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Investment advice

Great advice can be a top investment when it comes to building a portfolio of assets tailored to your needs.


When it comes to building financial security, few things are more effective than growing your assets. Whilst you will always need to manage your cash to cover your living expenses, as well as provide for options such as holidays and entertainment expenses, you may want to divert some of your money into assets like shares or an investment property. Building up these kinds of ‘growth’ assets can help you achieve your personal goals of growing your wealth so you can enjoy a better lifestyle today – and in future.

The idea of ‘investing’ might sound like something only wealthy people do – in reality most people can start building up their assets with the right advice.

The first step of the process is to start by discussing your needs and goals with your Mortgage Choice financial adviser.

A wealth of assets to choose from

There are so many investment products available to choose from and your Mortgage Choice financial adviser will be able to recommend what is appropriate, based on your goals and your chosen level of exposure to risk. Mortgage Choice Financial Planning has an approved list of investment products for advisers to recommend, which has been developed in conjunction with advice from an external investment research provider and which is then regularly reviewed by the Mortgage Choice investment committee.

As you can see already- investing involves so much more than just maximising returns.

Discover how we can help with:

Many Australians hold investments but have you ever stopped to wonder if your portfolio is really working in your favour? Professional advice takes the guesswork out of investing.


Get started with investing

Many Australians hold investments but have you ever stopped to wonder if your portfolio is really working in your favour? Professional advice takes the guesswork out of investing.

This quick video gives you some insights into getting started with investing.

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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