New member......looking for advice and best threads to read.

Discussion in 'Introductions' started by Gurtofen, 13th Jan, 2016.

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  1. Gurtofen

    Gurtofen Well-Known Member

    Joined:
    13th Jan, 2016
    Posts:
    103
    Location:
    Adelaide
    D.T - No worries for the service....I enjoy it.

    MsAli - I believe that PM's have huge potential for upside in the current economic climate......I do not view my PM holdings as an investment as such....I view them as a hedge against risk and essentially 'non fiat cash'. PM's are being trashed constantly in the media etc. as they have been relatively benign for a few years now but I am still happy with my holdings and would like to increase them but my wife is happy with our 'current exposure'.....LOL

    Terry_w - Yeah that's pretty much where we are at. Looking at speaking to a financial adviser in the next couple of weeks to pretty much assess our overall position and hopefully provide a solid plan that matches our timeframe/risk vs current economic climate. Hopefully though this forum can provide some excellent advice with respect to purchasing the right PPOR and potential IP's after the initial PPOR purchase. Thanks for your links to all your Tax/Legal post.........will take me a while to have a look through all of it but there is definitely a lot of stuff in there that I am very interested in. Shame you are not in Adelaide...you seem to be very knowledgeable in a lot of areas I am interested in getting on top of.
     
    Terry_w and Property Twins like this.
  2. Terry_w

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

    Joined:
    18th Jun, 2015
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    41,672
    Location:
    Australia wide
    Report back on what they say.
     
  3. Gurtofen

    Gurtofen Well-Known Member

    Joined:
    13th Jan, 2016
    Posts:
    103
    Location:
    Adelaide
    Just thought I'd provide an update......was meant to meet with a financial adviser who understands Defence (Super, DHOAS etc.) in mid January but never heard back after trying to tee up a meeting before Christmas.
    Figured they would confirm a meeting if they were serious about obtaining my business......

    Anyway, plan now is to chat with a finance broker (good mate's wife) who works with an integrated accounting firm here in Adelaide. Will be expecting to require tax and potential legal advice after that to structure everything nicely.

    Will continue to read through your posts Terry_w which are very informative to say the least and I have already saved a lot of the information you have provided that is relevant to my situation.

    I figure mortgage, tax and legal advice is probably more what I was after anyway rather than 'financial advice' as I think I have a good grasp on what our financial goals are...it's just implementing the plan efficiently that needs to be sorted.

    Just out of interest, is there anyone you would recommend in Adelaide who provides legal, tax and/or mortgage advice like yourself Terry_w?
     
  4. D.T.

    D.T. Specialist Property Manager Business Member

    Joined:
    3rd Jun, 2015
    Posts:
    9,189
    Location:
    Adelaide and Gold Coast
    @Corey Batt for mortgage / financial
    Nathan Justin from NGJ in Norwood for tax and legal.
    Tell them I sent you ;)
     
  5. Terry_w

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

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    18th Jun, 2015
    Posts:
    41,672
    Location:
    Australia wide
    I don't know anyone who can advise on all 3, but try D.T.s recommendation. Corey is good at the loan side of things.
     
  6. Gurtofen

    Gurtofen Well-Known Member

    Joined:
    13th Jan, 2016
    Posts:
    103
    Location:
    Adelaide
    Cheers gents, will look into these recommendations.