Hello,
I am looking for references for a great financial planner in the ACT.
Primarily I am looking to set up an investment structure such as a company or trust to invest for the long-term in and move assets out of my personal name.
I am still a long way from retirement (30) and am not focused on super or managed funds, so a typical retirement planner would not necessarily be ideal.
Can anyone recommed someone very good in the ACT, preferably who is used to dealing with innovative and successful investors?
thanks,
BenC
In that case, probably an accountant would be more suitable than a FP.
Terryw
Discover Home Loans
Parramatta
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Yes i would agree with Terry i think an Accountant would more suit your needs now.
Cheers
Richard Taylor
Residential & Commercial Finance Broker.
Licensed Financial Planner. Ph: 07 3720 1888
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Looking for life cover – We Guarantee to beat any quote you have in writing.Richard Taylor | Australia's leading private lender
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