Financial Planning

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

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  1. MTR

    Would you be happy to Pay the Mortgage Broker

    MTR, 6th Feb, 2019 ... 2 3 4
    Replies:
    60
    Views:
    5,337
    Rolf Latham
    11th Feb, 2019
  2. William@PFI

    Why is taking Advice so important

    William@PFI, 18th Sep, 2021 ... 2
    Replies:
    29
    Views:
    5,300
    William@PFI
    25th Jan, 2022
  3. Fraggle

    Who to approach for advice

    Fraggle, 23rd Nov, 2022
    Replies:
    10
    Views:
    2,891
    Paul@PAS
    29th Mar, 2023
  4. Kieren

    Which Financial Service suits?

    Kieren, 18th Jan, 2021
    Replies:
    3
    Views:
    1,284
    JaxGC
    15th Apr, 2021
  5. daisy20202-7

    When is it time to live on your own and how do you hang on until you can buy

    daisy20202-7, 17th Jun, 2022
    Replies:
    3
    Views:
    1,953
    daisy20202-7
    17th Jun, 2022
  6. zuzu111

    What would you pay off first?

    zuzu111, 10th Jul, 2021
    Replies:
    2
    Views:
    2,097
    Terry_w
    10th Jul, 2021
  7. Jasper

    What to do next?

    Jasper, 16th Feb, 2022
    Replies:
    7
    Views:
    1,804
    Jasper
    23rd Feb, 2022
  8. kacheek

    What do you use to model / visualise financial scenarios?

    kacheek, 26th Mar, 2021
    Replies:
    6
    Views:
    1,872
    Rolf Latham
    27th Mar, 2021
  9. CraigJ23

    were should spare money go?

    CraigJ23, 7th Aug, 2021 ... 2
    Replies:
    30
    Views:
    3,944
    skater
    9th Aug, 2021
  10. Mjay81

    Wealth creator vs financial advisor

    Mjay81, 10th Feb, 2020 ... 2
    Replies:
    37
    Views:
    3,799
    Terry_w
    13th Feb, 2020
  11. Scaphella

    We need Financial Advice

    Scaphella, 4th May, 2017 ... 2
    Replies:
    23
    Views:
    3,632
    Jess Peletier
    8th May, 2017
  12. _alex_

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

    _alex_, 24th Jan, 2017 ... 2 3
    Replies:
    45
    Views:
    15,906
    Paul@PAS
    1st Nov, 2018
  13. Noobieboy

    Unintended externalities of Super

    Noobieboy, 6th Feb, 2022
    Replies:
    3
    Views:
    1,854
    Noobieboy
    13th Mar, 2022
  14. djjk

    Underwhelming financial planning experience?

    djjk, 20th Nov, 2023
    Replies:
    12
    Views:
    1,626
    mrdobalina
    1st Dec, 2023
  15. BlueGreen

    Transfer of Ownership for a Retiree

    BlueGreen, 7th Jan, 2024
    Replies:
    2
    Views:
    623
    Paul@PAS
    8th Jan, 2024
  16. MrSquiggle

    Tips for preparing for bankruptcy with mortgage

    MrSquiggle, 29th Oct, 2022
    Replies:
    2
    Views:
    1,897
    MrSquiggle
    29th Oct, 2022
  17. apaul

    Tips for 2 jobs - Increase income

    apaul, 16th Jul, 2022 ... 2
    Replies:
    29
    Views:
    5,778
    SoloMum
    29th Aug, 2022
  18. William@PFI

    The value of advice

    William@PFI, 24th Aug, 2021
    Replies:
    14
    Views:
    2,542
    William@PFI
    24th Aug, 2021
  19. JasonC

    Template Diagram for Trust/Company Structures

    JasonC, 14th Feb, 2020
    Replies:
    7
    Views:
    2,624
    Scott No Mates
    23rd Feb, 2020
  20. Parkzilla

    Tax Planning - Repatriating to Australia - Recommended Advisors?

