Financial Planning

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

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  1. evisional

    Need a financial adviser for Credit Suisse GP100 - Australia Trust

    evisional, 27th May, 2008
    Replies:
    5
    Views:
    2,945
    voigtstr
    28th May, 2008
  2. rosewaterwrx

    investing now?? advice

    rosewaterwrx, 25th May, 2008 ... 2
    Replies:
    26
    Views:
    6,780
    Norak Bastiat
    21st Jul, 2008
  3. Mark Leo

    Financial guru Marc Faber gives grim news

    Mark Leo, 22nd Jul, 2008
    Replies:
    3
    Views:
    2,438
    Mark Leo
    23rd Jul, 2008
  4. TROM

    Navra Financial Services for Income etc,etc

    TROM, 27th Apr, 2009
    Replies:
    10
    Views:
    4,263
    Young Gun
    5th Jun, 2009
  5. irishnolan

    changing advisor, how do you?

    irishnolan, 17th Jun, 2009
    Replies:
    2
    Views:
    1,951
    FinSpec
    18th Jun, 2009
  6. Tropo

    'Even A Chimpanzee Could Run Goldman Sachs'

    Tropo, 16th Jul, 2009
    Replies:
    1
    Views:
    2,391
    AsxBroker
    16th Jul, 2009
  7. maza

    Fin Advisor advises move to Enhanced Yield over Cash

    maza, 6th Jul, 2009
    Replies:
    9
    Views:
    2,504
    Dolfinwise
    30th Sep, 2009
  8. Magpie

    Please comment on or criticise our retirement strategy

    Magpie, 5th Jan, 2010
    Replies:
    17
    Views:
    4,014
    Dougmaggie
    6th Feb, 2010
  9. Chris C

    Goldman Sachs To Face Fraud Charges

    Chris C, 19th Apr, 2010
    Replies:
    8
    Views:
    3,374
    Tropo
    2nd May, 2010
  10. Tropo

    Goldman Profited on its Trades, Clients Lost on its Advice

    Tropo, 20th May, 2010
    Replies:
    3
    Views:
    2,549
    Chris C
    21st May, 2010
  11. maybel

    SRP question 6!

    maybel, 21st Jan, 2011
    Replies:
    0
    Views:
    1,965
    maybel
    21st Jan, 2011
  12. LRL82

    Seen financial advisor - more confused then ever!!!

    LRL82, 16th Mar, 2011
    Replies:
    1
    Views:
    1,903
    builder2818
    16th Mar, 2011
  13. perky

    Navra Financial Services in liquidation?

    perky, 19th Jul, 2011
    Replies:
    9
    Views:
    6,558
    GeeVee
    10th Aug, 2011
  14. SaraElise

    Investment Planning 1 - Grace Version

    SaraElise, 21st Aug, 2011
    Replies:
    0
    Views:
    1,805
    SaraElise
    21st Aug, 2011
  15. Renoir III

    Looking for Financial Planner partner

    Renoir III, 5th Oct, 2011
    Replies:
    0
    Views:
    1,777
    Renoir III
    5th Oct, 2011
  16. shouldisell

    New Financial Plan! (please advise)

    shouldisell, 3rd Jun, 2012
    Replies:
    5
    Views:
    3,874
    Chris C
    6th Jun, 2012
  17. benny123

    investment plan

    benny123, 8th Jul, 2012
    Replies:
    5
    Views:
    2,370
    M.Investigator
    22nd Aug, 2012
  18. midou

    Bank Financial adviser. Are they worse or better???

    midou, 19th Oct, 2012
    Replies:
    10
    Views:
    4,434
    Andrew Newman
    7th Feb, 2013
  19. spider

    I wouldn't mind retiring

    spider, 12th May, 2013
    Replies:
    3
    Views:
    5,657
    Terry_w
    24th May, 2013
  20. Simon Hampel

    Macquarie Private Wealth

    Simon Hampel, 9th Dec, 2014
    Replies:
    0
    Views:
    2,794
    Simon Hampel
    9th Dec, 2014
  21. Simon Hampel

    Navra Financial Services Warrants Class Action

    Simon Hampel, 12th Feb, 2015
    Replies:
    0
    Views:
    3,852
    Simon Hampel
    12th Feb, 2015
  22. L3ha7

    Advisor and planner independent

    L3ha7, 10th Jul, 2016
    Replies:
    3
    Views:
    1,877
    wombat777
    20th Jul, 2016
  23. Emoi

    Just got made redundant, feeling happy but need a financial planner, I think.

