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Caleb Swartz

Looking for a financial planner?

Every successful person has a coach or mentor, from sports people to people in business. There’s no reason why you can’t have one too!

Our team of financial advisers works with you to help you make the most of your financial situation and achieve your goals sooner, while making sure your lifestyle is fully protected along the way.

Even if you’re financially savvy… it's a rare person who wouldn't want an expert on hand to help you get ahead and make the most of your money!

Our expert financial advisers, Malcolm Simpson and Mathew Hill, will help you make the most of your situation and feel more confident about your financial future. The best part is your first meeting is on us, so let us know what time works for you. 

At the 2019 Mortgage Choice National Conference, Malcolm Simpson, was named the Adviser of the Year.

We help you make the most of your money

At Mortgage Choice Financial Planning in Campbelltown, we work really enjoy getting to know our clients and building a relationship with them that last over many years.

We know that the best way to help you is to provide you with tailored and specific advice based on where you are at in your life. We have a diverse range of clients from young families, retirees and CEOs. All of which have a diverse range of financial advice needs and very different relationships to maintain.

Services we offer include:

  • Superannuation

    Super may be designed for retirement, but it's your money and you have complete control over it today. Our team will help you discover super strategies to make sure you're making the most of this valuable resource.

  • Cashflow coaching

    Managing your cashflow is key to a successful financial plan. You'll need money to fund your goals, as well as a road map that sets out how you can build the savings you need. Our services combine expert advice with a personal cashflow management and budgeting solution - Mortgage Choice MoneyTrack - to keep you on the right financial track.

  • Retirement planning

    We all look forward to hanging up our work boots, and a quality lifestyle in retirement is possible with a bit of forward planning. Together we'll look at strategies to make sure that you have a  nest egg lasts through your retirement.

  • Investment planning and wealth creation

    Our team will help you identify the financial goals you wish to achieve as well as understand how much risk you are comfortable with. We'll then build a portfolio of investments that are best suited to your goals.

  • Personal protection

    Nobody wants to think about insurance until they actually need it… but by then it could be too late. Our team will review your current insurance strategy and determine whether it is appropriate, or if you are in need of further cover.

Why choose Mortgage Choice Financial Planning in Campbelltown?

At Mortgage Choice Financial Planning in Campbelltown, we believe in providing personalised and quality financial advice to our clients, no matter the stage at life they are at. We go above and beyond to help our clients achieve their financial dreams. We pride ourselves on having lifelong clients. 

"Malcolm combines an in-depth knowledge of the financial sector with A-grade customer service. His advice and assistance have been, and continue to be, invaluable."

SS (Financial Planning) Sheidow Park, SA

We're here to help you

So whether you're a financial newbie or an investment expert, we can help you plan for your financial future and reach your financial goals. We'll also be here for you at every stage of your life.

To make an appointment with our Financial Planner contact us on 8165 3596.

Contact us today.

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