Financial planning franchise opportunities

Live local, work local. Own your own Mortgage Choice franchise or join our local team of expert advisers.


The Mortgage Choice Financial Planning model has been developed from the ground up taking into account recent changes in financial services, without having to adapt legacy systems and practices or change adviser culture. 

We have been able to apply rigorous standards across all aspects of the business, from the development of our customer proposition to the technology we have implemented; to the partners we have selected and the advisers we recruit. 

It gives you the reassurance of a fresh, exciting and proven business model.

With the opportunity to invest in a Financial Planning franchise, you have more control over how the business is managed. Not only do you have more input into the day-to-day running of the business, but you have the ability to build a tangible asset and help secure
your financial future.

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Mortgage Choice Financial Planning at a glance

A fresh approach backed by experience

Sometimes the simplest ideas are the best. That’s why our approach is based on common sense principles pitched at success - for you and for our customers.

Wide range of advice

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

A different type of model

The Financial Planning model operates as a separate franchise system sitting alongside our existing Mortgage Broker franchise system. This reflects our firm belief that advisers and brokers should remain experts in their field rather than trying to wear "two hats". It ensures our customers are provided with specialist advice, whatever their need, while experiencing the convenience of dealing with the same trusted brand.

Multiple entry points are available.

You might start out as a salaried adviser working with the franchise and stepping up to become an equity partner over time, or establish a joint venture with a Mortgage Choice broker from the outset.

An extensive and growing customer base

For many Australians, organising a home loan provides a critical first entry point to any kind of financial advice. By partnering with our established mortgage broking franchises, you have the opportunity to access Mortgage Choice customers and build rewarding, lasting relationships at a point in their lives when you can make a great difference. 

By leveraging the strong lead flow provided by the mortgage broking franchises, you can spend less time chasing new business and more time focusing on your customers and growing the financial planning business.

Proven support in building successful small businesses

Mortgage Choice has over 20 years’ experience in developing successful small businesses. Our franchising model, combined with the training and development and compliance expertise we provide, has underpinned this. 

In fact, the support we give our franchisees to build a better business is one of our core strengths. We have transferred the strengths and experience gained to Mortgage Choice Financial Planning, giving our new advisers every possible opportunity to grow a successful business of their own.

Hear from our advisers


"I believe the services and support provided by the Licensee represents great value that the cheaper models could not provide."


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Deepak Bansal - Financial Adviser
VIC

"The professional community is good. If I want to bounce something off another adviser, I just pick up the phone. You have a network you can talk to, so you’re in your own small business but not alone."


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Callie Scheffer - Financial Adviser
NSW

"One of the biggest struggles can be generating leads, but we don't have that problem. Constant leads are the major point of difference at Mortgage Choice. You can start a financial advice business from scratch, even if you don't have a client base and grow it very quickly."


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David Taylor - Financial Adviser
VIC

"I was one of the first advisers to come on board with the Mortgage Choice Financial Planning and since day one of induction, the ongoing support has been amazing. There is a real focus on helping advisers grow their referral partnerships and build their businesses."


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Tim Hayman - Financial Adviser
NSW

"I believe that in order to grow as an Adviser in a FOFA world you need significant new client facing opportunity. Partnering with Mortgage Choice gave me exactly that, at a volume I never could have imagined"


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Lachlan Semmens - Financial Adviser
SA

"I made the move to become a franchise-based adviser at Mortgage Choice because I wanted to achieve my long term career goals and build something I could be proud of. Our clients are at the heart of everything that we do and every decision we make"


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Carolyn Spampinato - Financial Adviser
NSW

Keep in touch about franchise opportunities

Stay in the know about opportunities for purchasing a financial planning franchise at Mortgage Choice.