50 Planning experts Near You | Airtasker

50 Planning experts Near You

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Best rated Planning experts

Senney W

VIC

(18)

Latest Review

"He was super amazing!! His knowledge was exactly what I needed help with in more. "

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Josh K

NSW

(90)

Latest Review

"Terrific job. I was REALLY impressed with Josh's professionalism and rapid turnaround. "

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Paige G

VIC

(24)

Latest Review

"Good work done "

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John D

NSW

(822)

Latest Review

"Efficient and Friendly service"

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Blaise T

NSW

(4)

Latest Review

"Fantastic, great job, very helpful and great communication. Saved me alot of time. Thank You"

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Now Available!
  • Get it done now. Pay later.
  • Repay in 4 fortnightly instalments
  • No interest
  • Available on payments up to $1,500

Recent Planning reviews

"Thanks for competing task on time and delivering a finished product that I requested"

Workshop planning & PowerPoint presentation

$85

"Excellent discussion and support from Airtasker. Good grasp of topic area, good engagement and understanding of what was needed and provided great advice on structure and themes. Excellent highly recommended. "

Essay structure & planning assistance - academic

$26

"pleasure to deal with. quality work."

Write up notes from planning session

$40

"Paige is great. She is lovely to work with and has great communication skills. She sends the documents in time etc and self manages all the tasks properly. "

Help with planning and organising tasks to be done

$10

"Senney was thorough and prompt with providing me with the information I needed. I would definitely use him again."

Review of insurance, super, retirement planning

$150

What's the average cost of a Planning expert

$46 - $85

low

$46

median

$50

high

$85

Average reviews for Planning Services

based on 5 reviews

5

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  • Get it done now. Pay later.
  • Repay in 4 fortnightly instalments
  • No interest
  • Available on payments up to $1,500

5

Tasks successfully complete

1

Avg. quotes per task

3

hrs

Avg. time to receive offer

Recent Planning tasks

Space planning in office

$50

Melbourne VIC, Australia

18th May 2020

See if 2 desks will fit and draw a basic floor plan showing the desks

Organizing paperworks and categorise planning

$100

East Perth WA 6004, Australia

8th Apr 2019

Hi I need someone can help me do the tidy up paper works and assist me with phone calls and help me organize sort out bills to pay coz My table is filled up due to relocations.. I need someone quik and assertive that can help me sort out fast. Also surprised rewards if you are nice to me and do a great Job coz this is important for me to start decluttering Thanks.

Planning to do uber full time

$200

Haymarket NSW 2000, Australia

17th Sep 2018

Looking to learn log books and business side off uber pay to show and set me up

Financial Planning

$10

Chatswood NSW, Australia

2nd Sep 2018

hi....please be in touch if you are a financial planner and can advice on smsf, insurance and investments. Thanks

Technical workshop planning

$40

Melbourne, VIC

19th Apr 2017

I need a meeting with someone skilled in technical workshop design - perhaps a scientist who has done lots of this work before. Thanks

Essay structure & planning assistance - academic

$26

Ascot Vale, Victoria, Australia

14th Sep 2016

High quality tasker with skills in academic writing (pref legal or sociology background) needed for a planning discussion /brainstorming session as a precursor to me writing essay. Anticipated that this might only take 30-40mins. Looking for candidate with strong academic writing background and essay writing /structuring skills. Will send more details when select and appoint tasker. Looking to do a skype or phone session within next few days. Thanks

Excellent discussion and support from Airtasker. Good grasp of topic area, good engagement and understanding of what was needed and provided great advice on structure and themes. Excellent highly recommended.

Help with planning and organising tasks to be done

$10

Sydney, New South Wales, Australia

14th Jul 2016

Need some help with planning out tasks and organising the schedule. It can get overwhelming sometimes.

Paige is great. She is lovely to work with and has great communication skills. She sends the documents in time etc and self manages all the tasks properly.

How to become a financial planning

$100

Sydney NSW, Australia

3rd May 2020

I need someone to give advice on how to become a financial planning after two years accounting assistant job.Thanks.

Review of insurance, super, retirement planning

$150

Armadale, VIC

28th Nov 2018

Review insurance,superannuation and discuss retirement plan, cash flow and budgeting.

Senney was thorough and prompt with providing me with the information I needed. I would definitely use him again.

