All Topics / General Property / Looking for a fee based Financial adviser that specialises in property investing

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  • Profile photo of delsidelsi
    Participant
    @adelemeston
    Join Date: 2015
    Post Count: 2
    October 20, 2015 - 2:34 pm

    Hello,

    I am new to the forum and to property investing. I am keen to get a long term investment portfolio strategy in place before buying but also want to avoid biased opinions. I am aware that there are property spriukers out there that offer strategy sessions of which I am not interested. I am keen to find a qualified, regulated experienced financial adviser, expert in property investment. So far PPI Advice tick all of the boxes but as with any service I would prefer to shop around first. Any recommendations around this greatly received.

    • This topic was modified 9 years, 1 month ago by Profile photo of delsi delsi.
    Profile photo of David HallDavid Hall
    Participant
    @wiggles2
    Join Date: 2014
    Post Count: 66
    October 21, 2015 - 2:45 pm

    WHere abouts do you live?

    David Hall | The Buyers Agency
    Email Me | Phone Me

    Buyers Agent

    Profile photo of delsidelsi
    Participant
    @adelemeston
    Join Date: 2015
    Post Count: 2
    October 21, 2015 - 3:15 pm

    Hi david,
    I’m in Sydney and interested in the Brisbane market.

    Profile photo of Richard TaylorRichard Taylor
    Participant
    @qlds007
    Join Date: 2003
    Post Count: 12,024
    October 21, 2015 - 4:01 pm

    I am Licensed planner and Brisbane based property expert but i have to say you will be lucky to find many others meeting your requirements.

    Most will want to charge an arm and a leg for their Statement of Advice and will then want to promote a brand new property where they receive a commission or kick back from the developer.

    If you intend to source the property yourself I am questioning what sort of advice you need and whether it cannot be catered for under another area of advice.

    A Statement of Advice is more than likely going to be a pre-formatted document which assesses your current financial situation in regards to your needs and requirements and then makes suitable recommendations. These of course are not going to be specific when it comes to an actual property as it is unlikely direct property will be permitted by the Licensee.

    Feel free to give us a shout if you want any general advice in relation to property.

    Cheers

    Yours in Finance
    0-40 Properties in a decade. Ask me how.

    Richard Taylor | Australia's leading private lender

    Profile photo of David HallDavid Hall
    Participant
    @wiggles2
    Join Date: 2014
    Post Count: 66
    October 23, 2015 - 7:58 pm

    Hi Deisi,

    I endorse Richards comments. Here at Momentum Wealth, we have a service called a Property Wealth Plan where we look at your income, your risk profile, your current portfilio and your serviceability and put a written plan. The plan is reviewed annually, to keep you on track. However being based in Perth, it is WA centric.

    David Hall | The Buyers Agency
    Email Me | Phone Me

    Buyers Agent

Viewing 5 posts - 1 through 5 (of 5 total)

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