Financial Advisor Needed

Viewing 7 posts - 1 through 7 (of 7 total)

Chan Paul
Participant
@chan-paul
Join Date: 2003
Post Count: 9
January 13, 2005 - 12:51 am
Hi There
Does anyone know of a property minded financial advisor in Melbourne?
I am happy to travel to them…
Terryw
Participant
@terryw
Join Date: 2001
Post Count: 16,213
January 13, 2005 - 12:59 am
what about
http://www.gatherumgoss.com
?
Terryw
Discover Home Loans
Mortgage Broker
North Sydney
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Terryw | Structuring Lawyers Pty Ltd / Loan Structuring Pty Ltd
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Lawyer, Mortgage Broker and Tax Advisor (Sydney based but advising Aust wide) http://www.Structuring.com.au
Derek
Member
@derek
Join Date: 2004
Post Count: 3,544
January 13, 2005 - 1:06 am
Hi Chan,
Another option may be to check out Steve Navra at http://www.navra.com.au – while Steve is based in Sydney he does from time to time have one day workshops in Melbourne. I believe he also has an office in Melbourne.
On the otherhand the cost of a return airfare Melb – Syd return is pretty cheap too.
Be aware that Steve has growth focussed property investor at the heart of his investments and then uses spare equity to leverage into share funds as an income stream.
Derek
[email protected]
Property Investment Support Available.
Michael Whyte
Member
@michael-whyte
Join Date: 2004
Post Count: 269
January 13, 2005 - 2:43 am
Chan,
Both good options. I’m going to one of Steve’s presentations at SIG on the 25th so I can post an overview here afterwards if you like. He seems like a good option to me though, and his tools are pretty logical such as his rental reality check.
Have a look at his site, its all explained on there.
Cheers,
Michael.
lbglen
Participant
@lbglen
Join Date: 2004
Post Count: 37
January 13, 2005 - 2:59 am
Do many people use Financial Advisors as part of their property investment strategies? Are they only useful for starting out?
What exactly do they assist you with? Structure, ways of using funds? How are they different to an accountant?
Derek
Member
@derek
Join Date: 2004
Post Count: 3,544
January 13, 2005 - 3:46 am
Hi Ibglen,
While I have a ‘plan’ I don’t use a planner as such. I did attend Steve Navra’s seminar in Perth a couple of years ago and am using the essence of what he was discussing as the guts of what I am doing.
In many respects it was the same as many people here who have attended a seminar and then are using the essence of what they learn’t under their own steam.
Derek
[email protected]
Property Investment Support Available.
lbglen
Participant
@lbglen
Join Date: 2004
Post Count: 37
January 13, 2005 - 4:44 am
Cheers Derek.
That’s kind of what I suspected. Use a Financial Advisor (or seminar in this case) to get some strategies and direction and build on it yourself from there.
Regards,
Linden Glen