Hello all
I have been doing a lot of reading lately and have just finished Steve's 1st and 3rd books. I am all reved up and ready to go unfortunately the RESULTS programme is sold out for this year so I am hoping to gain (and offer of course!) some guidence and support through this forum.
I would like to develop a plan and get organised however I am not sure of the order of things. Do I see a financial planner or an accountant first? Do I need to find one in my area that I can visit or have people had good experiences with corresponding by phone, email etc?
Do I seek finance pre-aproval before or after I find a property?
Can anyone recommed good people in the Charters Towers / Townsville areaof QLD – accountants, financial planners, morgage brokers, realestate agents, property managers?
Any comments would be greatly appreciated
Mel
Whilst not wanting to shoot myself in the foot i cannot see any reason why you would see a financial planner first but more a mortgage broker especially one with property investing experience.
A good MB cannot not only make a recommendation for you for the first loan but start to map out a path for your future investment. He can also look at your current position and make recommendations regarding the way the whole loan should be structured.
By all means if your MB is not also a FP then approach a separate FP when it comes to organising some risk cover which should probably go hand in hand with your investment portfolio.
This day and age with modern technology and email most MB's clients are spread and rarily would you sit down for a face to face interview. I know i for one have clients not only all over Oz but overseas and most of them i have never met.
Richard Taylor | Australia's leading private lender
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