All Topics / Finance / Financial Advisor in ACT

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  • Profile photo of atevansatevans
    Participant
    @atevans
    Join Date: 2008
    Post Count: 17

    Hi.  Can anyone recommend a good financial advisor in the ACT?

    Profile photo of Richard TaylorRichard Taylor
    Participant
    @qlds007
    Join Date: 2003
    Post Count: 12,024

    What sort of advice are you after ?

    Richard Taylor | Australia's leading private lender

    Profile photo of atevansatevans
    Participant
    @atevans
    Join Date: 2008
    Post Count: 17

    Hi Richard,

    We are really just starting in the investment game.  We own a house which was our PPOR and converted to an investment in December last year.  It is highly negatively geared, and having picked up Steve's books recently, are now looking at selling in the near future.  Even with the market the way it is, we should walk away from the house with a nice capital gain.  What we hope to do is use the money recieved from the sale of the house to start investing in positive cash flow properties.

    So what advice do we need?  Well how to structure our finances – setting up a trust etc?  What would be best for us given our circumstances.  We are both in the military so have available to us a few perks surrounding home sale and purchase, rent assisstance etc, that we want to make the most of too.  The other aspect is my husband pays child support and we have no intention of letting his ex take advantage of any additional income made through our investing.

    I have initially been looking for an independent, fee for service Financial Adviser, and someone who has personal experience in property investing (preferably not negative gearing), but happy to take recommendations.

    Cheers
    Tanya

    Profile photo of Richard TaylorRichard Taylor
    Participant
    @qlds007
    Join Date: 2003
    Post Count: 12,024

    Have sent you a PM to answer your question.

    Richard Taylor | Australia's leading private lender

Viewing 4 posts - 1 through 4 (of 4 total)

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