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 4
Sort By:
Title Start Date
Replies Views
Last Message ↓
  1. daisy20202-7

    question on blocks

    daisy20202-7, 26th Jul, 2021 at 4:57 PM
    Replies:
    1
    Views:
    97
    daisy20202-7
    26th Jul, 2021 at 4:58 PM
  2. MTR

    Do you use a Financial Planner

    MTR, 9th Jun, 2021 ... 7 8 9
    Replies:
    170
    Views:
    7,279
    MTR
    19th Jul, 2021
  3. Terry_w

    Bloggers, Youtubers and Podcasters Giving Financial Advice

    Terry_w, 14th Jul, 2021
    Replies:
    0
    Views:
    303
    Terry_w
    14th Jul, 2021
  4. zuzu111

    What would you pay off first?

    zuzu111, 10th Jul, 2021
    Replies:
    2
    Views:
    351
    Terry_w
    10th Jul, 2021
  5. InvestHappy

    Investment Journey

    InvestHappy, 7th Jul, 2021
    Replies:
    1
    Views:
    298
    Rolf Latham
    7th Jul, 2021
  6. emilym

    Best options for wedding money

    emilym, 3rd May, 2021
    Replies:
    17
    Views:
    980
    standtall
    3rd Jul, 2021
  7. millie29

    Buying first investment with LVR >80% - worth it, or save more first?

    millie29, 30th Jun, 2021
    Replies:
    3
    Views:
    280
    Rolf Latham
    30th Jun, 2021
  8. Parkzilla

    Tax Planning - Repatriating to Australia - Recommended Advisors?

    Parkzilla, 25th Jun, 2021
    Replies:
    3
    Views:
    212
    Parkzilla
    25th Jun, 2021
  9. mkbonline

    Recommendation on Independent Financial Planner / Advisor

    mkbonline, 23rd Jan, 2021
    Replies:
    6
    Views:
    1,542
    David_SYD
    20th Jun, 2021
  10. craigc

    Simulation of super earnings in retirement

    craigc, 30th May, 2021
    Replies:
    4
    Views:
    637
    [email protected]
    31st May, 2021
  11. ChrisP73

    Investment company can complement super for retirement

    ChrisP73, 24th May, 2021
    Replies:
    4
    Views:
    524
    Terry_w
    24th May, 2021
  12. jaybean

    Help me critique a retirement plan I’ve been working on

    jaybean, 9th May, 2021
    Replies:
    4
    Views:
    860
    [email protected]
    20th May, 2021
  13. Kailash

    investn.com.au

    Kailash, 17th Feb, 2021 ... 2 3
    Replies:
    43
    Views:
    3,357
    Learner Investment
    13th May, 2021
  14. justine77

    how do you explain to someone the benefits of saving money to build wealth

    justine77, 23rd Feb, 2021 ... 2
    Replies:
    34
    Views:
    2,453
    Sackie
    10th May, 2021
  15. JaneC71

    Anyone have any expereince/knowledge about personal lending?

    JaneC71, 21st Apr, 2021
    Replies:
    2
    Views:
    435
    Stoffo
    21st Apr, 2021
  16. zuzu111

    Re-financing for reno query

    zuzu111, 16th Apr, 2021
    Replies:
    2
    Views:
    410
    Lindsay_W
    16th Apr, 2021
  17. Kieren

    Which Financial Service suits?

    Kieren, 18th Jan, 2021
    Replies:
    3
    Views:
    650
    JaxGC
    15th Apr, 2021
  18. MTR

    Financial Planners....confusion

    MTR, 15th May, 2018 ... 10 11 12
    Replies:
    222
    Views:
    21,232
    Muscat
    10th Apr, 2021
  19. kacheek

    What do you use to model / visualise financial scenarios?

    kacheek, 26th Mar, 2021
    Replies:
    6
    Views:
    763
    Rolf Latham
    27th Mar, 2021
  20. pippen

    Parents getting aged pension

    pippen, 2nd Feb, 2021 ... 2
    Replies:
    35
    Views:
    1,947
    Heinz57
    3rd Feb, 2021
  21. joelo

