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What does a financial adviser do?

Every successful person has a coach or mentor, from sports people to people in business. There’s no reason why you can’t have one too. That's essentially what a financial adviser is - a coach for your money.


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
  • Superannuation

The financial planning advice process

1
Discovery

We'll meet with you to really understand your current financial position, as well as help you identify your financial and lifestyle goals. Together we'll determine the areas where you may need our help... and your first meeting is on us!

2
Research

If you choose to go ahead with the advice, we'll do all the necessary research and develop your personalised financial plan.

3
Approval to proceed

We'll meet with you to present your plan and discuss our recommendations. You will get a Statement of Advice confirming the recommendations in writing.

4
Implementation

Once you are comfortable with your plan, we'll put it into action.

5
Review and update

Ongoing advice is also available, where we will continue to adjust your strategy to meet any changes in your circumstances. We'll meet with you at least annually to keep you on track to achieving your goals.

Talk to your local financial adviser today

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