Do you have a coach for your money?
Financial coach for Melbourne's Inner West
At Mortgage Choice Williamstown, our team's focus is to give you confidence and peace of mind while fulfilling your situation's home loan criteria.
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.
Even if you're pretty financially savvy… it's a rare person who wouldn't want an expert on hand to help you get ahead and make the most of your money – all while taking care of the grunt work!
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!
Talk to Steven about:
- Personal insurance. Nobody wants to think about insurance until they actually need it… but by then it could be too late. I will review your current insurance strategy and determine whether it is appropriate, or if you are in need of further cover.
- Investment planning & wealth creation. I 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.
- Superannuation & rollover advice. Super may be designed for retirement, but it's your money and you have complete control over it today. I'll help you 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. My service combines expert advice with a personal cashflow management and budgeting solution - Mortgage Choice MoneyTrack - to keep you on the right financial track.