Financial Planner | North Brisbane, Geebung, Nundah, Brighton
Mortgage Choice Geebung believes that expert Financial Advice is important for the building of wealth and looking after your financial requirements for the future.
Our Financial Advisor, Ben King, has over 14 years of experience in the Financial Services industry and has worked with clients from all walks of life. We have full confidence in Ben being able to care for the needs of our clients.
Ben will develop a plan tailored to 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.
If you would like to discuss your situation with a professional and reliable Financial Planner, then please contact John Meade to arrange an appointment to meet with Ben.
What is a Financial Plan? | Brisbane North
- Mortgage Choice Geebung will help you create a financial strategy to make sure your nest egg lasts through until retirement, giving you the lifestyle we all desire.
Superannuation & rollover advice
- Mortgage Choice Geebung will help you discover super strategies to make sure you’re making the most of this valuable resource. Super may be designed for retirement, but it’s your money and you have complete control over it today.
- We will review your current insurance strategy and determine whether it is appropriate, or if you are in need of further cover. Nobody wants to think about insurance until they actually need it… but by then it could be too late.
Investment planning & wealth creation
- We will help you identify personal goals you wish to achieve and understand how much risk you are comfortable with. We'll then build a portfolio of investments that are best suited to your goals.