Finance advisor suggestion

Discussion in 'Shares & Funds' started by SLP07, 20th Apr, 2022.

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  1. SLP07

    SLP07 Well-Known Member

    Joined:
    18th Jul, 2017
    Posts:
    117
    Location:
    Melbourne
    Hi just really looking for some honest opinions on financial advisors some of you use that have had a great experience with.

    We are new to shares, have a long time frame ahead of us and want to generate long term additional passive income, we have done our own research and are comfortable starting with ETFs as a base for our portfolio.

    I would love a Melbourne based experienced financial advisor to look at our ideas and give us a solid platform to work from to give us the best possible chance for success, we have looked at so many online but think real feedback would be best, any suggestions would be hugely appreciated thank you.
     
  2. The Y-man

    The Y-man Moderator Staff Member

    Joined:
    18th Jun, 2015
    Posts:
    13,439
    Location:
    Melbourne
    Have PM'd you.

    The Y-man
     
    SLP07 likes this.
  3. Zenith Chaos

    Zenith Chaos Well-Known Member

    Joined:
    10th Jul, 2015
    Posts:
    1,673
    Location:
    Sydney
    DIY or at least, DYOR, outline a strategy, then work with several advisors until you are happy that their process aligns with yours.
     
    Realist35 likes this.

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