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Melbourne based planners.

Discussion in 'Financial Planning' started by Compleks, 27th Apr, 2009.

  1. Compleks

    Compleks Well-Known Member

    Joined:
    18th May, 2007
    Posts:
    348
    Location:
    Melbourne
    I'm starting to collect some details of different financial planners around Melbourne. I figure it's about time i got some professional help :)

    I live in the south eastern suburbs, but am happy to travel to find a good planner. Hoping to get some recommendations for good FP's in Melbourne.


    Oh, and does anyone have any experience with this organisation?
    Segue Financial Services > Financial Planning > Active Investing > Portfoilo Services


    I'm hoping to put a list together and then make some appointments for later this week.

    Cheers :)
     
  2. Andrew Newman

    Andrew Newman Well-Known Member

    Joined:
    5th Nov, 2008
    Posts:
    175
    Location:
    Melbourne
    Hi Compleks

    With regard to a "good financial planner", I believe most people want the following (not in any particular order):

    • independent advice
    • their needs and objectives understood
    • education
    • timely responses
    • peace of mind
    • financial security
    • wealth creation plan
    • transparent fees and/or commissions
    • not paying too much for advice
    • advice in their best interests
    I would be more than willing to have a chat with you. Also, I am based in Melbourne. I do not charge for an initial chat over the phone or a face to face meeting for up to 1 hour.

    All the best with your search.
     
  3. LisaJ

    LisaJ Member

    Joined:
    1st Feb, 2010
    Posts:
    5
    Location:
    Kew
    Cranage Financial Services, located in Hawthorn.