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The BiG DIRECTORY lists people who can help you with the day to day processes of investing (we call them ‘ancillary investment professionals’):

  • accountants
  • financial planners
  • lawyers
  • property managers
  • real estate agents
  • tradies
  • and more

Analysts and Commentators aren’t in the Directory because they mainly educate and give general, as opposed to specific, analysis and commentary.

The Gurus in the 5 BiG Books (#1Wealth, #2Business, #3Property, #4Shares, #5Yourself) will give you direct advice, mentoring or coaching (sometimes there’s overlap and they may be an analyst or commentator, or an ‘ancillary service provider’ too).

There are 3 sections in the BiG DIRECTORY:

1. Resources and Giveaways (free products or services)

2. Ancillary investment service providers

3. BiG Shop – Businesses mostly from BiGBook#5 Investing in Yourself – BiG’s or members’ personal favourites/contacts



  • Financial Blogs, Podcasts, Forums, websites … (see more in the relevant BiG investing area):

MoneySmart (ASIC) Calculators and APPs:

Budgeting & saving calculators
Money health calculators & unclaimed money search
Mortgage calculators
Loans, credit & debt calculators
Superannuation & retirement calculators
Investing calculators
Mobile finance apps


Margaret Lomas Podcasts- Destiny  They say: “is formerly the host of two weekly property investment television shows on Sky News Business Channel; ‘Your Money Your Call’ and ‘Property Success with Margaret Lomas’ which she created and produced. She is the best-selling author of Property Investment books, including titles such as ‘How to Achieve Property Success’ and ’20 Must Ask Questions® for Every Property Investor’.” The Best Finance Podcasts for Australians They claim:

The 13 personal finance podcasts you should be listening to.
Whether you’re saving for your first home, planning for retirement or just looking for a more effective way to manage your money, the right knowledge and advice is critical to financial success. One easy way to get advice and tips on how to build and manage wealth is by listening to podcasts.

There are myriad informative and free podcasts available on a huge array of personal finance topics, allowing you to listen and learn whenever and wherever you want. “

1. Money News with Ross Greenwood They claim:  “has almost 30 years of experience covering finance and business news in Australia and around the world, so he’s well placed to make sense of the latest financial news. The podcasts of his weeknight 2GB radio show are essential listening for anyone who wants to stay up to date with the latest market developments.”

2. The Property Couch They claim: “Touted as the insider’s guide to property investing, The Property Couch is hosted by Australian property experts Bryce Holdaway and Ben Kingsley. The pair deal with everything you need to know to make the right investment property decisions, from managing cash flow to how to outsmart real estate agents. Check it out if you’re getting started as a property investor.”

3. Equity Mates They claim: “is run by two friends, Bryce and Alec, who met at university. They share a common interest in investing and all the different styles available. The goal of Equity Mates is to help break down the challenging world of investing and make it easy to understand.

4. The Podcast  They claim: “What would this list be without some shameless plugging? The Money Podcast is a lighthearted money news podcast which interviews a guest each episode to talk about a topic in depth. It’s hosted by finder’s own Senior Writer Liz Barry, Home Loans Editor Adam Smith and Home Loans Publisher Marc Terrano. Previous topics include costly wedding traditions that need to die, the RBA’s effect on home loan rates, cheap travel hacks and CES 2017 and affordable tech gadgets.”

5. RealEstateTalk Kevin Turner  They claim:  “Another useful podcast for property investors, RealEstateTalk features commentary from some of Australasia’s leading property experts. Each weekly podcast runs for 30 to 45 minutes and includes news, tips and a range of special segments on anything and everything related to property. Definitely worth a listen for anyone who wants to build wealth by investing in property.”

6. Everyday Property Investing They claim: “This property and investing podcast provides entertaining and informative shows full of helpful content for property investors or those who want to get into the property market. With a focus on providing straightforward and simple information, Everyday Property Investing can offer the education you need to make smarter property investment decisions. And with more than 110 shows already in the archive, there’s plenty of listening material to keep you busy.”

7. NPR: Planet Money (USA) They claim: “Okay, so Planet Money is created for American audiences, but that certainly doesn’t mean Australians should avoid it. In fact, there’s plenty of useful information and advice that applies to consumers all across the world. The podcast deals with current international events and the financial impact they can have on consumers. Add it to your playlist and give it a try.”

