What is financial advice?
It's estimated that around 30%1 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.
1IBISWorld Industry Report K7515
What is financial advice?
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.
Who could benefit from financial advice?
No matter what's happening in our lives, we can all benefit from financial advice. You may need help with budgeting and saving, or growing a portfolio of investments. Financial advice can even help you manage your money through major life changes like getting married, starting a family or living life to the full in retirement.
Find an adviser you're comfortable with
Financial advice works best when you build a trusted, long term relationship with your adviser. That’s why your first meeting with your adviser offers an opportunity to be sure it’s a good match.
Developing a plan, working with you
Your financial adviser will develop a plan tailored to your needs with a range of strategies suited to your goals and circumstances. We offer a range of ongoing service packages where we’ll continue to meet with you for formal and informal reviews to monitor your progress and finetune your plan if necessary.
Our transparent and consistent pricing structure tells you exactly what you'll get for your money so you are always in control. We'll explain our fees in our first meeting. No hidden fees ... no surprises!
You're in control
Your adviser will work with you to determine the scope of advice and formulate a financial strategy which you are both comfortable with. They will then discuss with you the costs for each area of advice related to your strategy.
Nothing will go ahead without your say so, meaning you are in complete control of the process. We are committed to making sure you are comfortable with the strategy that is being put in place and understand exactly what you get for your money.
Your local Mortgage Choice adviser
Find me a...
We can have a nearby expert come out to you, or contact you via email or phone.
Simply call us on 13 77 62 - we're here to help.
Why choose Mortgage Choice Financial Planning?
We believe that every Australian has the right to home loan and financial advice they can trust and afford.
Our transparent and consistent pricing structure tells you exactly what you’ll get for your money so you are always in control. No hidden fees… no surprises!
How does a financial adviser get paid?
Whether you have a single need or want a full financial plan, we'll help you work out the advice you need now – and we'll be there to help as your goals change in the future.
It's relevant for everyone, no matter what's going on in your life or how much money you have.
Top tips for your life stage
Great advice is fantastic but only if it’s actually implemented – and then regularly reviewed so you can tick off those goals as you achieve them.
Not only will we keep you on track to achieve your goals, we’ll help protect what you’re building along the way.
What does a financial adviser do?