Financial advice in Currumbin, Tugun, Elanora & surrounds

Meet Our Financial Planner

Our dedicated financial advisor Shaylan Ramnath is committed to providing financial advice to our clients. For ideal financial solutions that are tailored to suit your needs, Shaylan has the professional experience and qualifications to set you on the path to meet your financial goals. If you want to find out more please contact Mortgage Choice in Currumbin on 07 5598 7917.

Reasons to Seek Financial Advice

Financial advice is not only restricted to people who have fallen into financial strife. Anyone can seek out and benefit from financial planning, whatever your financial situation is. Some of the main reasons our customers seek out financial advice include:

Financial Security - Even if your financial situation is stable right now, it is always a great idea to have a solid financial plan in place so that you have enough finances to live comfortably for years to come. A financial advisor can help you set realistic goals to secure your financial future and set a plan in place to help you achieve them.

Meeting Savings Goals - Financial advice is invaluable if you have a specific savings goal in mind that you would like to achieve. Whether you are saving to renovate your home or to buy a new car, no matter how big or small your savings goal is, we can help you achieve it. 
Reduce Debt & Start Saving - If you are drowning in debt and you need help keeping your head above water, our financial advisors can pull you out from the void and set you on a path back to financial security. We will develop a financial plan with you that is achievable to help reduce your personal debt and boost your savings.

 

What to Expect When You Meet with Our Financial Advisor

When choosing a financial advisor, it is important that you find someone you can trust to help you develop a financial plan that is suited to your needs. It is always worthwhile to take the time you need to choose wisely and find an advisor you are comfortable with. With so many financial advisors to choose from, why should you consider Mortgage Choice in Currumbin for your financial advice?

Taking the time to understand what is needed

At our Mortgage Choice offices in Currumbin, we take the time to understand your financial situation and savings goals. Shaylan will tailor a solution to suit your needs and explain any advice he has in simple terms. Shaylan wants to work with you and make sure that the financial plan he develops is achievable.

Support to Achieve Your Goals

The journey to meet your financial goals can be a long one, which is why Mortgage Choice in Currumbin offer a range of ongoing service packages so that we can continue to support you towards meeting your savings goals. This is achieved by meeting you for formal and informal reviews where we can monitor your progress and continue to steer you in the right direction.

Transparent Pricing

Your first consultation is complimentary so there is no need to worry about how much your financial advice will cost. Our pricing is transparent and consistent and we will outline our fees at the first meeting. You can trust that we will tell you exactly what you will get for your money so that you are always informed and in control.

 

We Will Give You the Tools to Help You Save

Laying out the perfect financial plan for you involves taking the time to understand what’s needed, building a plan and developing a tailored solution. We lay the groundwork for you to achieve financial success by following the below steps. 

Set Goals – A great place to start is to set some specific goals to achieve. They can be large or small goals depending on the ultimate outcome you wish to achieve. This gives you something solid that you can work towards. 

Set a Timeframe to Achieve Your Goals – Once you have determined the goals you would like to achieve, set a timeframe for them. Specific saving goals examples include buying a car in 12 months or renovating your home in three years. 

Put a Plan in Place – We will help to determine specific actions that you need to take so that you can build your personal savings to achieve your goals. The actions you take must be concrete. For example, rather than planning to ‘save more’ you should instead plan to save $50 each week. This makes the path to reaching your goal measurable and more obtainable.

Create a Budget – Because most of your goals cost money, following a household budget is often required to meet them. There are many ways that a budget can be formed and adhered to. Firstly outlining your budget will show how much income you earn and how much you currently spend. From there we can advise where cutbacks can be made so that you can set aside money to achieve your goals.

Investment Options – Once your budget has been laid out, detailing how much you will be able to save regularly, those savings will need to go into suitable savings accounts or investments. We can offer advice on the best investment options to suit your goals and suggest investment options that match the amount of risk you are willing to take. 

Support Your Progress – We can support you and stay up to date with you on your progress towards your savings goals. As part of our ongoing service packages, we will let you know if you are heading in the right direction to meet your goals. We can fine tune and make changes to the plan, if necessary, to help you reach those goals sooner.

 

Financial Planning Solutions

Take advantage of the range of financial planning solutions at our disposal to help you reach your savings goals and secure your financial future. The tactics we provide extend far beyond simple savings techniques. You will be impressed by the advantages you receive when maintaining and adequately handling your superannuation, insurance and investments. We can review all of these areas and suggest the best direction to take to help grow your finances.

Super

Your superannuation is not just a piggy bank locked away until you are ready to retire. You have control over your money today. We can help you nominate an investment strategy that best suits your saving goals. If your goal centres on financial security for your retirement, we can ensure your super is working best for you. This may include making extra contributions or choosing a fund that suits you better.

Insurance

A secure option you should consider for the financial future of yourself and your family is investing in personal insurance such as life insurance or income protection insurance. Personal insurance cover provides a valuable financial backup option if anything were to happen to you. We can help find appropriate insurance and incorporate it into your long-term financial plan.

Investment

Are you considering investment options? It is a smart financial strategy to take that can build your wealth over time. We will help you understand each investment option and develop an investment strategy that will work in your favour. If you already have investments in place, we can help manage those assets to make sure you are getting the most out of the investments you have. We can also point you in the right direction to grow your investment portfolio even more.

 


Contact us today.


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