What is a Financial Plan?

What is a financial plan? A financial plan helps you manage your money so you can have more freedom to live the kind of life you want, now, and in the future. 

Your plan can cover everything from setting realistic savings targets and working out how to achieve them, right through to reducing personal debt, ensuring your family’s financial wellbeing is protected with appropriate insurances, or making the most of your Super. It can also be a plan to help you manage your money through major life changes like getting married, starting a family or living life to the full in retirement. 

That may sound a little overwhelming, but you don’t need to build your plan on your own. 

So, talk to us today about how one of our financial advisers can help you plan for the life you want to live.

Have more questions?

One of our expert mortgage brokers or financial advisers will call you and help you get in control of your finances.

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Mortgage Choice Limited ACN 009 161 979. Australian Credit Licence 382869. Mortgage Choice Financial Planning Pty Limited ACN 158 645 624. AFSL 422854.

The information provided on this website is for general education purposes only and does not constitute specialist advice. This website has been prepared without taking into account your objectives, financial situation or needs. Because of this, you should consider the appropriateness of the advice to your situation, before taking any action.  It should not be relied upon for the purposes of entering into any legal or financial commitments. Specific investment advice should be obtained from a suitably qualified professional before adopting any investment strategy.  If any financial product has been mentioned, you should obtain and read a copy of the relevant Product Disclosure Statement and consider the information contained within that Statement with regard to your personal circumstances, before making any decision about whether to acquire the product. 

The information in this website refers only to loans or products provided by our panel of lenders or product providers with whom Mortgage Choice Limited and Mortgage Choice Financial Planning Pty Limited have an arrangement under which they receive commissions and other payments. Not all brokers sell the products of all lenders and not all advisers will recommend the products of all providers.