Financial Planning

Our expert financial planning advice can help you make better choices with your money so you can afford to do the things in life that are important to you, now and in the future.

 

Your financial wellbeing

When building a house, you need to make sure that there are strong foundations, supporting your roof. It’s the same with your financial wellbeing – you need to make sure you have all the foundations in place to support what it is you are trying to achieve. 

We can help you work out which building blocks you need, like managing your budget, buying property, sorting out your super, or investing in shares. Watch this video to find out more. 

 

 

What is financial planning advice?

Quality financial planning advice is all about sensible money management. It can cover everything from helping you set realistic goals and developing a plan to achieve them, right through to reducing personal debt, ensuring your family’s financial wellbeing is protected with appropriate insurances or making the most of your super.

 

Who could benefit from financial planning advice?

No matter what's happening in our lives, we can all benefit from financial planning advice. You may need help with budgeting and saving, or growing a portfolio of investments. Financial planning advice can even help you manage your money through major life changes like getting married, starting a family or living life to the full in retirement.

 

Developing a plan, working with you

Our financial adviser will develop a tailored plan for your needs with a range of strategies suited to your goals and circumstances. We offer a range of ongoing service packages where we’ll continue to meet with you for formal and informal reviews to monitor your progress and finetune your plan if necessary.

 

You're in control

Our financial adviser will work with you to determine the scope of advice and formulate a financial strategy which you are both comfortable with. They will then discuss with you the costs for each area of advice related to your strategy.

Nothing will go ahead without your say so, meaning you are in complete control of the process. We are committed to making sure you are comfortable with the strategy that is being put in place and understand exactly what you get for your money.

 

Why choose Mortgage Choice Financial Planning?

We believe that every Australian has the right to home loan and financial advice they can trust and afford.

Our transparent and consistent pricing structure tells you exactly what you’ll get for your money so you are always in control. No hidden fees… no surprises!

Talk to Ian Celantano your local advisor today on (03) 9585 2000 or 0423 663 463 or email us at ian.celantano@mortgagechoice.com.au 


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