Financial / Wealth Planner

Discussion in 'Investment Strategy' started by The.Night.King, 19th Aug, 2020.

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  1. The.Night.King

    The.Night.King Well-Known Member

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    What questions would you ask your potential Financial/Wealth Planner to know they are a perfect fit for what you want to achieve? i.e. Investing in Property for Financial Freedom, Pay off PPOR quick, etc.

    Thank you in advance. :)
     
    The.Night.King, 19th Aug, 2020
    #1
  2. Terry_w

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

    Joined:
    18th Jun, 2015
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    a) help me narrow down my financial goals
    b) how to reduce spending
    c) how much passive income do I really need?
    d) how to get this passive income
    e) what are the risks
    f) ways to save tax along the way (if they are lawyers or registered tax agents too)
     
    Terry_w, 19th Aug, 2020
    #2
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  3. The.Night.King

    The.Night.King Well-Known Member

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    Location:
    Australia
    Thank you Terry
     
    The.Night.King, 19th Aug, 2020
    #3
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  4. Rolf Latham

    Rolf Latham Inciteful (sic) Staff Member Business Plus Member

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    Can u model my outcomes with a bunch of variables and assumptions ?

    ta
    rolf
     
    Rolf Latham, 19th Aug, 2020
    #4
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