Home Find a local expert
Phil Wheatley

Planning for your financial future | Mortgage Choice in Menai

Financial planning isn't just for those earning $500,000 a year. It's for anyone with goals for their finances and dreams for the future. Want to retire early? Build an investment portfolio? Financial planning can help get you there.

What is a financial plan?

A good financial plan gives you a clear vision of your current financial situation and maps out clear strategies for achieving your financial goals. We know that if you fail to plan, you plan to fail, and financial planning is just that; planning for your financial future. 

Our financial planning team in Menai and Sutherland is passionate about seeing your goals come to fruition. Goals of retiring early, buying your third investment property or simply taking control of your debts. We'll sit down with you to go through your current finances (your income, debts, expenses and more) to understand how we can get your money working harder for you.

What can our financial planning team help with?

Our financial planning team at Mortgage Choice in Menai can help you with a range of financial services including:

  • Building a financial plan
  • Checking your insurances
  • Reviewing your superannuation
  • Taking control of your debt
  • Budgeting and saving
  • Transitioning to retirement
  • and more!

Meet Adam, our superstar financial adviser

"A home loan is only part of a client's financial situation, which is why I look at the whole financial situation. In order to reach your future financial goals, you need the right structure in place now."

The first appointment with our financial adviser is on us!

Adam and our team are keen to help you with your finances, in any way you require. And your first financial planning appointment with the team is at no cost to you. We'll go through the ways we can help you in your current financial situation.

Ready to get started?

Find out for yourself why our customers are so happy. We'll make planning for your financial future easy. Call us today on 02 9541 1477 or call Phil directly on 0431 415 311.

Servicing suburbs Alfords Point, Bangor, Barden Ridge, Bonnet Bay, Como, Engadine, Grays Point, Heathcote, Illawong, Jannali, Kangaroo Point, Kareela, Kirrawee, Loftus, Lucas Heights, Menai, Oyster Bay, Sutherland, Sylvania, Sylvania Waters, Waterfall, Woronora, Woronora Heights, Yarrawarrah.

Contact us today.

Additional Comments? * :