Seeking for a Financial Service

Discussion in 'Accounting & Tax' started by rastha2000, 21st Jun, 2022.

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  1. rastha2000

    rastha2000 Active Member

    Joined:
    26th Feb, 2021
    Posts:
    34
    Location:
    Schofields
    Hi All,

    I have a company structure with couple of Trusts. And I have enough savings to make couple of property purchases.

    I tried few times to find an advisor to me using different keywords in google (like financial advisor, financial planner, etc. ) and went through the reviews.

    I'm just wondering how to find out a good Financial advisor who can help me with all my future investments.

    Thanks and Regards
     
    rastha2000, 21st Jun, 2022
    #1
  2. Terry_w

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

    Joined:
    18th Jun, 2015
    Posts:
    42,001
    Location:
    Australia wide
    What specifically do you want financial advice on?
     
    Terry_w, 21st Jun, 2022
    #2
  3. Rolf Latham

    Rolf Latham Inciteful (sic) Staff Member Business Plus Member

    Joined:
    14th Jun, 2015
    Posts:
    10,653
    Location:
    Gold Coast (Australia Wide)
    Most financial planners wont touch property, because its not an approved product, or even needing a license per se to advise on, aside from the potential tax issues.

    ta
    rolf
     
    Rolf Latham, 21st Jun, 2022
    #3