Strategic financial planning | Geelong, Surf Coast & Bellarine

Not having a plan for your finances is like setting out on a road trip without a map. A good clear financial plan can give you direction for your finances, and get your money working for you.

You might be raising a family, just starting out in your carerer, or working towards hanging up your work boots. At any stage, strategic financial advice will set you on the right path with your finances.

Mary Flavelle is part of the Mortgage Choice team, and is a passionate and experienced financial adviser. She loves to help people find their way in what can sometimes be a confusing financial world. 

Mary can help you with:

A strategic financial plan

Retirement income planning & creation

Investment strategy

Life & General insurance

Superannuation planning

Debt management

Personal financial goals

and more!

What is a financial plan?

Building it around you & your life

Financial planning & advice is unique to each person - that's because everyone has different lives, priorities & goals! Mary will sit with you to understand what you would like to achieve, and then put together some steps to help you reach it. 

Get started with your complimentary first appointment with Mary

Mary & Michael from Mortgage Choice are ready to get started on your roadmap to your financial future! We even offer a complimentary first financial planning appointment with Mary, so you can see more about how she can help. 

Book your complimentary first financial planning appointment with Mary today by calling 0447 528 116 or clicking on the Contact Us button.