All Topics / Legal & Accounting / Hi, can anyone recommend any Financial Advisors & Accountants who are property investors themselves in Melbourne.

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  • Profile photo of hemi3000hemi3000
    Member
    @hemi3000
    Join Date: 2012
    Post Count: 15
    August 23, 2012 - 6:35 am

    Hi every one, I am new to this site and have been studying investing thru books like Robert Kyosaki, Donald Trump etc for  the last 5 months. I have signed to a property investors group with Mark Rolton and keep a close watch on Dymphna Boholt.

    I am trying to find some real savy Financial Advisors and Acountants that are Property investors themselves in Melbourne and any recommendations would be great. 

    As Robert say's he would travel for great advisors if not the best and so would I.

    Anyhelp is much appreciated.

    Thanks

    Hemi

    Profile photo of Jamie MooreJamie Moore
    Participant
    @jamie-m
    Join Date: 2010
    Post Count: 5,069
    August 23, 2012 - 8:39 am

    Hi Hemi

    Welcome aboard.

    You don't need to travel for the best advice – these days everything is done via email and phone.

    You'll be hard pressed finding a financial advisor that will advocate property investing. A decent mortgage broker who understands investment property structuring and actively invests themselves would be a better option (yes – it sounds extremely biased coming from a mortgage broker).

    James Gatherum-Goss from House of Wealth in Melbourne is a fantastic accountant. We share mutual clients and all have been happy.

    Hope that helps.

    Cheers

    Jamie

    Jamie Moore | Pass Go Home Loans Pty Ltd
    http://www.passgo.com.au
    Email Me | Phone Me

    Mortgage Broker assisting clients Australia wide Email: [email protected]

    Profile photo of TerrywTerryw
    Participant
    @terryw
    Join Date: 2001
    Post Count: 16,213
    August 23, 2012 - 11:19 am

    James sure knows his tax, check out

    http://houseofwealth.com.au/home/

    Terryw | Structuring Lawyers Pty Ltd / Loan Structuring Pty Ltd
    http://www.Structuring.com.au
    Email Me

    Lawyer, Mortgage Broker and Tax Advisor (Sydney based but advising Aust wide) http://www.Structuring.com.au

    Profile photo of hemi3000hemi3000
    Member
    @hemi3000
    Join Date: 2012
    Post Count: 15
    August 23, 2012 - 12:09 pm

    Wow, James and the team are so up my ally, what a great vibrant group, love there goal settings – that's a big client drawer.

    Thank you so much Jamie

    Hemi

    Profile photo of hemi3000hemi3000
    Member
    @hemi3000
    Join Date: 2012
    Post Count: 15
    August 23, 2012 - 12:13 pm

    Much appreciated Terry.

    Profile photo of Jamie MooreJamie Moore
    Participant
    @jamie-m
    Join Date: 2010
    Post Count: 5,069
    August 27, 2012 - 7:00 am
    hemi3000 wrote:
    Wow, James and the team are so up my ally, what a great vibrant group, love there goal settings – that's a big client drawer.

    Thank you so much Jamie

    Hemi

    No worries – you'll be in good hands.

    Cheers

    Jamie

    Jamie Moore | Pass Go Home Loans Pty Ltd
    http://www.passgo.com.au
    Email Me | Phone Me

    Mortgage Broker assisting clients Australia wide Email: [email protected]

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