    Parkzilla, 25th Jun, 2021
    Replies:
    3
    Views:
    1,339
    Parkzilla
    25th Jun, 2021
  21. willair

    Storm Financial..

    willair, 30th May, 2016
    Replies:
    3
    Views:
    1,606
    Redwing
    23rd Mar, 2018
  22. Esma

    Starting small investment

    Esma, 12th Sep, 2022
    Replies:
    1
    Views:
    1,542
    SatayKing
    12th Sep, 2022
  23. maybel

    SRP question 6!

    maybel, 21st Jan, 2011
    Replies:
    0
    Views:
    1,963
    maybel
    21st Jan, 2011
  24. craigc

    Simulation of super earnings in retirement

    craigc, 30th May, 2021
    Replies:
    4
    Views:
    1,959
    Paul@PAS
    31st May, 2021
  25. AngelicaS

    Should we sell our properties at a loss?

    AngelicaS, 18th Jun, 2019 ... 2
    Replies:
    22
    Views:
    5,084
    Bunbury
    10th Sep, 2019
  26. Frank Manno

    Should I not reveal all to my advisor so they don't over charge me?

    Frank Manno, 13th Sep, 2017 ... 2 3
    Replies:
    51
    Views:
    10,966
    SatayKing
    21st Sep, 2017
  27. ks1985

    Share Dividends or Offset

    ks1985, 15th Sep, 2022
    Replies:
    13
    Views:
    2,875
    Paul@PAS
    26th Sep, 2022
  28. tk421

    Sell up IPs in a boom, or not?

    tk421, 10th Feb, 2024 ... 2
    Replies:
    25
    Views:
    1,940
    tk421
    15th Feb, 2024
  29. LRL82

    Seen financial advisor - more confused then ever!!!

    LRL82, 16th Mar, 2011
    Replies:
    1
    Views:
    1,901
    builder2818
    16th Mar, 2011
  30. Kamil M

    Seeking advice for my Parent

    Kamil M, 12th Sep, 2023
    Replies:
    7
    Views:
    1,408
    geoffw
    13th Sep, 2023
  31. Traveller99

    Secondary School Funds - What would you do?

    Traveller99, 22nd Oct, 2020
    Replies:
    10
    Views:
    2,203
    chindonly
    26th Oct, 2020
  32. rastha2000

    Searching for a Qualified Financial Planner for Property and Tax Matters

    rastha2000, 1st Feb, 2023
    Replies:
    11
    Views:
    2,565
    adam_82
    29th Mar, 2023
  33. Redwing

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

    Redwing, 22nd Jun, 2018
    Replies:
    2
    Views:
    955
    Peter_Tersteeg
    22nd Jun, 2018
  34. kierank

    Returns and Compounding - A Simple Viewpoint

    kierank, 16th Jan, 2020
    Replies:
    17
    Views:
    3,300
    kierank
    24th Jan, 2020
  35. Chotu

    Retirement at 55 - Line of Credit

    Chotu, 25th Feb, 2020 ... 2
    Replies:
    39
    Views:
    4,138
    kierank
    27th Feb, 2020
  36. joelo

    Recommendations for a financial planner in Sydney

    joelo, 5th May, 2020 ... 2
    Replies:
    31
    Views:
    7,128
    David_SYD
    26th Dec, 2020
  37. Sriteja Bongu

    Recommendations for a financial adviser

    Sriteja Bongu, 12th Oct, 2020
    Replies:
    6
    Views:
    2,592
    Terry_w
    15th Oct, 2020
  38. mkbonline

    Recommendation on Independent Financial Planner / Advisor

    mkbonline, 23rd Jan, 2021
    Replies:
    9
    Views:
    4,404
    David_SYD
    7th Apr, 2023
  39. Chris21

    Recommendation for Independent financial advisor !!

    Chris21, 4th Sep, 2021 ... 2
    Replies:
    24
    Views:
    8,543
    William@PFI
    5th May, 2022
  40. KDP

    Recommendation for advisor who can help with structuring

    KDP, 16th Jan, 2024
    Replies:
    8
    Views:
    1,106
    Simon Hampel
    18th Jan, 2024
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