Hi all
I want to give my current financial planner the flick. He is nice enough but I don't think he understands the IP world as much as I would like and I get the distinct feeling he is trying to push me into strategies that pay a nice commission for him but aren't conducive to our long term plans (e.g. recommending that we pay down our PPOR debt to redraw to invest in managed funds - when he knows full well we intend to convert the PPOR to an IP in a few years time).
So - can anyone recommend a new one for me? I have a few criteria:
- A good knowledge of the IP world and property investment strategies, but also a willingness to combine this with other strategies (e.g. shares).
- I prefer to deal face to face, so they will need to be in Brisbane (ideally north side but I'll travel for someone good).
- Knowledgeable and honest!!
Thanks
I want to give my current financial planner the flick. He is nice enough but I don't think he understands the IP world as much as I would like and I get the distinct feeling he is trying to push me into strategies that pay a nice commission for him but aren't conducive to our long term plans (e.g. recommending that we pay down our PPOR debt to redraw to invest in managed funds - when he knows full well we intend to convert the PPOR to an IP in a few years time).
So - can anyone recommend a new one for me? I have a few criteria:
- A good knowledge of the IP world and property investment strategies, but also a willingness to combine this with other strategies (e.g. shares).
- I prefer to deal face to face, so they will need to be in Brisbane (ideally north side but I'll travel for someone good).
- Knowledgeable and honest!!
Thanks