Hi Team, Looking for a tax agent for myself and wife. Pretty straight forward returns. I have shares. I use Sharesight to track all my shares. I...
I’ve spoken to a couple of brokers who were absolutely no help with my particular situation, because I don’t tick any of the standard boxes and...
Hi guys, My parents are sole traders in their 50's and want to plan for retirement in the next 10-15 years. They have invested in primarily...
Hello My partner is looking to turn her PPOR into an investment property so that we can purchase a joint property together. We are...
Hello, My dad has recently been dealing with 'Gordon Wealth'. He has had two meetings. 1st they came to my grandmas house to meet. 2nd my dad...
Good evening all, I am looking for a one-stop-shop who would consider my tax position, financial situation and investment approach all together...
Do financial planners sell a product or a service? or both So if you know FP's are selling a product why would you use/pay for this service ?...
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