Financial Planning & Advice

Your loan is both a significant financial commitment and a strong financial foundation. We’ll cover the cost of your first appointment with our financial adviser to help you manage your money through this major change, work out a plan for the future, and help protect what you’re building along the way.

Our Financial Advisers can help you to evaluate opportunities for new strategies and investment options in line with your goals and your lifestyle.

We understand that life doesn’t stay still, that circumstances change and no two investors are alike. Our Financial Adviser can recommend a plan that suits you to support you through life’s changes, whether it is for: 

  • Personal Insurance advice (includes Income Protection Insurance, Life Insurance, Critical Illness Insurance, Total & Permanent Disability Insurance) 
  • Investment Planning advice
  • Superannuation and Rollover advice
  • Wealth Creation
  • Retirement Planning
  • Portfolio Review services

At Mortgage Choice in Coolum Beach, we want to help you take care of your finances so you can relax and enjoy the things in life that matter most to you.

To learn more, watch our Money Chat video answering commonly asked financial planning questions and visit our Partners page to meet our Financial Adviser.

Please call our office on 07 5473 9077 for more information and to make an appointment.


Contact us today.


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