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Mariana Bakic

Financial Planning Adviser in Parramatta & Ermington

Need Financial Planning Advice? Speak to your local Financial Planner in the Parramatta area today.

Our focus is on delivering exceptional financial advice through wealth creation and wealth protection strategies. We all like the idea of growing and protecting our wealth, although many people do not have the expertise and knowledge to do so.

Our Financial Advisers work with you to make the most of your situation and feel more confident about your financial future by creating you a tailored a Financial Plan.

What is a Financial Plan? | Mortgage Brokers Parramatta

Are you planning to retire in the next 10-15 years? Giving your savings a retirement reality check at least annually will let you know if you’re on track to fund the sort of retirement you hope to lead. It’s easier to fine-tune a savings plan at an early stage rather than waiting until you’re about to retire to take action.

Together we'll look at strategies to make sure you have the right financial plan in place to ensure you have enough savings to fund your retirement. To learn more about how we can help you achieve your financial goals for retirement, take a minute and watch our short video below. 

How to achieve your financial goals for retirement

Our Financial Advisers can help you with 
  • Personal insurance
  • Investment planning & wealth creation
  • Superannuation advice
  • Retirement planning
  • Cashflow coaching

Ready to talk? Call our team from Mortgage Choice Parramatta today on (02) 9683 7525.

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