Forums / Property Investing / Help Needed! / Financial Planner Recommendation

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  • Profile photo of LisaLisa
    Participant
    @lisamc3941
    Join Date: 2017
    Post Count: 1

    Hi there.. New to property investing and would appreciate any recommendations for a financial planner in Victoria…preferably Mornington Peninsula area. I’m 54 and my partner 50, both employed and with a decent amount of equity in our home and keen to enter the PI market… just need some good advice to head us in the right direction.
    Thanks in advance😊
    Lisa

    Profile photo of TerrywTerryw
    Participant
    @terryw
    Join Date: 2001
    Post Count: 16,173

    I used to be a financial planner with the Dover group http://www.dover.com.au/. I suggest you contact them for a referral as they are one of the best groups out there – no banking ownership and all of their advice is checked by head office and a law firm for sign off.

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

    Lawyer, Mortgage Broker and Tax Advisor (Aust wide) http://propertytaxbook.com.au/

    Profile photo of D.T.D.T.
    Participant
    @dtraeger
    Join Date: 2014
    Post Count: 128

    I’m in discussions with Precision Private Wealth for my planning. They’re pro property, have a ton of knowledge on smsf info, etc

    They’re based in Adelaide but I’ve sorted everything by phone and email so wouldn’t really matter if I was elsewhere I don’t think.

    D.T. | DT Property Management
    http://www.dtproperty.com.au
    Email Me | Phone Me

    Adelaide Property Management - whole Adelaide metro

    Profile photo of Richard TaylorRichard Taylor
    Participant
    @qlds007
    Join Date: 2003
    Post Count: 12,010

    Referred some clients in Melbourne to Dover who wanted face to face and we weren’t in Melbourne for a couple of months so certainly recommend them.

    Cheers

    Yours in Finance

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

    0-40 Properties in a decade with a unencumbered portfolio value in excess of $40M. Ask me for a copy of my API Interview.

    Profile photo of Corey BattCorey Batt
    Participant
    @cjaysa
    Join Date: 2012
    Post Count: 1,010

    I’m in discussions with Precision Private Wealth for my planning. They’re pro property, have a ton of knowledge on smsf info, etc
    They’re based in Adelaide but I’ve sorted everything by phone and email so wouldn’t really matter if I was elsewhere I don’t think.

    Correct Dave, we’ve got clients all over Australia.

    Details of Precision Private Wealth can be found here: http://precisionpw.com.au/

    From the sounds of the original poster though, it actually sounds like the best initial port of call would be an investment focussed mortgage broker who can advise them of their capacity to actually purchase, as this will dictate the options available to them!

    Corey Batt | Precision Funding
    http://www.precisionfunding.com.au
    Email Me | Phone Me

    Investment Focused Finance Strategist - servicing Australia-wide

    Profile photo of Jamie MooreJamie Moore
    Participant
    @jamie-m
    Join Date: 2010
    Post Count: 5,069

    New to property investing and would appreciate any recommendations for a financial planner in Victoria…preferably Mornington Peninsula area. I’m 54 and my partner 50, both employed and with a decent amount of equity in our home and keen to enter the PI market…

    Hiya Lisa

    Do you need a financial planner or an investment savvy mortgage broker? To me – it sounds like the latter is required.

    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 BaysideBayside
    Participant
    @mornington
    Join Date: 2018
    Post Count: 64

    If you wish to invest for capital growth I highly recommend you look for properties locally. The Mornington Peninsula had a growth rate of 18.7% last year and the area continues to perform well. In fact, the clearance rate is above 70% while the inner city Melbourne down turn persists. Agents appear to be very upbeat in the area too. In the most premium markets such as Portsea prices have increased in excess of $700,000 within the past 12 months alone!

    Bayside

    Coastal markets 2019

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