Financial Planning for our Clients

Callie Scheffer - Our Financial Advisor

Planning for the future, or just to get things in order today, Callie is authorised by Mortgage Choice Financial Planning (MCFP) to help you with the following financial services:

  • Personal insurance advice
  • Investment planning advice
  • Superannuation and rollover advice
  • Wealth creation
  • Retirement planning
  • Portfolio review services

He can also provide advice on and deal in the following financial products:

  • Deposit Products
  • Debentures, Stocks & Bonds
  • Life Insurance – Risk • Life Insurance – Investment
  • Managed Investments
  • Retirement Savings Accounts
  • Securities (Shares & Managed Funds)
  • Superannuation

Contact us today.

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