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Wealthwise
Referral from
Sep 05, 2017
PerilousPerthite:
Stock broker/ Financial Advisor or something? Hi everyone!
Long time lurker, first time poster.
Wondering if anyone can recommend...
Katyzer:
Lawrie Reid - http://www.wealthwise.com.au/ in Leedy Wealth Today
- Financial Planner
- Level 1, 144 Northwood Street West Leederville, WA 6007
Referral from
Jul 18, 2014
Steal_My_Sunshine:
Could anyone recommend a good fee-based financial planner? My mother needs help with retirement planning
Orichalcon:
My dad is a financial *adviser*. He worked for [Wealth Today](http://www.wealthtoday.com.au/) as head financial adviser, and now does...
Referral from July 18, 2014
Steal_My_Sunshine asked:
Could anyone recommend a good fee-based financial planner? My mother needs help with retirement planning
yepthatjoe replied:
Just so you know, a financial planner is an insurance salesperson. If it's financial advice you are after you need to see a financial adviser.
Kosmo777 replied:
Try Just Financial. A mate of mine runs it. Just helping my recently retired mum with her super.
toxpoint replied:
Probably best to go to the bank. Always looking out for the best result for their customers.
diabeticpervert replied:
There was a short scathing report on "The Checkout" on ABC regarding financial planners. Try to find it on ABC Iview (or equivalent). It certainly suggested not using bank affiliated planners, it also gave the idea that good financial planning with out bias may cost upwards of $3000 per year. Having said all that, I cannot help with your question but wish you good luck.
Adski673 replied:
EBM Insurance Brokers have a financial planning department. They're also WA based if that means anything to you.
bundabrg replied:
We use a place called Smith Wealth. Very open about any trailing commissions etc (actually they get deducted from what we pay)
arkofjoy replied:
I know a person who I trust deeply. I have been friends with him for nearly 20 years. PM me if you would like his number.
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