Financial Planner in Adelaide

Discussion in 'Investor Psychology' started by cedben, 15th Jun, 2015.

  1. cedben

    cedben Member

    Joined:
    3rd Jan, 2005
    Messages:
    22
    Location:
    South Australia
    Can anybody recommend a financial planner in Adelaide or who is prepared to work with a client in S.A. Want to find some one who I can work with to set up a financial plan that explores both property and shares as options. Have a number of ideas what I want to do just need some some assistance and guidance. Over the next two months will divest some property and a business and need to make sure I use the funds for my best long term advantage.
     
  2. Xenia IM

    Xenia IM Property Manager

    Joined:
    19th Dec, 2014
    Messages:
    754
    Location:
    Adelaide, South Australia
    I would recommend self education.
    YOU are the best person to handle your own financial planning.
     
  3. LeoT

    LeoT Member

    Joined:
    31st Aug, 2014
    Messages:
    887
    Location:
    Sydney, NSW
    Unless you have very little interest to build wealth, i would stay away from Financial Planners. Their model and school of thought is not for wealth building at all.
     
  4. Terry_w

    Terry_w Member

    Joined:
    19th Mar, 2012
    Messages:
    9,610
    Location:
    Sydney, NSW
    I am a financial planner. Not all of us have previously worked for CBA.
     
  5. LeoT

    LeoT Member

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    Location:
    Sydney, NSW
    Hey Terry,

    Your not the norm for financial planenrs though.
     
  6. Terry_w

    Terry_w Member

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    9,610
    Location:
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    Thanks Leo - there are some shockers out there. Salesmen with no technical knowledge. Usually come from banking planner backgrounds.
     
  7. LeoT

    LeoT Member

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    Location:
    Sydney, NSW
     
  8. Brady

    Brady Big 4 Banker

    Joined:
    19th Jun, 2012
    Messages:
    2,708
    Location:
    Adelaide
    CBA FP I work with is a gun, not like other FPs I've dealt with previously. Invests heavily in property himself along with other areas. But I also bag him out about being a CBA FP with the rap they have at the moment :)

    Doesn't just push CBA products like you all would think and make comment of, actually set me up with my Asteron Risk Insurance instead of Comminsure

    But there wasn't anything outside of the Risk Insurance that he could assist for me personally at this stage. I prefer self education as mentioned above.