Me and my partner earn a combined income of $160000 PA.But our finances are all over the places and we dont know how do we prepare ourselves to buy our IP.
Can anyone recommend a good Financial Planner who can assist us in sorting our finances and guide us through to buy our first IP and assist us in setting up a strategy as our long term goal is to Retire around 50 years of Age.I understand there are no free lunches in this world but will definitely pay fair fees.
Cheers
You might be getting a little confused as a financial planner is usually used to provide financial advice (investing in shares etc) and risk mitigation (insurances) – which may not be what you’re looking for.
To review and consolidate your current debt, as well as gain advice on how to get yourself to a position to purchase your first IP you will want to speak to an investment savvy finance broker. Speaking with a broker will allow you to gain a strong understanding of your current position, what action needs to be taken to achieve your goals and map out a strategy for moving forward.
Corey Batt | Precision Funding
http://www.precisionfunding.com.au
Email Me | Phone MeInvestment Focused Finance Strategist - servicing Australia-wide
Thanks Corey, I think you are right Investment savvy finance broker is the best person to help in my scenario.
Can anyone recommend me any Investment savvy finance broker around Melboure area.
If you’re looking for someone to sit face to face in Melbourne – Peter Tersteeg from Sage Lending Solutions is a great option. http://www.sagelending.com.au/
Otherwise with all the fan-dangled gizmos we have these days, it’s very easy to run everything through phone and email – I’d say around 75% of my clients are spread interstate across Australia. :)
Corey Batt | Precision Funding
http://www.precisionfunding.com.au
Email Me | Phone MeInvestment Focused Finance Strategist - servicing Australia-wide
Agree with Corey – business can be done from anywhere these days BUT if you need face to face, Pete’s your finance nerd.
Cheers
Jamie
Jamie Moore | Pass Go Home Loans Pty Ltd
http://www.passgo.com.au
Email Me | Phone MeMortgage Broker assisting clients Australia wide Email: [email protected]
Thanks Corey and Jamie for your responses.
Corey, I am fine with email or over phone service so Whats the best way to contact you and can you please give me an idea about your fees and services if possible please.
Hi Master – you can give me a call on 1300 656 299 or send through an email to [email protected] and we can have a discussion from there.
As per fees – Like most brokers in Australia, I do not charge any fees to facilitate any lending. Instead the lender used is charged a commission amount. This is in contrast to a lender having to pay a staff member to sit in branch regardless of productivity!
Corey Batt | Precision Funding
http://www.precisionfunding.com.au
Email Me | Phone MeInvestment Focused Finance Strategist - servicing Australia-wide
Hi Corey,
I sent you an email yesterday but hvant heard anything back from you.
When you get a chance can you please respond to my query.Thanks
Hi Master
Give him a buzz – sometimes new emails from new clients get caught in spam filters. Especially if you use words like “loan” etc in the subject heading.
Cheers
Jamie
Jamie Moore | Pass Go Home Loans Pty Ltd
http://www.passgo.com.au
Email Me | Phone MeMortgage Broker assisting clients Australia wide Email: [email protected]
Jamie hit the nail on the head, all resolved though. Reply sent through Master. :)
Corey Batt | Precision Funding
http://www.precisionfunding.com.au
Email Me | Phone MeInvestment Focused Finance Strategist - servicing Australia-wide
You must be logged in to reply to this topic. If you don't have an account, you can register here.
