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  1. #11
    Witwicky's Avatar
    Witwicky is offline A closed mouth gathers no foot.
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    Quote Originally Posted by BerylsMum View Post
    you have to get a recommendation...so you know they are decent.

    do you have an accountant?
    I don't have an accountant

  2. #12
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    a good accountant is a really worthwhile thing to have..
    then they can help and suggest people to talk to.
    Our accountant put us in touch with a mortgage broker, financial planner, broker..
    Talk to friends who have accountants and get a good one.

    Mine is so awesome..and is in sydney.

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    Witwicky  (23-01-2012)

  4. #13
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    I'm a financial adviser...well at least for next few months before taking maternity leave. I may be help with general questions you may have.

    Things to consider would be whether you are saving up for something specific, timeframe which you are investing, your current experience and how much risk you are comfortable taking with your money.

    Other areas which an adviser can help with would be reviewing your personal insurance needs, and ensuring structure of your finances are tax effective.

    I think one of the best ways to seek out an adviser is through a referral through friends or family. You want an adviser who will look out for your best interest and also someone who is a good personality fit.





    Sent from my GT-I9000 using BubHub

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    Witwicky  (23-01-2012)

  6. #14
    Buttoneska's Avatar
    Buttoneska is offline Winner 2010- Most Community Minded Thread Award
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    I just pm you on fb.

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    Witwicky  (23-01-2012)

  8. #15
    Witwicky's Avatar
    Witwicky is offline A closed mouth gathers no foot.
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    Thanks so much for the responses everyone...very helpful!

    Cheers Button, I'll check FB now

  9. #16
    SpecialPatrolGroup's Avatar
    SpecialPatrolGroup is offline T-rex is cranky until she gets her coffee.
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    Have a look on this website to get comfortable with some of the *language* and get an idea of some good questions to ask. https://www.moneysmart.gov.au/

    When they were known as FIDO they did have a guide to the financial planning process which had good info.

    As strange as it may sound, Centrelink runs community seminars at no cost about a range of financial topics.

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    Witwicky  (23-01-2012)

  11. #17
    Witwicky's Avatar
    Witwicky is offline A closed mouth gathers no foot.
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    Quote Originally Posted by SpecialPatrolGroup View Post
    Have a look on this website to get comfortable with some of the *language* and get an idea of some good questions to ask. https://www.moneysmart.gov.au/

    When they were known as FIDO they did have a guide to the financial planning process which had good info.

    As strange as it may sound, Centrelink runs community seminars at no cost about a range of financial topics.
    Thanks heaps for that info, that website looks really helpful


 

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