Failing to plan is like planning to fail. What are your short term and long term financial goals?

Located in Sydney, Mortgage Choice Blacktown Financial Planning provides professional services in an easy to follow process. We focus on delivering exceptional financial advice through wealth creation and wealth protection strategies. 

 

At Mortgage Choice Blacktown Financial Planning we can help you:

PROTECT

"Providing peace of mind for the future"

Insurance is designed to help protect you and your family from financial hardship if a tragedy such as disability, injury or death were to occur.  It’s important to devise strategies to protect your family as unforeseen events do happen and insurance can protect your family’s financial future.

INVEST

"Simplified Investing"

Investments can be as complex or as simple as you like; they can range from secure fixed interest products like a term deposit to higher risk/high return domestic or international equities through a managed fund. We will work with you to determine your risk profile and ascertain which asset classes are best suited to your investing profile.

CONSOLIDATE SUPER

"You don’t have to wait until your retired to think about your Super"

Our aim at Mortgage Choice Financial Planning is to help you enjoy your retirement years. While retirement may seem light years away, there are many strategies to consider and you should think about how you will provide for your retirement sooner, rather than later.

Whether you are 25 or 55, you should take control of your super and look at strategies to boost your balance. Why not make your super work for you, instead of working to grow your super.

Using effective investment strategies, retirement could be closer than you think. We will assist you to determine:

  • When you would like to retire
  • How many years of retirement you need to provide for
  • Your objectives in retirement
  • How much super you will need to accumulate to provide for the retirement income you desire
REDUCE DEBT QUICKER

"Put your debt behind you"

The key to future financial security is budgeting and establishing a regular savings plan. Together we can analyse your current situation and identify areas for improvement. We will also look at ways we can help to reduce your debt and create a budget planner for you. This will allow you to have more control and understanding of where your money goes.

To find out more or to arrange an appointment contact us today on 0413 871 789. 


Carolyn Spampinato
Carolyn Spampinato

Servicing Edgecliff and surrounding suburbs. Meet at North Sydney office or we can come to you

Phone: 0412 288 512

  • Financial Planning
  • Insurance
  • Superannuation
  • And more
Learn more

Contact us today.


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