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Jonathan Lee

Do you have a coach for your money?

Safeguard your future 

Every successful person has a coach or mentor, from sports people to people in business. There's no reason why you can't have one too! 

Whether if you're just starting out or financially savvy, a financial planner can get you ahead and make the most of your money — all while taking care of the grunt work. 

Let our financial planner at Mortgage Choice Williamstown Steven Wong work with you to realise your financial goals sooner while making sure your lifestyle is fully protected along the way.

How Steven can help you

  • Personal insurance - Nobody wants to think about insurance until they actually need it, but by then it could be too late. Review your current insurance strategy with Steven and determine whether it is appropriate, or if you are in need of further cover.

  • Investment planning & wealth creation - Leverage our expert advice to build a portfolio of investments best suited to your personal goals, balanced against the level of risk you are comfortable with.

  • Superannuation & rollover advice - Super may be designed for retirement, but it's your money and you have complete control over it today. Discover super strategies to make sure you're making the most of this valuable resource.

  • Retirement planning - We all look forward to hanging up our work boots, and a quality lifestyle in retirement is possible with a bit of forward planning. Together we'll look at strategies to make sure your nest egg lasts through retirement.

  • Cashflow coaching - Managing your cashflow is key to a successful financial plan. You'll need money to fund your goals, as well as a road map that sets out how you can build the savings you need. Steven's service combines expert advice with a personal cashflow management and budgeting solution - Mortgage Choice MoneyTrack - to keep you on the right financial track.

Your first appointment with our adviser is free

At Mortgage Choice Williamstown it is our team's focus to give you confidence and peace of mind while fulfilling your situation's home loan criteria.

That's why we offer your first appointment with our financial adviser in Williamstown at no cost. Contact Steven today and discover the strategies to help you build wealth now and for the future.

Contact us today.

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