Your local financial adviser
There’s no doubt that with anything in life, if you have a plan then your more likely to achieve your goals. That’s what our experienced Financial Adviser at Mortgage Choice Woodville is here to do – help you plan your future and achieve what you want in life.
Our advisers can work with you to make the most of your situation and feel more confident about your financial future.
At Mortgage Choice Financial Planning in Woodville, we work really enjoy getting to know our clients and building a relationship with them that last over many years.
What is financial advice?
It's estimated that around 30% of Australians seek professional financial advice. We believe real, relevant and results-driven financial advice should be accessible to all Australians, no matter what their circumstances, or stage of life.
Quality financial 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.
We know that the best way to help you is to provide you with tailored and specific advice based on where you are at in your life.
Who could benefit from financial advice?
No matter what's happening in our lives, we can all benefit from financial advice. You may need help with budgeting and saving, or growing a portfolio of investments. Financial 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.
Find an adviser you're comfortable with
Financial advice works best when you build a trusted, long term relationship with your adviser. That’s why at your first meeting with our adviser offers an opportunity to be sure it’s a good match.
Getting to know you
The key to quality financial advice is that it’s tailored to your needs. So your adviser will spend time understanding your goals, what you’d like to achieve with your money and how you feel about risk.
Developing a plan, working with you
Our financial adviser 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.
Our transparent and consistent pricing structure tells you exactly what you'll get for your money so you are always in control. We'll explain our fees in our first meeting. No hidden fees ... no surprises!
You're in control
Your 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.
We're here to help...
So whether you're a financial newbie or an investment expert, we can help you plan for your financial future and reach your financial goals. We'll also be here for you at every stage of your life.