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Financial Advisor in ACT

atevans's picture

Submitted by atevans on May 25, 2008 - 11:22pm.

Joined: 13/05/2008

Hi.  Can anyone recommend a good financial advisor in the ACT?



Qlds007's picture

May 27, 2008 - 1:43pm

Joined: 23/08/2003

What sort of advice are you after ?

Cheers

Yours in Finance
Richard Taylor
Residential & Commercial Finance Broker.
Licensed Financial Planner. Ph: 07 3720 1888
www.tayloredfinancialsolutions.com.au
richard@tayloredfinancialsolutions.com.au.
Lodoc loans from 7.14%


atevans's picture

May 27, 2008 - 5:43pm

Joined: 13/05/2008

Hi Richard,

We are really just starting in the investment game.  We own a house which was our PPOR and converted to an investment in December last year.  It is highly negatively geared, and having picked up Steve's books recently, are now looking at selling in the near future.  Even with the market the way it is, we should walk away from the house with a nice capital gain.  What we hope to do is use the money recieved from the sale of the house to start investing in positive cash flow properties.

So what advice do we need?  Well how to structure our finances - setting up a trust etc?  What would be best for us given our circumstances.  We are both in the military so have available to us a few perks surrounding home sale and purchase, rent assisstance etc, that we want to make the most of too.  The other aspect is my husband pays child support and we have no intention of letting his ex take advantage of any additional income made through our investing.

I have initially been looking for an independent, fee for service Financial Adviser, and someone who has personal experience in property investing (preferably not negative gearing), but happy to take recommendations.

Cheers
Tanya


Qlds007's picture

May 27, 2008 - 6:24pm

Joined: 23/08/2003

Have sent you a PM to answer your question.

Cheers

Yours in Finance
Richard Taylor
Residential & Commercial Finance Broker.
Licensed Financial Planner. Ph: 07 3720 1888
www.tayloredfinancialsolutions.com.au
richard@tayloredfinancialsolutions.com.au.
Lodoc loans from 7.14%


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