WELCOME TO CHOICE FINANCIAL ADVICE
With the vast array of financial products, services, and information, knowing which approach is appropriate for you can be a difficult task.
At Choice Financial Advice we will work with you to gain an understanding of your personal circumstances, your financial commitments and lifestyle expectations, and provide tailored advice to help you:
Invest for future goals (e.g. children’s education or your own business)
Make the most of your superannuation
Help secure your family’s financial future with affordable insurance options
Take advantage of economic and legislative changes to reduce the tax you pay
Maximise your income in retirement
Make the most of redundancies, inheritances, and insurance payouts
Review your existing insurance cover
Identify your life, disability, and trauma insurance needs
Insure your income to provide cover if you suffer an illness or accident that prevents you from working
Help protect your business with Business Expenses insurance
“At Choice Financial Advice we want to provide you with a choice of Investments, Insurance and Strategies to build and protect your lifestyle”.
ABOUT US
We are dedicated to helping our clients prepare for life’s important milestones and achieve their financial goals.
We have worked with individual and small business clients for many years to help them achieve financial security through strategic advice and planning.
At Choice Financial Advice we take the time to listen, explain things clearly and keep you informed throughout the advice process.
We are focused on providing a professional customer experience and pride ourselves on our high levels of customer loyalty and recommendations.
Expertise
We are happy to have a short initial discussion to see if we can assist you.
Our preference is to charge $550 for the formal initial meeting, after which you will receive a report clarifying what your goals are and a quote for the areas we can help you with if you choose to receive advice from us. This fee is then deducted from the full cost of the plan.
At a glance
- Adviser status Silver
- First year providing advice 2001
- Years of experience 23
-
Highest qualification
- Certified Financial Planner (CFP)
-
Language spoken
- English
Choice Financial Advice Pty Ltd
Level 1, 376 Highett RdHighett, VIC 3190
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- Phone
- Video call
Licensed by
Interprac Securities
AFSL 246638