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Charlotte Gray

Looking into financial planning?

There’s no doubt that with anything in life, if you have a plan then your more likely to achieve your goals. That’s what our experienced Financial Planning team Mortgage Choice is here to do – help you plan your future and achieve what you want in life.

Our adviser, Lachlan Semmens can work with you to make the most of your situation and feel more confident about your financial future.

What is financial advice?

It's estimated that around 30% of Australians seek professional financial advice. We believe real, relevant and results-driven financial advice should be accessible to all Australians, no matter what their circumstances or stage of life.

Quality financial advice is all about sensible money management. It can cover everything from helping you set realistic goals and developing a plan to achieve them, right through to reducing personal debt, ensuring your family’s financial wellbeing is protected with appropriate insurances, or making the most of your super.

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.

What services do we offer? 

  • Personal insurance advice

  • Investment planning advice

  • Superannuation and rollover advice

  • Wealth creation

  • Retirement planning

  • Portfolio review services

We can provide advice and assist with the following financial products:

  • Deposit products

  • Debentures, Stocks and Bonds

  • Life insurance – risk

  • Life insurance – investment

  • Managed investments

  • Retirement savings accounts

  • Securities (shares and managed funds)

  • Superannuation

  • Self-managed super funds

We're here to help...

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.

Contact our financial planning team today on 8178 0700.


Contact us