Is it time to look into a financial plan?

June 30, 2017
Vanessa Grieves

If you are trying reach certain goals and milestones both financially and personally why not look into getting a financial plan. A financial plan helps you manage your money so that you can live the life you want and reach the goals you have set for yourself.


Your financial plan will be based from your own personal situation and goals and can help with a whole range of aspects tailored to what’s important to you. Some examples of what your financial plan could focus on are Setting savings goals and making a plan to achieve them, reducing any personal debt you may have, implementing protections such as life insurance, structuring your superannuation to ensure you get the most out of it or saving for major life event such as a wedding, having a child, or retiring in style.  Our financial planners here at Mortgage Choice will help you create your plan based on your goals and help you implement it by developing multiple strategies to reach your goals so you can handle whatever life throws at you. Your financial planner will meet with you periodically to see how you are going and adjust your financial plan if necessary to help you stay on track.


Here is a video that may also help explain what a financial plan can do for you -


To help you see if you are on the right track why not try our free retirement calculator -


Give Mortgage Choice at Springwood a call today to arrange an obligation free appointment with one of our financial advisors and start achieving your financial goals today, we’ll even cover the cost of your first appointment! 

Posted in: Financial planning

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