8. You Need a Budget YNAB. They claim: “This weekly personal finance podcast is hosted by Jesse Macham, the creator of a very useful budgeting app that goes by the same name. Advice is offered up in easy-to-digest tidbits, helping you do things like get out of debt and start saving for a secure financial future. If you’re looking for commonsense advice that’s simple to understand, You Need a Budget is definitely worth a listen.”

9. We Study Billionaires: The Investors Podcast They claim: “Join hosts Preston Pysh and Stig Brodersen as they take a closer look at the lives of billionaires and how they got to where they are today. From Sir Richard Branson to investment guru Warren Buffett, this podcast examines the most important habits of successful investors and offers tips on how you can apply those same habits to your own life. It’s interesting listening and could change the way you think about managing your finances.”

10. Talking Wealth They claim “Hosted by the team at financial services company Wealth Within, Talking Wealth deals with all aspects of investing in the share market. Designed to suit both novice and experienced traders, the podcast combines informative educational guides with news, tips and trading strategies. The aim: helping you boost your share market profits.”

11. The Money Tree Investing Podcast They claim: “is full of great ideas and advice on how you can grow your wealth. In each weekly instalment, a podcast panel member interviews a special guest about matters related to personal finance, money, investing and building for a strong financial future. The variety of guests means all manner of interesting and diverse topics are discussed, while a panel discussion at the end of each podcast helps you gain a full understanding of the issues discussed in the interview and how they could apply to you.”

12. So Money They claim: “Hosted by award-winning financial strategist Farnoosh Torabi, So Money brings you investing strategies and stories from some of the world’s best business minds, authors and most influential people. From Tony Robbins to Arianna Huffington, hear about the financial philosophies and habits of successful individuals and learn from their stories of wins and losses.”

13. Freakonomics Radio They claim: “… is something a little less serious and a little more enjoyable than most personal finance podcasts. The Freakonomics Radio podcast is all about the lighter and weirder side of economics and how it affects everyday life. It might not sound all that exciting on paper, but trust us – it’s actually very entertaining. Host Stephen Dubner teamed up with economist Steve Levitt to co-author Freakonomics and Superfreakonomics, which are also worth a read, but have a listen to the podcast and you’ll soon figure out why it’s downloaded more than seven million times a month.”

Australian Property Market They claim: “will endeavour to bring you the latest, smart and and most up to date tips for your property  investment and real estate and home buying process.We follow the market trends  and updates  to give you the best possible strategy and  information  to help  first home buyers and investors to make the right decision.”

Flying Solo They claim“Australia’s largest online business community. Established in 2005, Flying Solo is home to a community of over 75,000 Australian solo and micro businesses, along with 30,000 more connecting across our social networks.”

Financial Planning Association of Australia their Money & Life Free subscription has lots of blogs/articles on

  • FEES
  • DEBT
  • FPA
  • TAX

Business Blueprint – Dale Beaumont 

They claim: “The Business Masters™ Podcast takes you up-close and personal with high-flying entrepreneurs who are experts in the field. By listening you’ll learn all about key areas critical to your business success.”

MacroBusinessSuperblog They claim: “Is Australia’s leading business and investment blog. Its mission is to bridge the gulf between the Australian business media and reality.”

  • E -books/reports/blueprints/newsletters/updates/subscriptions/memberships

You don’t get nothing for nothing! Every time you enter your personal details your data is collected and used in some way – Facebook, free products… Mostly your email address so you can be sent advertising and promotions.

 FREE PRODUCTS – newsletters,  webinars …

Often you’ll get something worthwhile, sometimes not! Either way, you’re sure to get a full inbox.

Be wary of giving credit card details – it’s almost impossible to cancel, or  you just forget – good luck getting a refund!

  • Books| Magazines

Fishpond They claim: “Absolutely Australia’s Lowest Prices. We won’t be beaten by anyone. Guaranteed … an online store selling books, music, movies, beauty products, toys, sporting and outdoor product, jewellery, kitchen products and homeware.

