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Hi JIT, It's a pretty normal thing these days to find an accountant that has taken up financial planning as well - the two professions go quite well together. While I'm not an accountant, I've probably had more training than many accountants on tax structures and tax strategies. There have...

I would be wary of most planners that are making direct share recommendations. The reason why I mention this is that I believe that most planners should either operate as a specialists, or a general practitioner. The GP planner helps with strategy and the overall positioning of their clients...

I do stand corrected, I think you're right in the way that you're looking at it. The direction I was coming from was more from a like for like situation. I have had some younger just getting started clients come in over the years, and they have enough to buy a property, they already have some...

I think that there is a different feeling to a real estate agent vs a financial planner. You go to a real estate agent when you want to buy or sell a property - once you're there, you've pretty much made up your mind that you're there to buy. With a financial planner, you go to them for...

I think that TPFKAD has a point. I love the idea of mentors - and so many of my friends are a lot older than me - becuase they always have a good story to tell and I learn a lot off them. If you talk to someone way too ahead of you, there is a bit of a gap however. About taking advice from...

Loving this discussion, it's really great to hear all the different views. To answer a few points that have been brought up: - JIT, Active vs Passive? It all comes down to value at the end of the day and a good understanding of who is actually looking after the money. I find that a lot of...

I remember seeing someone quite a few years ago. Had a story which I'm sure is not unique. They saw a planner in the mid/late 90's and said that they really wanted to buy property. Their planner talked them into putting their deposit into a property FUND, and told them not to buy an IP. Fast...

Thanks for all the replies. It's pretty obvious from the board range of opinions so far that it's quite a love-hate relationship with the industry that I work in. Reality Cheque, the answer to your question re why managed funds are so often recommend is quite a long one, but I'll try and...

Hi there everyone! Obviously I'm biased, but I'm really curious to know who out there have used a financial planner and actually found them to be of some use to them? We've all read some pretty horrid things (most of them being true), but being a planner that loves property (and...