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Melbourne based planners.

 
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Old 27-04-2009, 11:28 AM   #1
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Melbourne based planners.

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
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Old 03-05-2009, 02:21 PM   #2
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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.
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Andrew Newman
www.cmpfinancialplanning.com.au
Information provided without taking into account your objectives, financial situation or needs.
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Old 19-08-2010, 03:03 PM   #3
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Cranage Financial Services, located in Hawthorn.
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