Friday, November 03, 2006

Financial Planning Business Models and Links

For those expecting to find my new web-site at this address I offer some other some links to financial planning sites offering similar investment and planning philosophies to my own.

Mark Hebner's Index Fund Advisors, www.ifa.com offers an incredible amount of research and some great modeling of US-based portfolios. No such research is available for Australia yet, but a great future project...

Bloombury Finacial Planning seems to be one of the best UK-based planning firms. Their site, http://www.bloomsburyfp.co.uk/ offers some sound advice in newsletters etc.

In Australia, Kevin Bailey's firm, The Money Managers, http://www.moneymanagers.com.au/ is a leader in fee-only advice and passive investment strategies.

I will post more information over the coming weeks and welcome feedback on my fincial planning business model.