Planning your finances | Werribee & Point Cook


The team at Mortgage Choice Werribee & Point Cook are passionate about Financial Planning. Why? Because we know that having a plan for your finances is the best way to reach your financial goals.

Most people have goals and know where they'd like to be with their money - but not many have a plan to help them get there. Don't go it alone - let us help you. 

The first question: what are your financial goals?

One of the first stages of building a financial plan for your future is figuring out what your financial goals are. Do you want to travel more? Retire early? Buy an investment property? Send the kids to private school? Build a healthy income for retirement? 

Whatever your goals are, the financial planning team at Mortgage Choice Werribee can help! We love helping our clients identify their goals and building a steps to help them get there.

Not sure how much you'll need? Check out retirement income calculator here.

Making sure you're protected

One of the other important aspects of financial planning is making sure that what you have now is protected. Our team can help you make sure you have the right insurance in place - insurance that fits your needs - and check that you're not paying for insurance you don't need. 

Your first financial planning appointment is free

Because we believe so much in the benefits of financial planning, we cover the cost of the first appointment with our financial adviser - Matthew. You can spend this appointment going through what your financial goals are, and how a simple financial plan could benefit you. 

Book your free appointment with Mortgage Choice Werribee by calling 9749 8800 or click on the Contact Us button at the top of the page.

Meet our financial adviser - Matthew

Contact us today.

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