All Topics / Help Needed! / Looking for Financial Advisor in Melbourne

Viewing 9 posts - 1 through 9 (of 9 total)
  • Profile photo of kurnsterkurnster
    Participant
    @kurnster
    Join Date: 2007
    Post Count: 19
    July 12, 2007 - 12:33 pm

    Hi All,

    Just read Steve book awesome…now looking at getting a structure set up for potentially 2 investment properties initially and wondered if anyone can recommend a good financial advisor with the know how to to set this up…preferable experienced in the real estatefield.

    Thanks and happy investing

    kurn

    Profile photo of Alistair PerryAlistair Perry
    Participant
    @aperry
    Join Date: 2004
    Post Count: 891
    July 12, 2007 - 11:51 pm

    Hi Kurn,

    To set up a good structure for property investing you need a good accountant and mortage broker, not a financial advisor.

    Regards
    Alistair

    Profile photo of Richard TaylorRichard Taylor
    Participant
    @qlds007
    Join Date: 2003
    Post Count: 12,024
    July 13, 2007 - 1:37 am

    I agree with Alistair and whilst he is unlikely to tell you he is a mortgage broker based in Melbourne and well respected on this forum in all property related matters.

    Dont think you can go too past giving him a call.

    Richard Taylor | Australia's leading private lender

    Profile photo of kurnsterkurnster
    Participant
    @kurnster
    Join Date: 2007
    Post Count: 19
    July 15, 2007 - 1:55 am

    ok thanks do u know a good accountant in this field. cheers

    Profile photo of Alistair PerryAlistair Perry
    Participant
    @aperry
    Join Date: 2004
    Post Count: 891
    July 16, 2007 - 1:58 am

    Hi Kurn,

    A lot of people on here seem to use Dale GG or Mark Unwin, you'll find reference to both of these guys if you do a quick search. I use Mory Kalkopf at Guests Accounting in Caufield http://www.guests.com.au and am happy to recommend him highly.

    Regards
    Alistair

    Profile photo of kurnsterkurnster
    Participant
    @kurnster
    Join Date: 2007
    Post Count: 19
    July 22, 2007 - 7:37 am

    thanks alistair

    Profile photo of TerrywTerryw
    Participant
    @terryw
    Join Date: 2001
    Post Count: 16,213
    October 12, 2012 - 12:51 pm

    For structures you really need a lawyer and tax advisors. Some financial planner set up structures but you really do need a good tax advisor.

    Try http://www.houseofwealth.com.au for tax and structures (disclaimer. I consult to this company).

    Terryw | Structuring Lawyers Pty Ltd / Loan Structuring Pty Ltd
    http://www.Structuring.com.au
    Email Me

    Lawyer, Mortgage Broker and Tax Advisor (Sydney based but advising Aust wide) http://www.Structuring.com.au

    Profile photo of Jacqui MiddletonJacqui Middleton
    Participant
    @jacm
    Join Date: 2009
    Post Count: 2,539
    October 12, 2012 - 6:12 pm

    James Hall … might not be viewed as spam if it were not your first post.  It's much better form to provide some useful answers on a bunch of threads before spruiking…

    Jacqui Middleton | Middleton Buyers Advocates
    http://www.middletonbuyersadvocates.com.au
    Email Me | Phone Me

    VIC Buyers' Agents for investors, home buyers & SMSFs.

    Profile photo of Jamie MooreJamie Moore
    Participant
    @jamie-m
    Join Date: 2010
    Post Count: 5,069
    October 12, 2012 - 9:48 pm
    JacM wrote:
    James Hall … might not be viewed as spam if it were not your first post.  It's much better form to provide some useful answers on a bunch of threads before spruiking…

    +1

    It's not a good look when you resurface a 5 year old post to provide a link to your company.

    Feel free to stick around and add to the community though.

    Cheers

    Jamie

    Jamie Moore | Pass Go Home Loans Pty Ltd
    http://www.passgo.com.au
    Email Me | Phone Me

    Mortgage Broker assisting clients Australia wide Email: [email protected]

Viewing 9 posts - 1 through 9 (of 9 total)

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