Financial Planning

Discussion about the financial planning process and about financial planners / advisors

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  1. Never giveup

    Sounding Board PC- Sale of IP to reduce PPOR Debt

    Never giveup, 4th May, 2024 at 3:35 PM ... 2
    Replies:
    21
    Views:
    441
    Never giveup
    5th May, 2024 at 10:02 AM
  2. Twinadventurer

    Inheritance question

    Twinadventurer, 3rd Mar, 2024
    Replies:
    6
    Views:
    999
    Paul@PAS
    24th Apr, 2024
  3. SLP07

    Financial advisors RANT!

    SLP07, 23rd Mar, 2024 ... 2 3
    Replies:
    57
    Views:
    3,259
    Paul@PAS
    27th Mar, 2024
  4. g4defender

    How do you tie it all in...Why is it not easy....Fear of the unknown leads to doing nothing....

    g4defender, 13th Mar, 2024
    Replies:
    19
    Views:
    977
    Trainee
    17th Mar, 2024
  5. Redwing

    How much does a family need to earn to be as well off as an age pensioner?

    Redwing, 16th Mar, 2024
    Replies:
    0
    Views:
    431
    Redwing
    16th Mar, 2024
  6. Terry_w

    Associations of Independent Financial Advisors

    Terry_w, 17th Dec, 2023
    Replies:
    5
    Views:
    1,213
    AndrewM
    14th Mar, 2024
  7. tk421

    Sell up IPs in a boom, or not?

    tk421, 10th Feb, 2024 ... 2
    Replies:
    25
    Views:
    2,062
    tk421
    15th Feb, 2024
  8. Leesa

    Independent financial advisor recommendations please

    Leesa, 8th Feb, 2024
    Replies:
    7
    Views:
    845
    propnewby3
    9th Feb, 2024
  9. Leesa

    Financial Advisor recommendation who can help me achieve FIRE

    Leesa, 5th Feb, 2024
    Replies:
    1
    Views:
    591
    MB18
    5th Feb, 2024
  10. KDP

    Recommendation for advisor who can help with structuring

    KDP, 16th Jan, 2024
    Replies:
    8
    Views:
    1,173
    Simon Hampel
    18th Jan, 2024
  11. BlueGreen

    Transfer of Ownership for a Retiree

    BlueGreen, 7th Jan, 2024
    Replies:
    2
    Views:
    657
    Paul@PAS
    8th Jan, 2024
  12. Nova8888

    Financial planner

    Nova8888, 11th Jul, 2022 ... 2
    Replies:
    24
    Views:
    6,228
    wylie
    24th Dec, 2023
  13. col col

    Costs to to set up and run a smsf

    col col, 9th Dec, 2023
    Replies:
    13
    Views:
    1,436
    monk
    15th Dec, 2023
  14. See Change

    Alts institutions for Cash management accounts

    See Change, 2nd Dec, 2023
    Replies:
    1
    Views:
    531
    LordofDulac
    2nd Dec, 2023
  15. djjk

    Underwhelming financial planning experience?

    djjk, 20th Nov, 2023
    Replies:
    12
    Views:
    1,658
    mrdobalina
    1st Dec, 2023
  16. See Change

    Government Guarantee Scheme . Account holder question

    See Change, 30th Nov, 2023
    Replies:
    3
    Views:
    484
    Ruby Tuesday
    1st Dec, 2023
  17. Bill2255

    how do you benchmark performance of financial planner?

    Bill2255, 11th Apr, 2023
    Replies:
    9
    Views:
    2,212
    RENI99
    15th Oct, 2023
  18. SLP07

    Independent financial advisor

    SLP07, 28th Jul, 2023 ... 2
    Replies:
    22
    Views:
    3,383
    Terry_w
    27th Sep, 2023
  19. Kamil M

    Seeking advice for my Parent

    Kamil M, 12th Sep, 2023
    Replies:
    7
    Views:
    1,435
    geoffw
    13th Sep, 2023
  20. Steve01

    Financial Planner Adelaide

    Steve01, 20th Jul, 2023
    Replies:
    6
    Views:
    1,742
    Radelaide
    31st Jul, 2023
  21. Terry_w

