At Mortgage Choice, our advisers can work with you to help realise your financial possibilities and achieve your goals sooner while making sure your lifestyle is fully protected along the way.
Even if you’re pretty financially savvy… it's a rare person who wouldn't want an expert on hand to help you make better choices with your money – all while taking care of the grunt work!
Our advisers are experts
Our advisers are passionate, qualified professionals. We apply stringent recruitment standards, and all of our financial advisers are required to hold a Diploma of Financial Services (Financial Planning), as a minimum, and have solid financial planning experience.
We continually assess the quality of the advice they deliver against our best practice checklist. Whether you are just starting out on your financial planning journey, or require advice on a complex portfolio, we can offer solutions tailored to your personal circumstances that will help you achieve your financial goals.
Your adviser can stay on top of any lifestyle or goal changes and evaluate opportunities for new strategies and investment options, with the objective of providing you with the right advice, at the right time, so you can have more of the things you want today and in the future.
Things we can help you with
Our Australian Financial Services Licence authorises us to provide financial advice and deal in financial products. We provide an extensive range of financial planning services which include:
- Personal Insurance advice
- Investment Planning advice
- Superannuation and Rollover advice
- Wealth Creation
- Retirement Planning
- Portfolio Review services
The financial services we provide relate to the following financial products:
- Deposit Products
- Debentures, Stocks and Bonds
- Life Insurance – Risk
- Life Insurance – Investment
- Managed Investment Schemes including Investor
- Directed Portfolio Services (IDPS)
- Retirement Savings Accounts
- Securities (Shares & Managed Funds)
- Standard Margin Lending