Financial adviser - Brisbane

Discussion in 'Financial Planning' started by MsSassy27, 30th Mar, 2022.

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  1. MsSassy27

    MsSassy27 Active Member

    Joined:
    26th Oct, 2016
    Posts:
    25
    Location:
    Brisbane
    Hello all,

    I am after recommendations for an financial adviser (AFA approved)? I am based in northside Brisbane.

    I am looking for someone who can provide advice on budget management (reaching our goals), wealth creation (property or shares), recommend setup optimal holding structure for different asset types to minimize tax / maximize profit / asset protection, passive income planning, estate planning, and superannuation.

    I'd prefer fee-for-service with no commissions financial advisers.

    Many thanks in advance!
     
    MsSassy27, 30th Mar, 2022
    #1
    rookie101 likes this.
  2. Terry_w

    Terry_w Lawyer, Tax Adviser and Mortgage broker in Sydney Business Member

    Joined:
    18th Jun, 2015
    Posts:
    42,005
    Location:
    Australia wide
    You would need a lawyer for that part.
     
    Terry_w, 30th Mar, 2022
    #2
  3. wylie

    wylie Moderator Staff Member

    Joined:
    18th Jun, 2015
    Posts:
    14,020
    Location:
    Brisbane
    I've recommended our insurance broker many times on this forum. We will be using him as a financial planner very soon. He has a great reputation and has been helpful for us regarding insurances, but so far, no planning.

    I'm unsure how he charges for financial advice. We've never met in person and have all dealings with him via phone or email. He's super responsive to emails, calls or texts.

    We will be seeing him together with our accountant very soon to plan ahead the pros and cons of selling a house, possibly next year, and regarding what to do with loans, how much to direct to superannuation etc.

    Edit: Taking on board @Terry_w's comment, perhaps you need to combine a planner with a lawyer and/or accountant.

    Image 30-3-2022 at 2.04 pm.jpg
     
    wylie, 30th Mar, 2022
    #3
  4. The Y-man

    The Y-man Moderator Staff Member

    Joined:
    18th Jun, 2015
    Posts:
    13,527
    Location:
    Melbourne
    I believe FP's can work completely remotely (can do zoom conf etc).

    Will PM you details of one in Melb if interested.

    The Y-man
     
    The Y-man, 30th Mar, 2022
    #4
  5. rookie101

    rookie101 Well-Known Member

    Joined:
    12th Feb, 2016
    Posts:
    350
    Location:
    Brisbane
    Also keen to hear peoples recommendations,
    SMSF strategy (our accountant will do the setup/rego), financial planning, insurance advice as well. I reached out to Rolfs one in his banner, but it sent me to another name who I didn't know. Prefer to work with someone familiar
     
    rookie101, 1st Apr, 2022
    #5
  6. The Y-man

    The Y-man Moderator Staff Member

    Joined:
    18th Jun, 2015
    Posts:
    13,527
    Location:
    Melbourne
    PM'd you in case interested.

    The Y-man
     
    The Y-man, 1st Apr, 2022
    #6
    rookie101 likes this.