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Best rated Planning experts

Senney W

West Melbourne VIC

(6)

Latest Review

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

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Brett N

Mooroolbark VIC

(6)

Latest Review

"Brett is very knowledgeable and friendly, looking forward to working with him in near future."

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Barrington S

Neutral Bay NSW

(62)

Latest Review

"Bas was great from the get go, really responsible and flexible. His knowledge and patience made the task feel like a breeze. I would definitely recomm..."

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Josh K

Woollahra NSW

(76)

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"Happy with the final Contract Josh drafted and extra advice provided. "

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Paige G

Lysterfield VIC

(28)

Latest Review

"Good work done "

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John D

Ashfield NSW

(642)

Latest Review

"Professional and prompt."

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Blaise T

Dulwich Hill NSW

(4)

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

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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

$30 - $117

low

$30

median

$50

high

$117

Average reviews for Planning Services

based on 5 reviews

5

5
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0
0
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Recent Planning tasks

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

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.

Tax consultation and financial planning consult

$15

Waverton NSW, Australia

9th Nov 2018

I need someone with broad experience in tax and financial planning to have an initial chat with

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 Kaplan Notes

$10

Sydney NSW, Australia

30th Aug 2018

I would like to give away my notes from Kaplan Australia for RG-146 (Financial Planning). Please come and up pick up if interested.

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.

Town planning consultant for commercial business

$1,500

Oakleigh, Victoria, Australia

20th Mar 2017

need to find an experienced town planner consultant to lodge an application to council for a 24hr gym planning application permit

Mortgage Broker and Financial Planning Assistance

$5

Heidelberg VIC, Australia

30th Aug 2019

Free initial consultation for assistance with Mortgage Broker and Financial Planning. Please contact Johnny

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 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.

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 ..

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

Aventri & events planning

$150

Williamstown VIC, Australia

20th Sep 2019

Hello, I am looking for an experienced event planner that can help give me a master class in all things events. A big plus would be anyone who has experience in Aventri. Nothing intensive just a quick overview and chance to pick your brain to assist my knowledge

Take detailed notes at NDIS Planning Meeting

$100

Perth Joondalup, Western Australia, Australia

4th Jun 2019

Meeting attendance 12.45pm – 2.30pm Friday 7th June 2019 at the National Disability Insurance Agency Joondalup 1 / 162 Grand Boulevard (Upstairs via the lift - Corner Boas Avenue). Required to wear professional attire - i.e. suit or similar as this is a formal meeting. Take detailed handwritten paragraph-numbered notes of the planning conversation during the meeting and sign as to the accuracy of your notes with respect to the conversation at the end of the meeting as well as hand the notes to me to be kept by me. Suitable for someone with neat handwriting and good spoken and written English. Good job for a business or law student or similar. Please do not participate in the meeting aside from taking notes. Although the meeting content is not particularly confidential or sensitive, please do not disclose the content to any third parties.

Financial management and retirement planning

$100

Armadale, VIC

19th Nov 2018

Need to do a financial audit and report of income and out goings and best structure income and debt repayment and set up effective tax minimisation strategy.

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

Need writing business planning & advice

$100

Paralowie SA 5108, Australia

10th Jul 2017

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

Planning meeting

$50

Melbourne, VIC

19th Apr 2017

Meeting to plan requirements for technical workshop

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