Looking for any recommendations for a property orientated financial advisor in the midnorth coast NSW area
Hi Jo – I suggest (if you have not) to start with a mortgage broker. Most mortgage brokers are property focused and will provide you with the answer to the first key question of how much you can borrow?
From there – you can ask the broker all the questions you need to know and get an objective answer, I am not convinced that a ‘financial advisor’ will provide you with an unbiased opinion. I could be wrong.
Answer the first question – how much can I borrow? If you are no where near a mortgage broker, no big deal, you can do it by skype phone email etc….all good
Cheers Ivan
Redwood | REDWOOD | SMSF | PROPERTY | FINANCE
http://redwoodadvisory.com.au
Email Me | Phone MeSMSF - PROPERTY INVESTMENT - WEALTH CREATION AND FINANCE SOLUTIONS
Hi Ivan,
Thanks for advise.
I agree that it is hard to find a financial advisor with unbiased advise which is why I’ve put it out there to find recommendations.
A mortgage broker is probably not what I need though as I already have several investment properties and may possibly not looking for any more depending on what advise I am given.
I am more looking for advise on what to do with the investments I already have heading towards and into retirement.This may be a mixture of tax advice and general property advice (no licence needed for this). There are some financial planner type companies that supposedly specialise in property related advice, but the fees for a ‘plan’ can be $3000 upwards.
Why not just put some details on the forum for general suggestions?
Terryw | Structuring Lawyers Pty Ltd / Loan Structuring Pty Ltd
http://www.Structuring.com.au
Email MeLawyer, Mortgage Broker and Tax Advisor (Sydney based but advising Aust wide) http://www.Structuring.com.au
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