All Topics / Legal & Accounting / Advice for Financial Planning

Viewing 6 posts - 1 through 6 (of 6 total)
  • Profile photo of AqualifeAqualife
    Participant
    @aqualife
    Join Date: 2009
    Post Count: 5

    Hello,

    Would anyone be able to help me with what to look for in a financial planner and how to find out about their track record and performance? Any financial planning company / individual recommendations to use or to stay away from, in NSW?

    Thanks!

    Cheers, Aqualife

    Profile photo of Richard TaylorRichard Taylor
    Participant
    @qlds007
    Join Date: 2003
    Post Count: 12,024

    Hi Aqualife

    What is it you are wanting the Fin Planner to do ?

    As far as performance this is difficult as each client has separate requirements when it comes to income, growth or risk.
     
    For example what we might recommend for a client coming upto retirement would be totally different to a client in his mid 20's and wanting to start building his wealth.

    Richard Taylor | Mortgage Broker helping investors build their wealth thru property
    http://www.mortgagecapitalaustralia.com.au
    Email Me

    100% Investment Finance now available on selected properties. Email us for further information.

    Profile photo of AqualifeAqualife
    Participant
    @aqualife
    Join Date: 2009
    Post Count: 5

    Hello Richard,

    I would like the financial planner to offer advice on a timeline, what to do, what not to do, the risks, opportunities to look out for – basically quality of detailed information, rather than general information. What type of research can I undertake in finding out the quality of information which can come from financial planners?

    With thanks, Aqualife.

    Profile photo of Richard TaylorRichard Taylor
    Participant
    @qlds007
    Join Date: 2003
    Post Count: 12,024

    I agree with what you want from a FP and certainly what we offer our clients.

    Proactive rather than reactive but have to say good luck in finding someone like that as most merely work on half yearly / yearly reviews and then look make changes then.

    All a matter of number of clients and so many hours in a day.

    Sorry cant recommend anyone in NSW to you.

    Richard Taylor | Mortgage Broker helping investors build their wealth thru property
    http://www.mortgagecapitalaustralia.com.au
    Email Me

    100% Investment Finance now available on selected properties. Email us for further information.

    Profile photo of FletcherTaxFletcherTax
    Member
    @fletchertax
    Join Date: 2009
    Post Count: 31

    I refer my clients to 2 financial adviser firms depending on the client and their needs.

    Navigate Wealth – Peter
    Financial Spectrum – Brenton

    Both based in Sydney CBD

    Hope that's of help!

    Fletcher Tax Accountants
    http://www.fletchertaxaccountants.com.au

    Profile photo of AqualifeAqualife
    Participant
    @aqualife
    Join Date: 2009
    Post Count: 5

    All,

    Thanks for your advice.

    Cheers, Aqualife

Viewing 6 posts - 1 through 6 (of 6 total)

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