Educated Investor Financial Bookshop. “Categories: Bargain Books; Trading; Technical; Psychology; Investment; Getting Started; Ebooks, Audio Books, DVD’s; Barefoot Investor Recommended Reading; CFD’s/ Contracts for Difference; Foreign Exchange/FX; Fundamentals; Options/Warrants; Superannuation; Software; Motivational Historical; Real Estate; Business/Management; Commodities; Financial Markets Futures; Leadership; Risk Management; Sales/Marketing; Newsletters”


  • The Adviser
  • Australian Broker
  • Australian Property Investor (API) (and see The Business Mall Property Investor’s Bookshop also has genearl investing, shares, superannuation, derivatives)
    • Articles on specific regions, booming suburbs and potential hotspots
    • Profiles of successful investors
    • Case studies of specific projects:
      • Small property development projects
      • API Hot 100 – a list of the top 100 locations around the country hand-picked for their capital growth prospects
      • Retirement Strategies
      • Small Development Series
      • Young Guns
      • Roadmap to Wealth
      • The InterviewQ and A
  • Austalian Quarterly
  • Australia’s Paydirt
  • Bloomberg Business Week
  • Business Acumen
  • The Economist
  • Forbes Asia
  • Fortune Asia
  • Gold Mining Journal
  • Harvard Business Review
  • Independent Financial Adviser
  • Marketing
  • Money “magazine helps you manage your finances by cutting through the jargon. Each month you’ll receive credible, independent and easy-to-understand financial advice from Australia’s most respected financial writers including Paul Clitheroe and Ross Greenwood.”
  • Mortgage Professionals Australia
  • SMSF Adviser
  • Success Business Magazine
  • Under the Radar Report – Small Caps
  • Wealth Creator Magazine – No longer published?
  • Your Investment Property They claim: “is the intelligent property owner’s choice when it comes to learning about Australia’s property market. [it] provides you with the most complete set of property data, independent commentary and thoroughly-researched articles about all aspects of investing in property in Australia and abroad. Every issue features in-depth analyses of the market trends that affect your investment. Practical tips and advice on how to manage and finance your investments are also featured regularly to help you make the best decisions. [it] carries the most comprehensive data section of any Australian property magazine, with extensive and exclusive data about every suburb in Australia to help you decide where to put your money. You also get independent expert advice on the best investment strategies for you as well as market analysis from Australia’s most trusted and experienced property experts. Plus, every month Your Investment Property carries exclusive information about Australia’s up-and-coming property hot spots; real-life success stories of ordinary, hardworking Australians who have achieved financial independence through property; and the latest and most practical legal, tax and financial advice to help you invest safely.” Free suburb reports: Newsletter
  • Your Trading Edge

Major Street Publishing (MSP) They claim: “is an independently-owned publishing company that specialises in personal investment and business books, ebooks, newsletters and other publications.  Founded in October 2009, the aim is to educate readers to save, make, manage and invest their money. Experts are commissioned to write on all aspects of personal finance – from property and sharemarket investing to taxation, superannuation and money management, as well as other business-related topics … categories:

  • Property & Wealth Creation
  • Books for Business
  • Super & Shares
  • Media

The Australian Independent Media Network (AIMN) They claim: “is a platform for citizen journalists and bloggers to write and engage in an independent media environment.”

Mainstream media – TV/Internet/Newspapers

Personal Finance
Share market investing
Loans and credit
Managing money and tax
Super and planning

Small Business



Selling online

Customer service

Sales and marketing

Your Money Your Call – property and shares

Investing Property news; Business life; SME news; Media; Technology


As you research  investing options you’ll find loads of special offers and free information, products and services. This is a common way for a a business to capture your information, especially emails. These ebooks, blueprints, videos, CDs, DVDs, webinars, subscriptions and trials, may contain useful tips and information – even though they’re often teasers to a more substantial purchase. Throughout BiG, you’ll see free products and any special deals, saving you the hassle of filtering through a burgeoning inbox yourself!


These are people who provide ancillary services to the different types of investments, such as:

  • conveyancers
  • financial planners
  • finance providers
  • Outsourcing – IT services, virtual assistants,
  • people who source property (such as developers, and real estate agents,  buyer’s agents)
  • property and strata managers
  • quantity surveyors
  • real estate agents and buyers agents
  • stock brokers

Some may be listed in our BiGShop, but only if: 

  • BiG and our associates have used and have received great service from, or
  • have been used by our site members – with great results,  and/or
  • have paid to advertise here

You can subscribe to our Updates and recommend providers.

If you have a business you can advertise with us  – your customers are welcome to subscribe and leave testimonials.

You’ll also find ancillary service providers in these sites:

Directories/Comparison/Rating/’Find’ sites:

Many industries and regulatory bodies list their members and rate or recognise products and services using industry and client awards – see Guru Cops for these.

