Financial Planning

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

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  1. ChrisP73

    Investment company can complement super for retirement

    ChrisP73, 24th May, 2021
    Replies:
    4
    Views:
    1,880
    Terry_w
    24th May, 2021
  2. jaybean

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

    jaybean, 9th May, 2021
    Replies:
    4
    Views:
    2,663
    Paul@PAS
    20th May, 2021
  3. justine77

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

    justine77, 23rd Feb, 2021 ... 2
    Replies:
    34
    Views:
    5,197
    Sackie
    10th May, 2021
  4. JaneC71

    Anyone have any expereince/knowledge about personal lending?

    JaneC71, 21st Apr, 2021
    Replies:
    2
    Views:
    1,176
    Stoffo
    21st Apr, 2021
  5. zuzu111

    Re-financing for reno query

    zuzu111, 16th Apr, 2021
    Replies:
    2
    Views:
    1,428
    Lindsay_W
    16th Apr, 2021
  6. Kieren

    Which Financial Service suits?

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

    Financial Planners....confusion

    MTR, 15th May, 2018 ... 10 11 12
    Replies:
    222
    Views:
    29,590
    Muscat
    10th Apr, 2021
  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. joelo

    Recommendations for a financial planner in Sydney

    joelo, 5th May, 2020 ... 2
    Replies:
    31
    Views:
    7,130
    David_SYD
    26th Dec, 2020
  10. mpty

    Financial planner for restructuring personal insurance

    mpty, 5th Jul, 2019 ... 2
    Replies:
    20
    Views:
    3,378
    wylie
    17th Nov, 2020
  11. Traveller99

    Secondary School Funds - What would you do?

    Traveller99, 22nd Oct, 2020
    Replies:
    10
    Views:
    2,203
    chindonly
    26th Oct, 2020
  12. Sriteja Bongu

    Recommendations for a financial adviser

    Sriteja Bongu, 12th Oct, 2020
    Replies:
    6
    Views:
    2,592
    Terry_w
    15th Oct, 2020
  13. Car tart

    Poor service from Private Bankers

    Car tart, 16th Sep, 2020
    Replies:
    3
    Views:
    2,330
    Piston_Broke
    17th Sep, 2020
  14. Jey2018

    Effective positioning of a bucket company with in family trust structure

    Jey2018, 18th Feb, 2020 ... 2
    Replies:
    24
    Views:
    12,302
    Deeps6
    24th Aug, 2020
  15. Jaxon Avery

    Are Financial Advisers / Planners worth it?

    Jaxon Avery, 29th Jul, 2020
    Replies:
    6
    Views:
    3,578
    Jaxon Avery
    30th Jul, 2020
  16. Windmill

    Credit card and credit rating

    Windmill, 26th Nov, 2019
    Replies:
    17
    Views:
    3,079
    Lindsay_W
    22nd Jul, 2020
  17. Bris Jay

    Best rate on bringing USD into AUD

    Bris Jay, 23rd Feb, 2019 ... 2
    Replies:
    30
    Views:
    4,758
    Redwood
    7th Jul, 2020
  18. 2020 Property Investor

    Money Management - Offset Account?

    2020 Property Investor, 14th Jun, 2020
    Replies:
    12
    Views:
    3,614
    inertia
    28th Jun, 2020
  19. George K

    AssetBase Buyers Agent

    George K, 10th Mar, 2020
    Replies:
    15
    Views:
    5,563
    Trainee
    15th Jun, 2020
  20. devank

    Recent widow- How max pension.

    devank, 11th May, 2020 ... 2
    Replies:
    35
    Views:
    3,605
    Ted Varrick
    31st May, 2020
  21. Samuel

    Average Savings in Australia

    Samuel, 27th Feb, 2020 ... 2
    Replies:
    38
    Views:
    5,886
    Joynz
    31st May, 2020
  22. devank

    PPoR - Paying off vs small mortgage

    devank, 30th May, 2020
    Replies:
    8
    Views:
    1,962
    devank
    30th May, 2020
  23. spludgey

    How much money are you "spending"?

    spludgey, 30th May, 2020
    Replies:
    2
    Views:
    1,487
    Gockie
    30th May, 2020
  24. robbie_p

    How to make my money work for me in current conditions

    robbie_p, 14th Mar, 2020 ... 2
    Replies:
    22
    Views:
    3,287
    momentum26
    3rd May, 2020
  25. MTR

    Providing for nursing home

    MTR, 1st Mar, 2020 ... 2 3
    Replies:
    46
    Views:
    5,631
    Rugrat
    20th Apr, 2020
  26. RS Gumby

    Financial Planner

    RS Gumby, 14th Nov, 2019 ... 2
    Replies:
    30
    Views:
    8,759
    Gringo
    20th Apr, 2020
  27. Propagate

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

    Propagate, 18th Mar, 2020
    Replies:
    7
    Views:
    1,736
    Paul@PAS
    19th Mar, 2020
  28. Bean27

    Hyperinflation, recession how bad can it get

    Bean27, 16th Mar, 2020 ... 2
    Replies:
    28
    Views:
    2,925
    The Y-man
    16th Mar, 2020
  29. Chotu

    Historical Rental Growth Stats

    Chotu, 28th Feb, 2020
    Replies:
    3
    Views:
    1,257
    Beano
    1st Mar, 2020
  30. Chotu

    Retirement at 55 - Line of Credit

    Chotu, 25th Feb, 2020 ... 2
    Replies:
    39
    Views:
    4,139
    kierank
    27th Feb, 2020
  31. JasonC

    Template Diagram for Trust/Company Structures

    JasonC, 14th Feb, 2020
    Replies:
    7
    Views:
    2,624
    Scott No Mates
    23rd Feb, 2020
  32. Mjay81

    Wealth creator vs financial advisor

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

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

    wylie, 13th Feb, 2020
    Replies:
    7
    Views:
    1,974
    Piston_Broke
    13th Feb, 2020
  34. kierank

    Returns and Compounding - A Simple Viewpoint

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

    Adding spouse to Title

    ellejay, 24th Jan, 2020
    Replies:
    9
    Views:
    3,952
    ellejay
    24th Jan, 2020
  36. The Gambler

    Loan coming to an end

    The Gambler, 14th Jan, 2020
    Replies:
    7
    Views:
    1,465
    Brady
    15th Jan, 2020
  37. KinG3o0o

    Pre-nup

    KinG3o0o, 18th Dec, 2019 ... 2 3
    Replies:
    51
    Views:
    5,870
    KinG3o0o
    14th Jan, 2020
  38. Wonderland

    How to structure our loan?

    Wonderland, 19th Dec, 2019
    Replies:
    8
    Views:
    1,882
    Jess Peletier
    22nd Dec, 2019
  39. Tigerstripes

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

    Tigerstripes, 19th Dec, 2019
    Replies:
    11
    Views:
    4,393
    Lindsay_W
    19th Dec, 2019
  40. WellKnow

    Financial Planner in South East Melbourne

    WellKnow, 3rd Apr, 2017
    Replies:
    2
    Views:
    1,894
    RS Gumby
    14th Nov, 2019
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