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  1. W

    Financial Planners & Property

    I would not go to a financial planner for advice on wealth creation, but to get advice about the rules, regulations and traps of superannuation, capital gains tax implications on "when" to sell a property or "when" to finish up work to minimise tax etc. Someone who knows more than me on these...
  2. W

    Financial Planners & Property

    Agree with this. But it has been said here before that some people cannot take seriously a real estate agent without IPs :confused:. Must chiropractors have fabulous spines?
  3. W

    Financial Planners & Property

    I have always thought it strange that some people here on SS say that a financial planner should not be advising unless he is already wealthy. Probably the same ones who have said that real estate agents should have lots of investment houses. Does it follow that someone working at the mint or...
  4. W

    Financial Planners & Property

    I agree with this. My parents are seeing a chap from RetireInvest right now who is steering them towards asset protection. The fee is not cheap, but he knows what he is doing, works through different scenarios, has done a LOT of work on their issues, and just really impresses me. For his...
  5. W

    Financial Planners & Property

    We specifically sought out a financial planning firm that charged a fee for time/service because we didn't want to be put into something because of the benefits to the planner. This was nearly 15 years ago and we didn't know which direction to head in regarding my planned resignation from the...
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