Financial Advisor - Any recommendations?

We hope you enjoy your visit.

You're currently viewing our forum as a guest. This means you are limited to certain areas of the board and there are some features you can't use. If you join our community, you'll be able to access member-only sections, and use many member-only features such as customizing your profile, sending personal messages, and voting in polls. Registration is simple, fast, and completely free.

Join our community!

If you're already a member please log in to your account to access all of our features:

Financial Advisor - Any recommendations?; Looking for help
Topic Started: 19 Oct 2006, 02:19 AM (628 Views)
Shellie & Mike	19 Oct 2006, 02:19 AM Post #1
Newbie Posts: 4 Group: Members Member #956 Joined: 16 October 2006	Hi, We're moving out in January and I have a few issues with pensions, life insurance, endowments, etc. Everything I read suggests 'get professional help'. Has anyone had experience in this area and could make a recommendation? Thanks in Advance Mike.



Thebears	19 Oct 2006, 05:27 PM Post #2
Posts: 2,172 Group: Moderators Member #798 Joined: 8 July 2006 Migration Status Temporary Resident My Mood GO CATS GO My Location Malvern East	Shellie & Mike Oct 19 2006, 02:19 AM Hi, We're moving out in January and I have a few issues with pensions, life insurance, endowments, etc. Everything I read suggests 'get professional help'. Has anyone had experience in this area and could make a recommendation? Thanks in Advance Mike. First question for them is to be blunt if they made less money than you last financial year is it them you want advise from?



Bordy	20 Oct 2006, 12:55 AM Post #3
Administrator Posts: 4,688 Group: Admin Member #3 Joined: 8 September 2004 Migration Status Citizen My Location Ferntree Gully	I use a guy from AMP who helped me get my superannuation from UK to here. If you want his name & E Mail address please pm me.



Alan Collett	23 Oct 2006, 09:12 AM Post #4
Addicted Member Posts: 134 Group: Members Member #63 Joined: 13 September 2004 Migration Status Citizen My Location Geelong (mostly)	Mike, What do you want to know? Maybe start with the free tax factsheet from here: http://www.collettandco.com/factsheet.cfm on Investments held Outside Australia Best regards.


« Previous Topic · Recommendations · Next Topic »