All Topics / Legal & Accounting / Advice for Financial Planning

Viewing 6 posts - 1 through 6 (of 6 total)
  • Profile photo of Aqualife

    Hello,

    Would anyone be able to help me with what to look for in a financial planner and how to find out about their track record and performance? Any financial planning company / individual recommendations to use or to stay away from, in NSW?

    Thanks!

    Cheers, Aqualife

    Profile photo of Richard Taylor

    Hi Aqualife

    What is it you are wanting the Fin Planner to do ?

    As far as performance this is difficult as each client has separate requirements when it comes to income, growth or risk.
     
    For example what we might recommend for a client coming upto retirement would be totally different to a client in his mid 20's and wanting to start building his wealth.

    Richard Taylor | Australia's leading private lender

    Profile photo of Aqualife

    Hello Richard,

    I would like the financial planner to offer advice on a timeline, what to do, what not to do, the risks, opportunities to look out for – basically quality of detailed information, rather than general information. What type of research can I undertake in finding out the quality of information which can come from financial planners?

    With thanks, Aqualife.

    Profile photo of Richard Taylor

    I agree with what you want from a FP and certainly what we offer our clients.

    Proactive rather than reactive but have to say good luck in finding someone like that as most merely work on half yearly / yearly reviews and then look make changes then.

    All a matter of number of clients and so many hours in a day.

    Sorry cant recommend anyone in NSW to you.

    Richard Taylor | Australia's leading private lender

    Profile photo of FletcherTaxFletcherTax
    Member
    @fletchertax
    Join Date: 2009
    Post Count: 31

    I refer my clients to 2 financial adviser firms depending on the client and their needs.

    Navigate Wealth – Peter
    Financial Spectrum – Brenton

    Both based in Sydney CBD

    Hope that's of help!

    Fletcher Tax Accountants
    http://www.fletchertaxaccountants.com.au

    Profile photo of Aqualife

    All,

    Thanks for your advice.

    Cheers, Aqualife

Viewing 6 posts - 1 through 6 (of 6 total)

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