    Emoi, 8th Jun, 2016 ... 2
    Replies:
    23
    Views:
    3,669
    ellejay
    1st Aug, 2016
  24. Marco Bon

    An accountant, a mortgage broker...and a financial advisor?

    Marco Bon, 23rd Aug, 2016
    Replies:
    13
    Views:
    5,526
    Marco Bon
    24th Aug, 2016
  25. Matt Ad

    Financial planners and index funds

    Matt Ad, 29th Jul, 2016 ... 2 3
    Replies:
    46
    Views:
    7,871
    Alex Straker
    14th Nov, 2016
  26. Foreshadow

    Financial Planner

    Foreshadow, 27th Dec, 2016 ... 2
    Replies:
    21
    Views:
    3,028
    Terry_w
    29th Dec, 2016
  27. Glitch

    Financial Planner Recommendations - Melbourne

    Glitch, 20th Jan, 2017
    Replies:
    2
    Views:
    1,317
    Paul@PAS
    20th Jan, 2017
  28. Drgonzo

    Financial planner

    Drgonzo, 23rd Jan, 2017
    Replies:
    3
    Views:
    1,788
    Terry_w
    23rd Jan, 2017
  29. Barny

    Financial planner- Possible career change.

    Barny, 24th Jan, 2017
    Replies:
    10
    Views:
    3,567
    Corey Batt
    25th Jan, 2017
  30. m00n1

    Good financial planners? Or is that the right thing?

    m00n1, 19th Feb, 2017
    Replies:
    11
    Views:
    2,064
    albanga
    20th Feb, 2017
  31. izzy16

    Can anyone recommend a financial advisor? Syd CBD.

    izzy16, 20th Feb, 2017
    Replies:
    13
    Views:
    4,590
    Chris Au
    8th Mar, 2017
  32. Anthony Brew

    Financial Planning Question

    Anthony Brew, 18th Mar, 2017
    Replies:
    8
    Views:
    1,483
    Anthony Brew
    18th Mar, 2017
  33. Foreshadow

    Financial Planning Fees.

    Foreshadow, 27th Mar, 2017
    Replies:
    19
    Views:
    2,116
    Masih
    2nd Apr, 2017
  34. Peter Carter

    Financial advisor kickbacks.

    Peter Carter, 21st Apr, 2017 ... 2
    Replies:
    24
    Views:
    3,012
    Peter Carter
    27th Apr, 2017
  35. Scaphella

    We need Financial Advice

    Scaphella, 4th May, 2017 ... 2
    Replies:
    23
    Views:
    3,638
    Jess Peletier
    8th May, 2017
  36. Gockie

    Financial advice for the masses

    Gockie, 22nd May, 2017
    Replies:
    0
    Views:
    1,224
    Gockie
    22nd May, 2017
  37. Sasha Adelaide

    Property/Financial Advisor recommendation in Adelaide

    Sasha Adelaide, 8th May, 2017 ... 2
    Replies:
    25
    Views:
    6,174
    Sasha Adelaide
    2nd Jun, 2017
  38. arorah

    Financial Planner recommendations in melbourne???

    arorah, 16th Jun, 2017
    Replies:
    10
    Views:
    1,872
    Ross Forrester
    16th Jun, 2017
  39. Frank Manno

    MLC/NAB Wrap Platform - Cash hub question.

    Frank Manno, 14th Jun, 2017
    Replies:
    2
    Views:
    1,501
    Simon Hampel
    26th Jun, 2017
  40. Frank Manno

    Do I trust finance managers with handling my cash?

    Frank Manno, 13th Feb, 2017
    Replies:
    17
    Views:
    1,916
    Alex Straker
    28th Jun, 2017
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