Following are sites that list, rate and/or compare products and services (you could also find them in Guru Cops):

  • Outsourcing

 5 Tips for Outsourcing Every Online Entrepreneur Needs

Service Seeking

6 Outsourcing Websites

  • fiverr
  • (now UpWork)
  • Accountants/Financial Planners (so many sites, but here are a few!)

Independence, fees and commissions:

Be wary when choosing a planner that you’re getting independent advice and that their fees are reasonable, based on the returns they claim. Cheapest doesn’t mean the best. Commissions are becoming less of an issue with recent changes to trailing commissions. See Financial advice costs and Financial advice and you MoneySmart (ASIC)

Understanding the difference between wholesale and retail clients under FOFA MoneyManagementt

Adviser Ratings (AR) They claim: “Australia’s first transparent and independent service to help you find, rate and review qualified financial advisers.”

Beddoes InstitueMost trusted advisers (App)

Canstar Choosing a financial adviser

Choice Your guide to finding the best finanacial planner Fixing financial advice campaign – Lyndi’s story You Tube

MoneySmart (ASIC) Choosing a financial adviser (Especially its list of companies not licensed to give financial advice)

CPAAustralia (CPA) “Find a CPA (certified practising accountant) or financial planner”

Financial Planning Association of Australia (FPA)-Directory Find a financial planner

Top10 financial planner

Yellow Brick Road – “How to pick a planner”

Boutique Financial Planners – Member List


  • Credit and Finance

Scott Pape Barefoot Investor – Steal My Wallet (ebook sign up) He claims:“I’ve spent hundreds of hours finding the best travel cards, bank accounts, super funds, and more. Now I’d like to share the contents of my wallet with you — just tell me where I should send them!”

Money Buddy: They claim“Based in Sydney, Money Buddy is an independent team of people interested in presenting personal finance information in a useful, easily-digested format. [It] covers home loans, credit cards, car loans, personal loans, bank accounts, tax, accounting, financial planning and calculators [and] features a local business directory for finding local business experts near you … we don’t endorse particular products or provide personal advice … We source our product data directly from institutions/providers and we keep this data as current as possible … [with our] search tool you can: Locate loan brokers or financial advisors in your area. Contact specific local businesses or allow us to match you with the best match. Search for local businesses specialising in home loans, car loans, personal loans, tax, accounting and financial planning.”

Mortgage and Finance Association of Australia – MFAA

  • General comparison sites

Better Bills – Health (inc, Overseas Visitors) Insurance; Electricity and Gas  providers “founded by Tim Andrew and David Ingram to provide Australian consumers with a proper ‘fair go’ at getting the best prices from the widest range of providers, all in one place.”

Canstar “are the research company behind the ‘Money Magazine’ Bank of the Year awards … [they] provide research to comparison sites such as RateCity and Government bodies such as ASIC and the Reserve Bank … [they] see consumer education as a key goal.”


Compare the Market  Compares: car, travel, health, life, home and contents insurance; roadside assistance; energy Compares: Money; Utilities, Tech, Shopping and Travel

Flying Solo micro business directory – a huge list of small businesses.

iSelect – Compares: Health, Car, and Life Insurance; Home Loans; Electricity; Gas and Broadband

Mozo They claim: “Over 300,000 Australians use our comparison tools each month to cut through the marketing noise and save themselves both time and money. Our award-winning website exists to help Australians easily compare banking, insurance and energy products to find the best deals for their needs.?”

Product review They claim: “is Australia’s first and most comprehensive consumer opinion site, online since May 2003. We provide a platform where people can rate and review services and products and the shops that sell them. It is consumer response – satisfied or not! On this site you will find real-life experiences and opinions voiced by Australians. We provide our users with the tools to easily find the items they are interested in, read what others have said about them and share their own experiences.”

Rate City

  • Insurance

MoneySmart (ASIC) Scott’s Pape’s protect your finances money challenge (Video)

Compare the market

Health: Private Health They claim: “a wealth of background material on private health insurance in Australia, a list of every registered health fund in Australia, the ability to search for health insurance policies and compare what is covered in each policy you have chosen.”

Info choice (includes stock brokers)

Funeral Cover

Beware! Many funeral insurance policies play on your fear of death and guilt! Often prepaid funerals and funeral bonds are a much better alternative. Safer and cheaper and more regulated than insurance covers – suggests the Combined Pensioners and Superannuants Association (CPSA). Their article Would you pay $140,000 for a funeral? has some great information.

