50 Planning experts Near You

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Best rated Planning experts

Blaise T

Dulwich Hill NSW

(4)

Latest Review

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

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John D

Ashfield NSW

(967)

Latest Review

"Perfect customer service "

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Josh K

Woollahra NSW

(110)

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"Josh is very professional and put all the effort and skills needed to complete the job . Looking forward to continue working with him in the future "

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Paige G

Lysterfield VIC

(24)

Latest Review

"Good work done "

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Michael S

St Ives NSW

(31)

Latest Review

"Michael is amazing !!! exceeded our expectations in so many ways. Highly recommend him."

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Senney W

West Melbourne VIC

(24)

Latest Review

"Really great to chat regarding stock exchange knowledge. Thanks senny!"

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

Recent Planning reviews

"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

"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

"pleasure to deal with. quality work."

Write up notes from planning session

$40

"Michael is amazing !!! exceeded our expectations in so many ways. Highly recommend him."

Sustainable Startup Financial forecasting/planning

$380

"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

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

Workshop planning & PowerPoint presentation

$85

What's the average cost of a Planning expert

$48 - $125

low

$48

median

$85

high

$125

Average reviews for Planning Services

based on 7 reviews

5

7
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  • Get it done now. Pay later.
  • Repay in 4 fortnightly instalments
  • No interest
  • Available on payments up to $1,500

7

Tasks successfully complete

1

Avg. quotes per task

8

hrs

Avg. time to receive offer

Recent Planning tasks

Sustainable Startup Financial forecasting/planning

$380

Fadden ACT, Australia

27th Apr 2021

Hello, we have a start-up business and require expert advice on our financial forecast (for potential investor funding). We already have a comprehensive excel, but it does not include all the possible income streams or variances. Other figures required include annual revenue run rate, monthly burn rate, financial annotation, revenue driver. Nutshell, we need someone to help us feel confident in our forecast. Ideally someone we can meet this week and completed by May 5th 2021. Thank you kindly Josie

Michael is amazing !!! exceeded our expectations in so many ways. Highly recommend him.

Finanical Planning assistant

$150

Balmoral QLD 4171, Australia

25th Nov 2020

Finanical Planning assistant qualified for assistance to financial planner on Friday

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.

Financial Planning administration

$840

Campbelltown NSW, Australia

11th Apr 2021

Implementation of Statement of Advice documents including: Insurance quotes and comparisons Processing of insurance and superannuation applications. Communication with Insurance and Superannuation providers. Preparation of customer review documents. Setting up the board room Calling and emailing customers to book and confirm meetings

VA to help with biz and event planning.

$100

St Peters, South Australia, Australia

4th Nov 2020

I’m looking for assistance in my business to help with tasks related to an event I’m holding in 4 weeks. I need an assistant for a few hours a week start immediately. Also would like to meet up once a week and give you daily tasks to complete like; Customer record keeping, event planning tasks, create and update word and excel documents, Be open to being a Covid Marshall on event day if needed. You must be A quick thinker. Effective decision maker. Self motivated Honest Hard working Proactive Live in Adelaide My quote includes Airtasker Fee thanks

Chloe is polite, well presented and happy to assist. She would be great in customer facing roles and I appreciated her help with this task. Thanks so much Allison

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

Town planning strategy advice

$5

Hoppers Crossing VIC 3029, Australia

17th May 2021

I have a few zoning acreage and require advice for best strategy for usage of land. Different classifications require different permits etc looking for use that will allow accomodation onsite as air bnb, and later change use or classification to provide more sites. Thinking argitourism business farmstay, with ppl stay as volunteers/paying customers/ upto 3 m stays/work onsite doing maintained for lodgings.etc. also as a try b4 you buy option. Also option to include a caretakers accomodation at some point.... Possibility of further work to implement this and other projects in near future for the right person. Must be a Creative problem solver with ability to think outside the box to get projects across the deadline. Ideally a phone call required to answer any questions and provide other information.

I need financial planning

$30

Wadalba NSW 2259, Australia

1st Jan 2021

Organising managing money to save

Dropbox help to load files nsw planning portal

$35

Richmond NSW, Australia

15th Sep 2020

Assist with loading files into NSW planning portal via dropbox

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 ..