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Making advice accessible and affordable to all Australians
Better Budgeting Free
Cash flow Analyser
What you get
You will be matched to an experienced adviser who will select the lowest cost superannuation fund, set up your budget and categorise your spending based on the last 12 months. Our adviser will help you set some short term goals and an automatic savings plan. You will get an up to date valuation on your property and car and a detailed retirement income report to make sure you are on track. Our advisers will take you through all the traps that may impact you reaching your full potential.
Work 1-on-1 with your Planner to build new spending habits (and break some old ones). Get on a real, sustainable budget that fits your lifestyle.
Work one on one with your planner to build new spending habits and focus on breaking some old ones. This is a really affordable first step to getting good money advice. Get set up on a new budget that will match your lifestyle.
• One-on-one personalization of your budget
Your planner helps you set up your Money Centre so that you can have an achievable budget that fits your life.
• Challenges tailored to you
Target the bad habits you want to break.
Boost the good habits you want to build.
• Planning Session
Your planner gets to know the spending that does (and doesn`t) matter to you to help customize a budget that fits your life.
For a tax deductible fee you will get a qualified financial planner and Accountant that will categorise all your transactions and match them against your budgets and prepare your tax return and set up a simple Will that will protect your Estate. Your adviser will review your borrowing power and consolidate all your debts and pay your bills. All your receipts and documents will be stored on the cloud in a secure vault. Your financial planner will prepare a statement of advice to set a course of action that will be reviewed quarterly and your investments will be rebalanced after consultation with our investment committee.
Declare what you want - freedom from debt, security for your family, or an amazing trip. Your Planner will build you a custom plan to help you get there.
More details. Sample Plan
The wealth builder program is when you get serious about your money. After you have set up your budget, set up your 5 year investment plan and set up your What-if scenarios with your adviser you will now be able to set up your own self managed super fund to invest in our model portfolios. You will have your investment actively managed by our specialist investments committee and re weighted every quarter automatically using our sophisticated investment software.
Start training for the world's hardest game: investing. Your Planner will help you grow into a disciplined and balanced portfolio manager.
This is now the biggest part of your financial planning and that is really becoming a sophisticated self-directed investor.
You will have one on one assistance with your own CFP Financial Planner who is expert at creating individual portfolios that deliver consistent returns. You will grow into a disciplined investor that will optimise your tax position and specialise in property and share investing.
• Planner recommendations on your important financial decisions
Financial Choice has been advising clients for over 20 years on the best products and strategies to provide security for themselves and their family . Technology has now enabled investors to take control of their finances and investments and Financial Choice have become the leader in creating investment platforms and budgeting tools for consumers. They can do this with or without the assistance of a qualified adviser. The great disruptor to banks and insurance companies has now arrived. Financial Choice can make it cheaper and quicker to budget, track and grow your money all in the one place.