If you have changed any of your account numbers, user logins, passwords etc, you must update them
Setting Up Your Plan
At a point in people's lives their finances become quite complex, different log ins and passwords money in different bank accounts, Superannuation funds from past jobs and a number of credit cards and loyalty programs.
Also your mortgage could be with a different broker and your spending account is not linked with your bill paying account and very quickly you do not have control over your finances.
What most people need is a way to bring it all together and make sense of it.
You need a service that is designed around you. A complete consolidation of accounts. Access to advice if you want it for a clear transparent fee that is totally free of any conflict of interest. An integrated investment plan that helps you save and gives you the freedom to move on if you feel it is not in Sync with your objectives. No pressure, No Tricks and no obligation.Financial advice and cash flow budgeting that is affordable and accessible to all Australians.
Once you are on board with Financial Choice you will quickly become more confident in managing your financial affairs that you will have a clear path to becoming financially independent no matter what your income. Personal financial planning is broadly defined as "a process of determining an individual's financial goals after considering his or her's available resources, risk profile and current lifestyle, to detail a balanced and realistic plan to meet those predetermined goals. When considering getting Financial Planning advice you need to consider a firm who is independent of financial institutions, free of conflicts and will focus on making complex financial issues simple and easy to understand.
Financial Choice makes financial planning very simple. The creation of your plan revolves around our simple four step process.
"Think it", "Plan it", "Do it" and "Review it".Our fee based financial planners will carefully consider your personal objectives and your financial position to design a carefully crafted financial plan that will be constantly reviewed and balanced in line with your changing circumstances and risk profile.
The time line to setting up your plan.
Phase one: Get comfortable with the technology and the alerts
This is where everyone needs to start to get involved and delegate the day to day budgeting to a system that is used by over 70 million people worldwide. It is extremely safe and secure.
Phase two: Learn about money and why it is so important to your life and wellbeing.
This is the stage that you say to yourself "I need to work with an expert who I can trust".
The seven step program has been used successfully for years and gets all your financial affairs in order first before you even consider investing.
Phase three: This is called the Masterclass. It is where you and your adviser have tailored an investment portfolio that will last the rest of your life. You will never need to switch investments, transfer, close down and cash in. You will invest for life and be able to really invest like the 20 wealthiest people around the world who have followed the philosophy that you never try to time the market- you spend time in the market.
What We Stand For
Objective: We provide objective financial advice and in our clients' best interests.
Dedicated: Our personal financial advisors are dedicated to our clients' well-being and deliver conflict-free advice.
Holistic: Our free software helps our clients make well-informed financial decisions with a holistic view of their money.
Strategic: We help clients build a strategic financial plan, avoiding high-priced products in favour of affordable solutions.
Transparent: We ensure a transparent experience for our clients, with no gimmicks or hidden fees.
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.