All Topics / Help Needed! / financial advisor in melb

Viewing 6 posts - 1 through 6 (of 6 total)
  • Profile photo of alterego44alterego44
    Participant
    @alterego44
    Join Date: 2013
    Post Count: 16
    July 16, 2013 - 11:34 am

    Hey guys I’m looking to employ an financial advisor, hopefully someone the can help me set up a trust fund and basically help me begin investing.
    Is there someone who posts on here and may be interested?

    Thanks

    Profile photo of oc1oc1
    Participant
    @oc1
    Join Date: 2012
    Post Count: 148
    July 16, 2013 - 11:32 pm

    Maybe try Terryw here from the forum as a start. He really knows his stuff!

    Oscar

    Profile photo of Jamie MooreJamie Moore
    Participant
    @jamie-m
    Join Date: 2010
    Post Count: 5,069
    July 17, 2013 - 12:17 am

    Hi alterego

    Are you after a financial advisor or a finance broker?

    Do you need face to face or are you happy to communicate over phone/email? If you're ok with the latter than your options are open.

    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]

    Profile photo of alterego44alterego44
    Participant
    @alterego44
    Join Date: 2013
    Post Count: 16
    July 17, 2013 - 1:52 am

    I think I need an advisor. I need some help setting up a family trust fund for investments. Happy to communicate via email.

    Thanks.

    Profile photo of TheFinanceShopTheFinanceShop
    Participant
    @thefinanceshop
    Join Date: 2012
    Post Count: 1,271
    July 17, 2013 - 3:27 am

    As Oscar suggested – contact Terry W from this forum. 

    TheFinanceShop | Elite Property Finance
    http://www.elitepropertyfinance.com
    Email Me | Phone Me

    Residential and Commercial Brokerage

    Profile photo of GrantMckGrantMck
    Member
    @grantmck
    Join Date: 2013
    Post Count: 36
    July 17, 2013 - 12:26 pm

    HI,

    Setting up a Trust Fund can come in many forms, Family Trust, Unit Trusts and a SMSF is also set up on a Trust basis, Definitely seek Financial Advice, but one thing I must note as I always do, "What is your strategy and what are you trying to achieve", remember the vehicle is the property which is what assists you to achieve your goals within your strategy! Advice is one thing but knowledge will "Empower you to Achieve".

    Cheers Grant

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

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