0423 941 895
Financial planning is about setting short and long term goals, and creating a plan to help you get there. It makes sense for everyone to have a financial plan and that's where we can help.
Whether you earn $50,000 or $500,000, financial planning helps your money work harder for you. Because it's not how much you have that's important, it's what you do with it that counts.
In an ever increasingly complex financial world, our financial adviser Adam Gotsalks can provide you with the answers to important financial questions including: -
Could I survive financially if I'm sick or injured?
Is the insurance cover in my superannuation appropriate?
Am I making the most of my superannuation?
How can I grow my money?
Do I need a plan to start investing?
Am I going to have enough income when I retire?
Based at Mortgage Choice in Greensborough, Adam can help answer the above types of questions and provide you with personalised advice that helps you realise your financial possibilities.
What is a financial plan?
The first appointment is free
We believe in the benefits of financial planning so much that we cover the cost of your first appointment with our financial adviser Adam.
Adam will meet with you to chat through your goals whether it be saving for property, building wealth, living well in retirement or making sure you're covered if things go wrong. He will then customise a plan to help you reach your goals.
Any fees and costs will be explained upfront so you can make an informed decision before committing to anything.
To speak with Adam and find out more our financial planning service, call him today on 03 9432 6070 or contact us at the bottom of this page.