    Recommendations for a financial planner in Sydney

    joelo, 5th May, 2020 ... 2
    Replies:
    31
    Views:
    4,682
    David_SYD
    26th Dec, 2020
  22. mpty

    Financial planner for restructuring personal insurance

    mpty, 5th Jul, 2019 ... 2
    Replies:
    20
    Views:
    1,871
    wylie
    17th Nov, 2020
  23. Len HAMBLETON

    Cooee Wealth Partners

    Len HAMBLETON, 5th Nov, 2020
    Replies:
    5
    Views:
    1,764
    Terry_w
    6th Nov, 2020
  24. Traveller99

    Secondary School Funds - What would you do?

    Traveller99, 22nd Oct, 2020
    Replies:
    10
    Views:
    1,472
    chindonly
    26th Oct, 2020
  25. Sriteja Bongu

    Recommendations for a financial adviser

    Sriteja Bongu, 12th Oct, 2020
    Replies:
    6
    Views:
    1,655
    Terry_w
    15th Oct, 2020
  26. Car tart

    Poor service from Private Bankers

    Car tart, 16th Sep, 2020
    Replies:
    3
    Views:
    1,314
    Piston_Broke
    17th Sep, 2020
  27. Jey2018

    Effective positioning of a bucket company with in family trust structure

    Jey2018, 18th Feb, 2020 ... 2
    Replies:
    24
    Views:
    5,551
    Deeps6
    24th Aug, 2020
  28. Jaxon Avery

    Are Financial Advisers / Planners worth it?

    Jaxon Avery, 29th Jul, 2020
    Replies:
    6
    Views:
    2,346
    Jaxon Avery
    30th Jul, 2020
  29. Windmill

    Credit card and credit rating

    Windmill, 26th Nov, 2019
    Replies:
    17
    Views:
    1,874
    Lindsay_W
    22nd Jul, 2020
  30. Bris Jay

    Best rate on bringing USD into AUD

    Bris Jay, 23rd Feb, 2019 ... 2
    Replies:
    30
    Views:
    3,484
    Redwood
    7th Jul, 2020
  31. 2020 Property Investor

    Money Management - Offset Account?

    2020 Property Investor, 14th Jun, 2020
    Replies:
    12
    Views:
    2,310
    inertia
    28th Jun, 2020
  32. George K

    AssetBase Buyers Agent

    George K, 10th Mar, 2020
    Replies:
    15
    Views:
    2,217
    Trainee
    15th Jun, 2020
  33. devank

    Recent widow- How max pension.

    devank, 11th May, 2020 ... 2
    Replies:
    35
    Views:
    2,493
    Ted Varrick
    31st May, 2020
  34. Samuel

    Average Savings in Australia

    Samuel, 27th Feb, 2020 ... 2
    Replies:
    38
    Views:
    3,675
    Joynz
    31st May, 2020
  35. devank

    PPoR - Paying off vs small mortgage

    devank, 30th May, 2020
    Replies:
    8
    Views:
    1,070
    devank
    30th May, 2020
  36. spludgey

    How much money are you "spending"?

    spludgey, 30th May, 2020
    Replies:
    2
    Views:
    957
    Gockie
    30th May, 2020
  37. robbie_p

    How to make my money work for me in current conditions

    robbie_p, 14th Mar, 2020 ... 2
    Replies:
    22
    Views:
    2,334
    momentum26
    3rd May, 2020
  38. MTR

    Providing for nursing home

    MTR, 1st Mar, 2020 ... 2 3
    Replies:
    46
    Views:
    3,075
    Rugrat
    20th Apr, 2020
  39. RS Gumby

    Financial Planner

    RS Gumby, 14th Nov, 2019 ... 2
    Replies:
    30
    Views:
    5,799
    Gringo
    20th Apr, 2020
  40. Propagate

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

    Propagate, 18th Mar, 2020
    Replies:
    7
    Views:
    1,277
    [email protected]
    19th Mar, 2020
Showing threads 1 to 40 of 132

Thread Display Options

Loading...
Page 1 of 4