What is a Financial Plan?

If you don’t already have a financial plan in place, you may be wondering, 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 personalised plan might 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 life insurances, and/or making the most of your superannuation – or it might just cover one or two of the areas that are most important to you.

Your plan can also help you manage your money through major life changes like getting married, starting a family, or living life to the full in retirement.

Financial Planners can work with you to build a plan that is completely tailored to your individual needs.

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.