thread: Financial advisor/planner?

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  1. #1
    Registered User

    Dec 2005
    5,951

    I think it's a very wise thing to do. It's important to know where your money is going and to plan for the future. I don't have any tips, but I do say don't feel it's a waste, cause it won't be.

  2. #2
    Nothing like a cuddle from DD after a hard day's work!

    Oct 2007
    in my own world
    3,267

    Well i guess with the super i dont see a difference between what i am doing now. I have it with AMP but he will be managing it and of course taking commission from it.

    But he was also telling us to get life insurance but my company already provides that but he essentially is saying that if i get it now it will be cheaper as it increases with age etc.

    Doesn't sound like saving money at all =(

  3. #3
    Registered User

    Dec 2005
    5,951

    Did he give you advice with regards to your homeloan (if you have one), current income and expenses etc?

  4. #4
    Registered User

    Feb 2008
    1,041

    A Financial Planner with an AFSL LIcense which is what is require by the government to give advice, normally would not advise on homeloans.

    Mum2one sweet bum - if you are unsure of anything PM and I am happyu to anwer any questions. Or if you are happy to post them here what fees is he charging? UPfront and ongoing?

    Oh I was a FP before I had my DD.