Financial Services Paraplanning & Admin Support

$500

North Ryde NSW, Australia

12th Sep 2018

List of tasks requiring assistance with include: 1 x Personal Insurance only SOA – we use a template document requiring update (Gilxxx) 1 x Business Insurance only SOA – we use a template document requiring update (Burxxx) 1 x Wholesale Record of Advice – we use a template document requiring update (Eilxxx) 1 x Assist submit Request for Buy/Sell Agreement to be produced by lawyer (Burxxx) 3 x Record of Advice – we use a template document requiring update (Whexxx/Broxxx/Eilxxx) 3 x Fee Disclosure Statement – we use a template document requiring update (Broxxx/Hetxxx/Whexxx) 1 x SMSF Bare Trust Documents - we have template from another recent client requiring client info to be updated (Sulxxx) 3 x Authority to obtain information to be sent off to providers (Antxxx/Lewxxx/Altxxx) 3 x Contact providers to obtain information for clients accounts for same 3 clients (some providers may not accept our standard form and we may need to update their form to have client sign to obtain info) (Antxxx/Lewxxx/Altxxx) 4 x We have access to Morningstar Premium Service to access share research, we need research for each holding to be downloaded for 4 client portfolios, each portfolio has approximately 10 holdings requiring download (Broxxx/Whexxx/Eilxxx/Saixxx) Posted previously although did not respond in time, 1st time user, sorry if I did not get back to you previously, flexiable regarding where completed, would need to at least initially meet to go through and explain tasks in greater detail. Happy to initially work from home office in North Ryde or another location if preferred in Sydney and can complete as preferred. Ongoing work available if works well (the bracketed detail are account info for our reference).

Financial planning

$50

Bridgeman Downs, Queensland, Australia

30th Jul 2017

Need advice for QSuper investment / self manage super funds and financial planning.. need advice from financial planner ..

Financial Planning Administration

$750

Sydney, New South Wales, Australia

23rd Jan 2017

We are seeking someone with Financial Planning experience to come into our Sydney CBD office to help us with client follow up and administration. The successful freelancer will be responsible for providing support to one of our associate advisers and his clients. This project is ideal for an individual with excellent communication skills, strong attention to detail, someone who is able to follow processes. Required skills: - Xplan Portfolio System (IPS) - Microsoft Office Programs

Assist in personal financial planning recording

$100

Pymble NSW 2073, Australia

6th Sep 2016

I need an assistance in planning family budget and savings across the different accounts. I am looking for a planner for my personal income & expenses to get my weekly and monthly income/expenses under control and maximize my saving goals. This can be considered for a weekly or monthly arrangement.

Tax Return + Financial Planning

$150

Hilbert WA, Australia

4th Jun 2020

Hi, I'm looking for an experience accountant that can maximise my return on my tax return and provide advise to set me up financially including switching super and property management. Is this something you could assist with?

Planning permits

$2,000

Deer Park VIC, Australia

12th Sep 2019

Hi everyone I am looking for a town planner to do smart papers work and car dismantling and exporting permit. Please if any one interested. Call 0420951915 Thanks Ali

Financial planning case study

$200

Balwyn VIC, Australia

9th Oct 2018

rush job asap need to cover all aspects of a financial plan, fact find, with excel projections to meet the goals. separate bid scoping in on specific 2 topics will discuss more if interest but general gist of it.

Financial Services Admin and/or Paraplanning

$500

North Ryde NSW, Australia

9th Sep 2018

I have had a masssive inflow if work and need help from everything between 1-2 year admin tasks through to a heavenly angel if they exist that can assist with Para planning, if with business insurance experience and access to a buy/sell agreement would happily pay a very high salary for this support. My father passed away last week I am living with my mother to help her at this time, I have been working as a professional financial planner for 15 years thou I need someone to be comfortable to work from my home as too difficult otherwise.

Paraplanning - casual

$200

Belgrave South VIC 3160, Australia

23rd Apr 2017

I require a Paraplanner to assist me with completing Statements of advice. I am a self employed Paraplanner. This is a casual role.

Need writing business planning & advice

$100

Paralowie SA 5108, Australia

6th Dec 2016

Need someone write business plan & advice for fruit and vegetables shop

Tax accounting and business planning.

$500

Albury, New South Wales, Australia

31st Aug 2016

Need.to tidy up my last two tax returns. I use latest version of MYOB. Also need strategies for refinancing. Would prefer to meet in person, but then most work can be completed online.

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