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Advisor and planner independent

Discussion in 'Other Asset Classes' started by Newfast, 10th Jul, 2016.

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Independent financial planner or advisor

  1. Give it a go

    4 vote(s)
    80.0%
  2. Waste of money

    1 vote(s)
    20.0%
  1. Newfast

    Newfast Well-Known Member

    Joined:
    24th Apr, 2016
    Posts:
    142
    Location:
    Syd
    Hi all,

    Me and my wife have been searching for a good Independent financial planner or advisor. We have performed several searches and gone through moneysmart website, choice website. With all the information what me found we shortliated some and then check their websites got very discouraged as they have set criteria regarding who they can work with e.g. people about to retire, prpfessional couple who earn $ 300K pa, people who inheriated money etc and there is no fee structure given ( this is just a general overview of what i understood).

    Could anyone please advise on any giod financial planner or ahare their experience.

    Thanks in advance.
     
  2. Michael_X

    Michael_X Mortgage Broker Business Member

    Joined:
    18th Jun, 2015
    Posts:
    295
    Location:
    Gold Coast/Sydney
    Hi Newfast,

    I used Alex Straker for my financial planning. He is based on the Gold Coast. Details below:

    Alex Straker
    Practice Principal
    How to Retire Early
    Alex@asapfinancial.com.au

    Cheers,
    Michael
     
    Newfast and bob shovel like this.
  3. Chilliblue

    Chilliblue Well-Known Member

    Joined:
    18th Jun, 2015
    Posts:
    1,578
    Location:
    Australia
    We have a financial planner and an accountant so both review each others work. Unfortunately both are not taking on new clients.

    Most planners should offer one free meeting as general get to know you so well worth talking and interviewing a few. What makes a good planner for one person is not the same for another.
     
    Newfast likes this.
  4. wombat777

    wombat777 Well-Known Member Premium Member

    Joined:
    18th Jun, 2015
    Posts:
    1,413
    Location:
    33°41'24.7"S 150°55'34.3"E
    I'm taking a DIY approach, leveraging the great discussion in this forum - much like I have been doing for property. If doing this though, it's important to learn key investment concepts and key factors to consider for understanding and managing risk.

    I only get specific advice, where needed - mainly for accounting / tax issues.