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Personal Financial Coach/accountant

Posted by John N.

Location

Clovelly, NSW

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Due date
Thursday, 31st May 2012
Details
Need a person to meet with me once a month, or fortnightly, to check through my expenditure, revenue, etc, and provide feedback with modifications and suggestions, and correlate these to my personal time expenditure.
Best to meet in person, and also have knowledge in tools, such as MYOB, or excel, or has a good personal system themselves.
Will be good if the person can provide predictions and forecasts as well.
Financial investments (shares,forex,short trades, managed funds etc) will play a very minor role.
Will require to meet me in person for 1hr, so they should live near randwick UNSW.
Will meet in UNSW library or classroom.
Will need to be discrete and confidential.

In your bids if you can provide info about background or personal finance system to help me assign the runner, that would be great.
Thanks guys.
Offers
Jonathan L.
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James B.
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Task Activity
5 comments about this Task
Comments are now closed
John N.poster
@Teresa H , hi teresa H, are you still interested in this task can you bid?
John N.poster
$40 max, can't do more, sorry bros i'm broke. I'm sure you guys are super duper though.
Hi John, I am a CA with 6 yrs of public practice and commercial experience. I accept your 40 buck for the first meeting.
John, I have just made a bid. I will give a my background. I am a chartered accountant, currently working in planning and budgeting for a large ASX200 corp. I have had experience working in financial investments gained through working in asset management for 2 years. I am quite good in excel and have had exposure to a number of accounting software.
Hi John, I can start you off on a personal finance basis, but once you get to investments and business finances, you'll need someone else with that area experience.
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