... 10 11 12
    Replies:
    220
    Views:
    17,606
    MTR
    9th Oct, 2020
  9. Car tart

    Poor service from Private Bankers

    Car tart, 16th Sep, 2020
    Replies:
    3
    Views:
    1,002
    Piston_Broke
    17th Sep, 2020
  10. Jey2018

    Effective positioning of a bucket company with in family trust structure

    Jey2018, 18th Feb, 2020 ... 2
    Replies:
    24
    Views:
    3,036
    Deeps6
    24th Aug, 2020
  11. Jaxon Avery

    Are Financial Advisers / Planners worth it?

    Jaxon Avery, 29th Jul, 2020
    Replies:
    6
    Views:
    1,511
    Jaxon Avery
    30th Jul, 2020
  12. Windmill

    Credit card and credit rating

    Windmill, 26th Nov, 2019
    Replies:
    17
    Views:
    1,608
    Lindsay_W
    22nd Jul, 2020
  13. Bris Jay

    Best rate on bringing USD into AUD

    Bris Jay, 23rd Feb, 2019 ... 2
    Replies:
    30
    Views:
    3,023
    Redwood
    7th Jul, 2020
  14. 2020 Property Investor

    Money Management - Offset Account?

    2020 Property Investor, 14th Jun, 2020
    Replies:
    12
    Views:
    1,739
    inertia
    28th Jun, 2020
  15. George K

    AssetBase Buyers Agent

    George K, 10th Mar, 2020
    Replies:
    15
    Views:
    1,461
    Trainee
    15th Jun, 2020
  16. devank

    Recent widow- How max pension.

    devank, 11th May, 2020 ... 2
    Replies:
    35
    Views:
    2,155
    Ted Varrick
    31st May, 2020
  17. Samuel

    Average Savings in Australia

    Samuel, 27th Feb, 2020 ... 2
    Replies:
    38
    Views:
    2,685
    Joynz
    31st May, 2020
  18. devank

    PPoR - Paying off vs small mortgage

    devank, 30th May, 2020
    Replies:
    8
    Views:
    626
    devank
    30th May, 2020
  19. spludgey

    How much money are you "spending"?

    spludgey, 30th May, 2020
    Replies:
    2
    Views:
    646
    Gockie
    30th May, 2020
  20. robbie_p

    How to make my money work for me in current conditions

    robbie_p, 14th Mar, 2020 ... 2
    Replies:
    22
    Views:
    1,910
    momentum26
    3rd May, 2020
  21. MTR

    Providing for nursing home

    MTR, 1st Mar, 2020 ... 2 3
    Replies:
    46
    Views:
    2,512
    Rugrat
    20th Apr, 2020
  22. RS Gumby

    Financial Planner

    RS Gumby, 14th Nov, 2019 ... 2
    Replies:
    30
    Views:
    4,776
    Gringo
    20th Apr, 2020
  23. Propagate

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

    Propagate, 18th Mar, 2020
    Replies:
    7
    Views:
    1,145
    [email protected]
    19th Mar, 2020
  24. Bean27

    Hyperinflation, recession how bad can it get

    Bean27, 16th Mar, 2020 ... 2
    Replies:
    28
    Views:
    1,444
    The Y-man
    16th Mar, 2020
  25. Chotu

    Historical Rental Growth Stats

    Chotu, 28th Feb, 2020
    Replies:
    3
    Views:
    692
    Beano
    1st Mar, 2020
  26. Chotu

    Retirement at 55 - Line of Credit

    Chotu, 25th Feb, 2020 ... 2
    Replies:
    39
    Views:
    2,050
    kierank
    27th Feb, 2020
  27. JasonC

    Template Diagram for Trust/Company Structures

    JasonC, 14th Feb, 2020
    Replies:
    7
    Views:
    1,205
    Scott No Mates
    23rd Feb, 2020
  28. Mjay81

    Wealth creator vs financial advisor

    Mjay81, 10th Feb, 2020 ... 2
    Replies:
    37
    Views:
    2,067
    Terry_w
    13th Feb, 2020
  29. wylie

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

    wylie, 13th Feb, 2020
    Replies:
    7
    Views:
    1,145
    Piston_Broke
    13th Feb, 2020
  30. kierank

    Returns and Compounding - A Simple Viewpoint

    kierank, 16th Jan, 2020
    Replies:
    17
    Views:
    2,076
    kierank
    24th Jan, 2020
  31. ellejay

    Adding spouse to Title

    ellejay, 24th Jan, 2020
    Replies:
    9
    Views:
    813
    ellejay
    24th Jan, 2020
  32. The Gambler

    Loan coming to an end

    The Gambler, 14th Jan, 2020
    Replies:
    7
    Views:
    693
    Brady
    15th Jan, 2020
  33. KinG3o0o

    Pre-nup

    KinG3o0o, 18th Dec, 2019 ... 2 3
    Replies:
    51
    Views:
    2,627
    KinG3o0o
    14th Jan, 2020
  34. Wonderland

    How to structure our loan?

    Wonderland, 19th Dec, 2019
    Replies:
    8
    Views:
    935
    Jess Peletier
    22nd Dec, 2019
  35. Tigerstripes

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

    Tigerstripes, 19th Dec, 2019
    Replies:
    11
    Views:
    1,081
    Lindsay_W
    19th Dec, 2019
  36. WellKnow

    Financial Planner in South East Melbourne

    WellKnow, 3rd Apr, 2017
    Replies:
    2
    Views:
    1,250
    RS Gumby
    14th Nov, 2019
  37. CMcAr9

    Gordon Wealth

    CMcAr9, 16th Oct, 2019
    Replies:
    12
    Views:
    1,304
    [email protected]
    28th Oct, 2019
  38. BallonTree

    Need financial advisor, I'm in Vic

    BallonTree, 24th Nov, 2016 ... 2
    Replies:
    24
    Views:
    2,539
    Terry_w
    18th Sep, 2019
  39. AngelicaS

    Should we sell our properties at a loss?

    AngelicaS, 18th Jun, 2019 ... 2
    Replies:
    22
    Views:
    2,816
    Bunbury
    10th Sep, 2019
  40. Kieren

    Financial Planning with Property in mind

    Kieren, 18th Jul, 2019
    Replies:
    14
    Views:
    1,557
    Willy
    10th Aug, 2019
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