A sustainable licence model
Mortgage Choice Financial Planning is different. We have always operated as a fee for service advice model, combined with a hybrid risk commission structure. As a compelling alternative to big institutions, we are readily able to adapt to changing regulatory and education standards.
Without legacy issues to deal with, we have built a sustainable business model that is not reliant on grandfathered revenue, or cross-subsidisation from volume bonuses or product manufacturing.
A franchise business model built on community and support
Our professional culture focuses on the needs of business owners, with a network committed to sharing best practice. Our induction and onboarding programs are comprehensive and practical, and we back these up with regular operational training and ongoing support programs designed to help your business get to the next stage of growth faster.
Mortgage Choice Financial Planning takes compliance very seriously, with a demonstrated proactive approach to compliance, as well as monitoring and supervision support, which underpins further the strength of our brand.
A proven customer proposition
We believe in providing quality advice that helps our customers make better choices for a better life. We keep things simple with our unique and transparent price list that lets our customers see how much each service costs and understand exactly what their money is buying.
A collaborative approach to creating successful businesses.
The success of our clients isn’t our only priority, and our franchise system has always been built on the basis of shared success.
Our collaborative approach shines through in the proven tools and extensive support we offer, which help advisers to create superior experiences for our clients and our franchisees to build healthy, sustainable businesses.