Protecting & building your finances | Richmond & Kew

Financial planning is about protecting what you have now and building wealth for a healthier financial future. The Financial Planning team in Richmond are passionate about helping you live an abundant life & can help you map out a way to get there.

Building wealth for a more abundant future

Financial planning means building a financial plan for an abundant life. If you want to live well in the future, let's create a plan to help you get there. We'll sit down with you to set some goals before building some steps to help you get there.

Protecting you, your family & your finances

When it comes to planning your financial future, it's important to make sure that what you have now is protected, including your ability to earn an income & make repayments on your home loan. 

Our financial planning team will talk to you through what insurance will fit you best and ensure you're not paying for insurance you don't need.

Our team are experts

Our financial planning team at Mortgage Choice in Richmond & Kew are experts in financial planning and have extensive experience in building simple & effective financial plans. 

We can help you:

  • Building a financial plan going forward
  • Creating wealth for the future
  • Mapping out your financial goals
  • Budgeting & saving
  • Preparing for retirement
  • Insurances
  • And more!

We offer your first appointment for free

We love the difference financial planning can make to people's lives. We offer the first appointment with our financial planning team in Richmond & Kew free of charge, so you can get an idea of how we can help.

Book your free first appointment with our financial planning team by calling us on 0455 621 555 or click on the Contact Us button at the top of the page.

Michelle Liddle
Michelle Liddle

Servicing Melbourne CBD and surrounding areas. Meet at our office or we can come to you.

Phone: 0416 098 671

  • Cashflow management
  • Financial advice
  • Financial Planning
  • Investment portfolios
  • Personal insurance
  • Property investment
  • Retirement
  • Self managed super funds
  • Superannuation
Learn more

Contact us today.

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