Analysis and Data: The Financial Standard  and Morningstar


Guidelines from ASIC MoneySmart

How to Buy and Sell Shares

On a share exchange

There are five public share exchanges in Australia. Four of them directly supervise the companies that issue the shares that trade on their markets. The fifth exchange, Chi-X, currently only provides the infrastructure for trading shares already quoted on the ASX.

The five exchanges:

Australian Securities Exchange (ASX) – the main securities exchange in Australia

Chi-X – an exchange that trades company shares already quoted on the ASX, but does not list or supervise the companies

National Stock Exchange of Australia (NSXA) – a securities exchange that lists about 70 small to medium sized companies

SIM Venture Securities Exchange (SIM VSE) – an exchange for innovative companies involved in the clean technology, renewable energy and bio science field

Using a broker

Important considerations ASX

2 types of brokers:

  • online or phone broking service or ‘discount’ or ‘execution only’ broker – make your own investment decisions, or
  • full service broker – they provide advice and recommendations

Find a broker 

The Australian Securities Exchange (ASX) find a broker tool

Check if the broker uses dark pools or internalisation to execute trades, as this may impact on the price you pay for shares.

 Managed Funds

Choosing a managed fund MoneySmart (ASIC)

Picking a Funds Manager clearday




Choosing a Superfund MoneySmart (ASIC)

Choosing a Superfund ATO

  • Property/Real Estate

Property investment professionals:

Property Investment Professionals of Australia (PIPA)They claim:  “Our aim is to be the peak Property Investment Industry Association. Our members subscribe to a Code of Conduct which considers all consumers and commits to disclosure and a high standard of Best Practice. All of our members must work toward obtaining the Qualified Property Investment Adviser (QPIA®) qualification which will ensure that consumers can confidently deal with them, knowing that they have a minimum level of expertise and are continuing with regular professional development.”

Real estate agents:

In the BiG Shop (below) we only list real estate agents or other ancillary provides that we, or our members, have used, or who have paid for advertising (all are subject to comments and review).

We’re not a real estate agent ‘yellow pages’ as the internet already has many directories (eg in the various real estate institute member sites).

Here are some blogs and forums where investors share their experiences with agents and real estate issues in general, such as commissions:

Tips and Sites to help you find a real estate agent:

How to Find the Best Real Estate Agent Scott Pape (The Barefoot Investor)

Property Investment Professionals of Australia (PIPA) Helping and protecting consumers with property investment

Buyers agents:

Rental Properties/Landlords:

Don’t Rent Me They claim: “Review & list bad landlords, bad property managers and bad rental properties.”

 LIST 3: BiG Shop

These businesses mostly come from BiGBook#5 Investing in Yourself, BiG and members’ personal favourites and referrals.

 The Checkout TV  has great consumer info (ABC satire on consumer affairs supported by consumer watchdog Choice ) and it’s

FU Tube  lets you complain about products and post your own videos.

OzBargain They claim: is the community of on-line shoppers in Australia. This is the place where we share the best bargains in Australia and share them with each other. Our goal is simple – bringing the best deals and bargains in Australia to consumers.”

The Lady Tradies Australia They claim: “Our mission is to: Promote, Support, Connect & Encourage Women & Girls in Non Traditional roles and Trades. Our aim is to:
Provide benefits, bonuses, support and assistance to all Lady Tradies & the Community at large by:

• Creating more work for Lady Tradies and/or their employers
• Providing a network of support and encouragement
• Assisting with information on apprenticeships, employment and training
• Promoting and encouraging females in non-traditional roles and the trades in general
• Obtaining trade discounts and sponsorships for their benefit
• Providing the community an alternative to the ‘traditional male tradesperson’, by having the ability & alternative to use a Lady Tradie for the work you require instead.”

  • Share it!

  Location Expertise / Specialty

Duffield Real Estate
Contact: Ian Ford
Financial Services Partners
Contact: Rick Foster
Format Homes
Contact: Frank Formato
Herron Todd White
Houses to Impress
Contact: Charyn and Kate Youngson
Investment property group WA Find property
John Deans and Associates
Contact: John Deans
Kim McFayden
Contact: Kym McFayden
Me Bank
Contact: Peter Barry
Mortgage Choice – Glenelg
Contact: Wendy Higgins
Perks Financial Services
Contact: Brian Nimmo
SA PropertyTax
Rundle Blind Repairs
Contact: Mark Rundle
Waring Electrical
Contact: Paul Waring