Financial Planning | Rosanna, Ivanhoe & surrounds

Your finances are important and have a big affect on your life, both now and in the future. Our financial planning team at Mortgage Choice in Rosanna & Ivanhoe can help you put together a plan to build a healthy financial future.

What are your financial goals? For many, the answer to that question would be to live well throughout their lives, whether that be sending their kids to private school or travelling the world in retirement.

We help you achieve your financial goals

In the same way you achieve any goal, achieving your financial goals starts with building a plan to help you get there! Our financial planning team in Rosanna & Ivanhoe will sit down with you to map out your goals and a clear plan to achieve them, whatever they may be.

We're so passionate about financial planning and the benefits it has for our clients, that we offer you the first appointment with our financial planner free of charge.

What is a financial plan?

Our financial adviser, David

Our financial adviser David has worked with lots of different types of people at all life stages, from individuals & families to companies.

He has experience in all areas of advice from personal financial strategies to retirement planning, and specialises in personal / family protection and insurance, superannuation consolidsation advice & PBI salary packaging strategies.

"There's not many jobs out there in which you get to sit down with a client and map out the financial goals they want to achieve throughout their life - and then put together a plan to help them hit those goals. It's a pretty amazing feeling watching a client become less reliant on their paycheck, or live out their dreams in retirement."

A free first appointment with our adviser

We're so passionate about financial planning and it's benefits, we give you a complimentary first appointment with our financial adviser. 

Call us today to book your free first appointment with our financial adviser on 0419 587 863 or click the Contact us button at the top of the page.

David Taylor
David Taylor

Servicing Melbourne Metro, with offices in Canterbury, Wantirna, Elsternwick and Rosanna

Phone: 0403 189 798

  • Cashflow management
  • Insurance
  • Investment portfolios
  • Superannuation
Learn more

Contact us today.

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