All Topics / Help Needed! / Finding the right property investment financial advisor

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  • Profile photo of darkness72darkness72
    Participant
    @darkness72
    Join Date: 2013
    Post Count: 51

    Hi,

    Anyone recommend a great financial advisor / skilled in investment properties in Melbournes Eastern suburbs – Ringwood area…

    I am after someone who can provide investment projection scenarios of 10/15/20 year plans against a few investment properties and potential development of said properties and consideration of superfunds.

    Looking at projected outcomes to help determine best strategies leading to retirement.

    Cheers

    Profile photo of Kinnon BellKinnon Bell
    Participant
    @kinnon
    Join Date: 2014
    Post Count: 151

    Are you looking for someone to find the properties for you, or just churn the numbers? There’s some great spreadsheets on the internet where you can punch in the different figures and it will show the projections for various time periods. Same thing with development feasibility.

    Kinnon Bell | Kinetic Funding
    http://www.kineticfunding.com.au
    Email Me | Phone Me

    Mortgage & Personal Loan Broker based in Cairns and Melbourne but servicing clients Australia wide.

    Profile photo of darkness72darkness72
    Participant
    @darkness72
    Join Date: 2013
    Post Count: 51

    Already have the properties, just wanting to churn the numbers

    Profile photo of Kinnon BellKinnon Bell
    Participant
    @kinnon
    Join Date: 2014
    Post Count: 151

    Not sure if I can link to another forum or not (soon find out! Sorry mods if I can’t) but on this thread on somersoft there’s some great spreadsheets for lots of different scenarios.

    http://somersoft.com/forums/showthread.php?t=26452&highlight=spreadsheet+collection

    Kinnon Bell | Kinetic Funding
    http://www.kineticfunding.com.au
    Email Me | Phone Me

    Mortgage & Personal Loan Broker based in Cairns and Melbourne but servicing clients Australia wide.

    Profile photo of CatalystCatalyst
    Participant
    @catalyst
    Join Date: 2008
    Post Count: 1,404

    I did the run around for years with financial advisors and gave up. Any I went to pushed managed funds. Even when I specified property they didn’t really get it. Still kept talking shares or just agreed with what I said about my portfolio and where I should go..

    Maybe try a property group in your area. They may give you some insight.

    • This reply was modified 10 years, 3 months ago by Profile photo of Catalyst Catalyst.
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