    Bloggers, Youtubers and Podcasters Giving Financial Advice

    Terry_w, 14th Jul, 2021 ... 3 4 5
    Replies:
    91
    Views:
    17,694
    Simon Hampel
    21st Jul, 2023
  22. SLP07

    Gifting free area 10k 30k

    SLP07, 9th Jun, 2023
    Replies:
    3
    Views:
    1,531
    SLP07
    9th Jun, 2023
  23. SRP

    PPOR Six Year Absence Rule vs The Aged Pension

    SRP, 28th May, 2023
    Replies:
    4
    Views:
    1,395
    Scott No Mates
    29th May, 2023
  24. freddy

    Cashing out of property for franked dividend shares

    freddy, 16th Apr, 2023 ... 2
    Replies:
    28
    Views:
    5,799
    See Change
    8th May, 2023
  25. Kailash

    investn.com.au

    Kailash, 17th Feb, 2021 ... 2 3
    Replies:
    45
    Views:
    11,616
    Bailey1984
    4th May, 2023
  26. adamjedgar

    Home owner living in another state seeking investment advice, what next?

    adamjedgar, 9th Apr, 2023
    Replies:
    13
    Views:
    1,548
    Paul@PAS
    14th Apr, 2023
  27. mkbonline

    Recommendation on Independent Financial Planner / Advisor

    mkbonline, 23rd Jan, 2021
    Replies:
    9
    Views:
    4,435
    David_SYD
    7th Apr, 2023
  28. rastha2000

    Searching for a Qualified Financial Planner for Property and Tax Matters

    rastha2000, 1st Feb, 2023
    Replies:
    11
    Views:
    2,634
    adam_82
    29th Mar, 2023
  29. MsNewbieInvestor

    Are there FPs who charge by the hour?

    MsNewbieInvestor, 24th Jan, 2023
    Replies:
    18
    Views:
    2,346
    MWI
    29th Mar, 2023
  30. Fraggle

    Who to approach for advice

    Fraggle, 23rd Nov, 2022
    Replies:
    10
    Views:
    2,942
    Paul@PAS
    29th Mar, 2023
  31. SidePooh

    Finance Adviser fees?

    SidePooh, 31st Oct, 2022
    Replies:
    6
    Views:
    3,027
    adam_82
    29th Mar, 2023
  32. [d4rk-fr3d]

    Australian Government guaranteed deposits seal for Offset account?

    [d4rk-fr3d], 26th Mar, 2023
    Replies:
    3
    Views:
    1,368
    Terry_w
    27th Mar, 2023
  33. Snowy123

    Quality of Advice Review Consultation paper – Proposals for Reform August 2022

    Snowy123, 31st Aug, 2022
    Replies:
    4
    Views:
    1,797
    SatayKing
    23rd Feb, 2023
  34. Chris21

    $1mil Equity- How to invest for short term 6-12 months

    Chris21, 8th Feb, 2023
    Replies:
    17
    Views:
    3,137
    Onlinedave
    19th Feb, 2023
  35. MTR

    Do you use a Financial Planner

    MTR, 9th Jun, 2021 ... 9 10 11
    Replies:
    202
    Views:
    32,938
    Gerry.M
    8th Feb, 2023
  36. site_manager_construction

    Build, sell, keep what is the best option

    site_manager_construction, 21st Jan, 2023
    Replies:
    11
    Views:
    2,013
    craigc
    28th Jan, 2023
  37. MrSquiggle

    Tips for preparing for bankruptcy with mortgage

    MrSquiggle, 29th Oct, 2022
    Replies:
    2
    Views:
    1,914
    MrSquiggle
    29th Oct, 2022
  38. Stegve

    How would you invest?

    Stegve, 1st Oct, 2022
    Replies:
    11
    Views:
    2,613
    Sackie
    1st Oct, 2022
  39. toozs

    Is it worth it to hire a financial planner?

    toozs, 4th Apr, 2022 ... 2
    Replies:
    22
    Views:
    7,766
    Jaxon Avery
    27th Sep, 2022
  40. ks1985

    Share Dividends or Offset

    ks1985, 15th Sep, 2022
    Replies:
    13
    Views:
    2,893
    Paul@PAS
    26th Sep, 2022
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