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Financial Advisor Required

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Old 28-04-09
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Default Financial Advisor Required

Hi all - I'm in the very beginning stages of starting my business (it's a few years away yet) however I would like to meet with a financial advisor that specialises in small business to assist me in moving forward in the right direction.

Does anyone have any suggestions? I am in Sydney.

Thanks for your help,
Sarah

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Old 28-04-09
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Default Re: Financial Advisor Required

Sounds like the exact thing the "Business Enterprise Centre" is for:
http://www.beca.org.au/

Find one close to you:
http://www.beca.org.au/find-a-bec

edit:
They should be able to assist with basic questions and guidance and refer you to experts for anything they can't handle.
I used them a couple of times here and although they didn't actually contribute anything significant, it's still great to be able to talk with someone about an idea and get non biased opinion (ie. as opposed to friends and family).
They did organise a free appointment with an accountant and organise a meeting with the tax office which helped me greatly.

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Last edited by ray_223; 28-04-09 at 03:17 PM. Reason: more details
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Old 29-04-09
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Default Re: Financial Advisor Required

This sounds like what I need.

Thanks Ray!

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Old 29-06-09
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Default Re: Financial Advisor Required

As mentioned previously - http://www.mandalaywm.com.au - I have just submitted a post. Sydney based financial planner who understands small businesses - you leave feeling inspired!

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Old 10-10-09
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Default Re: Financial Advisor Required

Sarah

If your still looking I would gladly suggest

Financial Spectrum Contact: Brenton
Navigate Wealth Contact: Peter Alvarez

I am positive they would be of help,

Fletcher Tax Accountants
www.fletchertaxaccountants.com.au

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Old 13-10-09
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Default Re: Financial Advisor Required

you need to be cetain of the type or advice and support you require

if your starting a business , i suspect you dont really need a financial planner. they tend to be concerned with investments and wealth management.

I suspect you need a good small business accountant , some one more than a tax agent , a CPA or Chatered accountant wh can help you with advice in respect to structure , borrowings and operational issues

you may wish to try www.cabotsquare.com.au

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