All Topics / Help Needed! / looking for a goof financial adviser on the south side of Brisbane

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  • Profile photo of MJPMJP
    Member
    @mjp
    Join Date: 2011
    Post Count: 20

    Hi Everybody,

    I am looking for a good financial adviser:

    1. Who will not going to sell products in which he or his licensee has any ownership.

    2. Who is engaged on a pure dollar based fee basis for both upfront and ongoing advice.
    (no percentage of assets)

    3. Someone with a bit more personal approach – I personally don't like starting a meeting with general questions such as "What is your financial goal?".

    4.Who can advise on broad range Property investment, managed funds, tax efficient investment, etc.

    5. Who cares about his professionalism.

    I am on the south side of Brisbane.
    I obviously need a good personalised financial advise (isn't that simple?!?).
    If you know of a good financial adviser
    Please let me know.

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

    Have a good mate of mine who has been around the traps for many a year based in Mt Gravatt.

    Let me know if that is South enough for you ad i will give you his details.

    Cheers

    Yours in Finance

    Richard Taylor | Australia's leading private lender

    Profile photo of MJPMJP
    Member
    @mjp
    Join Date: 2011
    Post Count: 20

    Thank you Qlds007,

    Yes, that is south enough for me.

    Profile photo of Hari YellinaHari Yellina
    Participant
    @yellina
    Join Date: 2007
    Post Count: 101

    Dear MJP,

    Financial adviser survive on selling you on some products, they will not advise you to buy anything they dont get commision on.

    How will they make you money. Commision works this way.

    If you are 30+. they charge .65% to 1% (still got 40 years to make you broke)
    If you are 50% charge them 2% (so they can make you broke in 20 years)

    Financial advisers make commission on selling a product and percentage fee from you.

    Best way to find out know is a good advisor ask them 4 question and watch 3 months and see.

    1) What is the suburb which will go 5% – 10% this quater.
    2) What commodity will increase by 10% this quater
    3) Name one stock in the world which can increase by 10% in this quater.
    4) Name a business which will make 10% profit.

    If he tells you stories about risks involved. He has not got an idea about markets. Done a Diploma for 3 months and selling products for a company.

    They themselves are not rich, how can they make you rich. they might drive BMW and wear man to man suits, In the end they are just broke. If not why they need to work in the office.

    Best advice, is better believe yourself than them.

    Kind Regards,
    Hari Yellina.

    Hari Yellina
    Email Me

    Keep Investing - Grow while Resting.

    Profile photo of MJPMJP
    Member
    @mjp
    Join Date: 2011
    Post Count: 20

    Hi Yellina,

    Thank you for your input.
    I met few advisers before and I was quite disappointed as well.

    Where to turn when you need some directions, ideas to take your financial decision?
    I am working full time and I can't learn everything or do everything by myself.
    I am still hoping maybe there is someone who actually dose his/her job – Someone who can supply the service that I am looking for.
    It is very hard to find a good adviser or good accountant… After all, why they should care about you & your finance? At the same time, isn't it suppose to be their job? I must be too naive.

    Regards,
    MJP

    Profile photo of DerekDerek
    Member
    @derek
    Join Date: 2004
    Post Count: 3,544

    Hi MJP,

    Nice typo in the subject heading "goof"

    Profile photo of grantos_champosgrantos_champos
    Member
    @grantos_champos
    Join Date: 2009
    Post Count: 106

    Have a search for user:"number 8"
    Always has something interesting to say on here. http://www.birchcorp.com.au/ is his website

    Profile photo of MJPMJP
    Member
    @mjp
    Join Date: 2011
    Post Count: 20

    Yeah, "Goof"~~
    I even didn't realised….
    I make lot of typo mistakes and others (English is not my first language….)… but  this actually makes quite good sense. right?

    Profile photo of thecrestthecrest
    Participant
    @thecrest
    Join Date: 2004
    Post Count: 992

    Good typo MJP, if you’re really looking for “goof” financial advisors, you could end up with hundreds of recommendations.
    cheers
    thecrest

    thecrest | Tony Neale - Statewide Motel Brokers
    http://www.statewidemotelbrokers.com.au
    Email Me | Phone Me

    selling motels in NSW

    Profile photo of Jamie MooreJamie Moore
    Participant
    @jamie-m
    Join Date: 2010
    Post Count: 5,069
    thecrest wrote:
    Good typo MJP, if you're really looking for "goof" financial advisors, you could end up with hundreds of recommendations. cheers thecrest

    I think it's called a Freudian slip :)

    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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