Which Financial Service suits?

Discussion in 'Financial Planning' started by Kieren, 18th Jan, 2021.

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  1. Kieren

    Kieren Member

    Joined:
    18th Jul, 2019
    Posts:
    10
    Location:
    Westen Australia
    Hi all,

    At current, my partner and I have 2 IP's and a large sum of money in the bank, and we are a bit stuck with where we should go from here. We do our own tax and investment strategies for both property and share portfolio.

    We do have a direction we think we should be heading in, but we want to make sure that our super, tax and investment strategy (property and shares) is as efficient as it can be before we move forward.

    Is there a company that can help out with all of the above? or are better so independent services?
     
    Kieren, 18th Jan, 2021
    #1
  2. Rolf Latham

    Rolf Latham Inciteful (sic) Staff Member Business Plus Member

    Joined:
    14th Jun, 2015
    Posts:
    10,636
    Location:
    Gold Coast (Australia Wide)
    A client centric planner, rather than product centric planner can help with that.

    ta
    rolf
     
    Rolf Latham, 19th Jan, 2021
    #2
  3. Kieren

    Kieren Member

    Joined:
    18th Jul, 2019
    Posts:
    10
    Location:
    Westen Australia
    Thank Rolf, are these types of planners hard to come by? or is it just trying to find the right one?
    I would have thought most models would be client-centric.
     
    Kieren, 19th Jan, 2021
    #3
  4. JaxGC

    JaxGC New Member

    Joined:
    23rd Feb, 2021
    Posts:
    3
    Location:
    Gold Coast
    Hey Kieren,

    They are there.

    A lot of planners can offer great advice & worth having a chat to a couple to see who aligns & helps you get to your goals quicker & smarter.

    Wish you nothing but the best!
     
    JaxGC, 15th Apr, 2021
    #4
    Kieren likes this.