Forum Replies Created

Viewing 12 posts - 21 through 32 (of 32 total)
  • Profile photo of NonnieENonnieE
    Member
    @nonniee
    Join Date: 2004
    Post Count: 44

    Hi Wealth Accumulator,

    I didn't end up joining Destiny Financial Solutions as a client, however I did you their mortgage brokering services.  I felt that after reading most of Margaret Lomas' and Steve McKnight's books and some others that I had gained a lot of information and was ready to start investing without their help.  However, I still haven't bought a property because I am procrastinating too much.  I think this is just about to change though.

    Nonnie

    Profile photo of NonnieENonnieE
    Member
    @nonniee
    Join Date: 2004
    Post Count: 44

    Hi, I too are looking at Quicken Personal Plus.  Good to no someone who is trying it and your feedback.  Do you know if it is Mac compatible?

    Nonnie

    Profile photo of NonnieENonnieE
    Member
    @nonniee
    Join Date: 2004
    Post Count: 44

    Thanks to those in the last few days that have given their comments.  They have certainly given me food for thought.

    Nonnie

    Profile photo of NonnieENonnieE
    Member
    @nonniee
    Join Date: 2004
    Post Count: 44

    Thanks JB.  I am considering it seriously and appreciate your comments.  We have already used them for brokering to refinance, so thats a start.  Did you get them to do a financial plan for you and if so do you find it useful?

    Profile photo of NonnieENonnieE
    Member
    @nonniee
    Join Date: 2004
    Post Count: 44

    Thanks Matt for your advise.  I will look around a bit more before I make a decision.Do you or anyone else recommend property investment software that includes home budgeting as well?Also, can you recommend a financial planner in the outer Southern Suburbs of Melbourne?ThanksNonnie

    Profile photo of NonnieENonnieE
    Member
    @nonniee
    Join Date: 2004
    Post Count: 44

    Marc

    Thanks Marc, I will check it out.

    Nonnie

    Profile photo of NonnieENonnieE
    Member
    @nonniee
    Join Date: 2004
    Post Count: 44

    Jules

    Thanks, it does sound like good value.  However they don't source properties for you, but do guide you with the process of selecting properties and then assess a property for you before you make an offer.

    Nonnie

    Profile photo of NonnieENonnieE
    Member
    @nonniee
    Join Date: 2004
    Post Count: 44

    Hi Jules

    I haven't really compared the Destiny Program with the Results Program in detail.  However the Results Program is nearly twice the price (discounted).  You also need to consider the different investment stratergies they use and what is best for you I guess.

    Nonnie

    Profile photo of NonnieENonnieE
    Member
    @nonniee
    Join Date: 2004
    Post Count: 44

    Hi Matt

    It is a cost of $2970 upfront.  This gives you ongoing one on one mentoring and advice, 8 week focus group sessions, updated financial analysis report each year, fianancial software, establishment of a finance structure if required, annual property performance reviews and assessment of propertys that you have sourced yourself.

    Cheers
    NonnieE

    Profile photo of NonnieENonnieE
    Member
    @nonniee
    Join Date: 2004
    Post Count: 44

    Hi all,

    Could any one recommend a good property investment accountant out near Frankston, VIC?  I'm just starting out and need some good advice on how to set up.

    Thanks

    NonnieE

    Profile photo of NonnieENonnieE
    Member
    @nonniee
    Join Date: 2004
    Post Count: 44

    Thanks Lisa, that is good to know.  There just seems to be so much to consider it can get confusing.
    Good luck with you next financiers.

    Profile photo of NonnieENonnieE
    Member
    @nonniee
    Join Date: 2004
    Post Count: 44

    Thanks Richard.  I understand that a low rate is not the most important factor, but if everything else stacks up why would'nt you go with the cheaper option?

Viewing 12 posts - 21 through 32 (of 32 total)