ETF Portfolio Advice

Question

I am looking for a independent investment advisor I can develop a portfolio with so I can start investing. Happy to pay for service, but want someone with alot of experience that is able to simplify the market and products available. I have income and emergency fund, looking for growth long term with automated investing each month. Also looking for information on setting up investments for my children.

Answer

Hi Nathan.

Sounds like you’re on the right track so far, nice work :)

There are a few advisors that visit this forum from time to time I believe.  But here are two others which I have come across which do seem more independent than most.  I have no affiliation with these guys and I haven’t used their services myself, so just offering these for further research as opposed to verified recommendations.

Millennial Independent Advice: https://www.miadvice.com.au/
Guideway: https://guideway.com.au/
Independent Wealth Advice: https://www.iwadvice.com.au/

Hope that helps, and you may get some other suggestions here.  What I would say is if possible try to just pay for ‘per hour’ advice, rather than a whole financial plan.  Given you’ve covered most bases and you have a good idea what you want to do, all you may want is someone to simplify the options for you and give some general guidance.

Cheers, Dave

Answer

Hey Nathan,

Great question and one we hear a lot.

Would agree with Dave’s comments here also, might be worth looking at a lighter touch model rather than a full financial plan if you’re just looking for investment advice.

A couple that come to mind are LifeSherpa and Jess Brady’s Greenhouse program. We also run a service that helps with this that you can check out here: https://pivotwealth.com.au/sma

One thing for you to keep in mind when you’re looking at where to invest money – it’s easy to get caught up with jargon, investment speak, and the desire to shoot the lights out but the statistics show that index funds perform best more than 80% of the time, so obviously not advice but if I was starting from the start I would be looking very closely at index funds.

Hope it helps and good luck on the journey – exciting times ahead.

Ben

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