Building your financial future with Financial Planning
A great financial plan involves setting your financial goals and building a simple plan to help you get there. Many financial advisers make it more complicated. But our financial planning team at Mortgage Choice make your financial plan simply about you and where you want to go.
What is a financial plan?
A financial plan helps you manage & strategise your money, so you're covered now and in the future.
Your plan can cover everything from working out realistic saving targets and how to achieve them, creating wealth for the future, reducing personal debt, figuring out what insurances you need or making the most of your super.
It can also be a plan to help you manage and set up your money properly through some major life changes like getting married, having children, owning your own business & retiring from work.
Just like every person is different, every financial plan is different! They are tailored to each individual person.
Your financial plan might include:
- Structure for your finances, and easy ways to stay in control
- Insurances to cover you & your family
- Plans on creating wealth through investing in property or the shares
- Strategic ways to start building your retirement income
- Purchases through a self managed super fund
- and more!
How we can help
We've seen firsthand the difference a simple yet effective financial plan can have. Just having a focus & outline of the steps required can change someone's life financially for the better & help them make better choices.
Your personal financial adviser will sit with you to discuss you goals for your finances, and then meet regularly with you to review your plan, helping you every step of the way.
Whether you would love to have an investment portfolio, or even just put the kids through private school, your personal Mortgage Choice Financial Adviser will help you put together a financial plan to get you there.
We will help you:
- Outline your financial goals
- Assess your current financial situation
- Help you get more in control of your finances
- Advise on the best investment mix to build wealth
- Review your finances regularly with us
The first appointment is on us!
We believe in the difference financial planning can make so much, that we offer a complimentary first appointment with our financial adviser - David - so you can go through how financial planning can help you.
Book your complimentary first appointment with David today on 0403 189 798 or click on the Contact Us button at the top of the page.