Hi Folks,
My first post, although I have lurked and "listened" with keen interest to a number of your intelligent and enthusiastic discussions. Thanks for those.
I'm hoping to find a couple of strong options for a financial planner that will help me asap.
I'm in Melbourne, own the family home, have a couple of IPs, some equity, and a few shares with some gearing. I want to maximise what I can get done this year to progress my financial position, but I need a plan, which I've never operated with to date. I need to find an honest, passionate, caring, property-savvy advisor - I've heard there's one or two of them, but you've got to look hard!!
In reading some old posts on the forum, I found Steve Navra references. I checked out his Living on Equity paper, and it interested me greatly. However, he doesn't seem to have planners/representatives in Melbourne, so that doesn't appear to be an option for me. In old posts, Steve N did say some good things about Katrina Gay (nee Nicholson?) who is now with The Salisbury Group. Does anyone have any recent experience with Katrina and/or Salisbury?
Any advice, comments, recommendations would be very much appreciated.
SteveD
My first post, although I have lurked and "listened" with keen interest to a number of your intelligent and enthusiastic discussions. Thanks for those.
I'm hoping to find a couple of strong options for a financial planner that will help me asap.
I'm in Melbourne, own the family home, have a couple of IPs, some equity, and a few shares with some gearing. I want to maximise what I can get done this year to progress my financial position, but I need a plan, which I've never operated with to date. I need to find an honest, passionate, caring, property-savvy advisor - I've heard there's one or two of them, but you've got to look hard!!
In reading some old posts on the forum, I found Steve Navra references. I checked out his Living on Equity paper, and it interested me greatly. However, he doesn't seem to have planners/representatives in Melbourne, so that doesn't appear to be an option for me. In old posts, Steve N did say some good things about Katrina Gay (nee Nicholson?) who is now with The Salisbury Group. Does anyone have any recent experience with Katrina and/or Salisbury?
Any advice, comments, recommendations would be very much appreciated.
SteveD
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