Your local Glenelg financial advisers can help you make better choices with your finances.




Looking for expert financial advice? Our experienced financial planning team based in Glenelg works with you to help achieve your goals in life and help you to make better choices with your money.

AR no: 000327518
CAR no: 000437116
Financial Services Guide


  • Office 08 8376 8168
  • Fax 08 8376 8167
  • Open Hours
  • Monday - Friday: 9:00am - 5:00pm
    After hours by appointment

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!

Our financial adviser team works with you to help you make the most of your financial situation and achieve your goals sooner, while making sure your lifestyle is fully protected along the way.

Even if you’re financially savvy… it's a rare person who wouldn't want an expert on hand to help you get ahead and make the most of your money!

Our expert financial advisers, Matthew Allan and Malcolm Simpson, will help you make the most of your situation and feel more confident about your financial future. The best part is your first meeting is on us, so let us know what time works for you. 

We help you make the most of your money

At Mortgage Choice Financial Planning in Glenelg, we work really enjoy getting to know our clients and building a relationship with them that last over many years.

We know that the best way to help you is to provide you with tailored and specific advice based on where you are at in your life. We have a diverse range of clients from young families, retirees and CEOs. All of which have a diverse range of financial advice needs and very different relationships to maintain.

Service we offer include:

Superannuation

Super may be designed for retirement, but it's your money and you have complete control over it today. Our team will help you discover super strategies to make sure you're making the most of this valuable resource.

Cashflow coaching

Managing your cashflow is key to a successful financial plan. You'll need money to fund your goals, as well as a road map that sets out how you can build the savings you need. Our services combine expert advice with a personal cashflow management and budgeting solution - Mortgage Choice MoneyTrack - to keep you on the right financial track.

Retirement planning

We all look forward to hanging up our work boots, and a quality lifestyle in retirement is possible with a bit of forward planning. Together we'll look at strategies to make sure that you have a  nest egg lasts through your retirement.

Investment planning and wealth creation

Our team will help you identify the financial goals you wish to achieve as well as understand how much risk you are comfortable with. We'll then build a portfolio of investments that are best suited to your goals.

Personal protection

Nobody wants to think about insurance until they actually need it… but by then it could be too late. Our team will review your current insurance strategy and determine whether it is appropriate, or if you are in need of further cover.

Why choose Mortgage Choice Financial Planning in Glenelg?

At Mortgage Choice Financial Planning in Glenelg, we believe in providing personalised and quality advice to our clients, no matter the stage at life they are at. We go above and beyond to help our clients achieve thier financial dreams. We pride ourselves on having lifelong clients.

We're here to help...

So whether you're a financial newbie or an investment expert, we can help you plan for your financial future and reach your financial goals. We'll also be here for you at every stage of your life.

Book an appointment today by clicking the 'Book An Appointment' button above, or contact us at 8376 8168 or at our office 3/680 Anzac Highway, Glenelg, SA, 5045.

 

Mortgage Choice Financial Planning in Glenelg

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"Malcolm listened to our concerns and was able to put together a plan for us which clearly addressed our individual needs. It was apparent from our plan and meetings with Malcolm that he is an excellent listener and that he understood our goals and objectives. Malcolm's expertise made us feel very confident. We will definitely recommend Malcolm to our friends and family."

Isaac Karschimkus - Financial Planning
Hawthorndene, SA

"Malcolm has been invaluable in completely reviewing our finances and restructuring our superannuation. He advised us on issues we weren't even aware of to gain the maximum advantage for every dollar, and is now doing the same for our other investments. Malcolm's attention to detail, depth of financial knowledge and the results we've seen so far give us complete confidence in his advice. A very genuine and approachable bloke and we shall continue to use and recommend his services for the foreseeable future."

Leigh Cohen and Belinda Spry - Financial Planning
Kurralta Park, SA

"My partner and I were dissatisfied with our previous advisers management of our financial affairs. Malcolm was recommended to me from one of his existing clients so we gave him the opportunity to review our superannuation situation and see what he recommended. Malcolm completely restructured and reorganised both our superannuation plans and we haven't looked back - our investment returns have outperformed our previous advisers beyond expectations and we've found Malcolm to be professional and pro-active in managing our funds ever since. We have complete confidence in him and he's given us peace of mind allowing us to get on with our lives and not worry about our future. We have recommended him to several of our friends as a result. "

Kevin - Financial Planning
Stanmore, NSW

"I came to see Malcolm to see how I could best protect myself and my family, prepare for my retirement, plan for my family's future and grow my wealth.

Malcolm is an excellent listener and was able to use his wealth of knowledge and experience to provide clear advice and recommendations in respect of the above.

I am very happy with the service I received and have already referred friends to Malcolm."

DP - Financial Planning
Colonel Light Gardens, SA

"Extremely satisfied, I know dealing with you Malcolm that there is going to be a positive outcome."

Mark Sires - Financial Planning
Somerton Park, SA

"Malcolm combines an in-depth knowledge of the financial sector with A-grade customer service. His advice and assistance have been, and continue to be, invaluable."

SS - Financial Planning
Sheidow Park, SA

"I fully entrust Malcolm to look after my investment and guide me through a journey to better wealth."

J Dodson - Financial Planning
Bellevue Heights, SA

"Malcolm was proactive and responsive during the past year to ensure my goals were on track."

MO - Financial Planning
West Beach, SA

Handy tools to help manage your money


Savings made easy

Estimate how much you are spending every year on the little items, and how much you could save by finding alternatives!


Save more money


Retirement income calculator

Use our free calculator powered by Investfit(TM) to see what income you could expect in your retirement.


Retirement calculator


Choose your own path

How well are you covered - insurance wise - should something unexpected happen to you? Use this tool to find out.


Choose your own path


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