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Investing Strategy
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.
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Nathan Peachey
Asked on 10 August 2023
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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
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