| About Intellichoice Financial Planning | |
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The financial planners at Intellichoice aim to help grow your wealth, either through property or other investments. You can be assured that any financial strategy we recommend is in your best interests and not based on commission. Our first responsibility is to you – which means that nothing will be recommended that does not match your financial goals and there is no pressure selling involved.
With over 30 years experience in the banking, finance and investment industries, your Intellichoice financial planner is on hand to create a personal financial plan with you and make a real difference to your future wealth and retirement. Whether you are 18 or 80, a financial planner will design the right financial plan for wealth creation, retirement, super, insurance, tax effective and safe investments, salary packaging and more. For your peace of mind, we are also accredited with two of the largest licensees in Australia, which regulate ethical and professional codes of conduct in the financial services industry. View the financial services guide which outlines the financial planning services that Intellichoice financial planners provide. But don't just take our word for it – read some of our client testimonials and how we have helped them get on track to achieving their financial goals. So whether you've just been married, interested in purchasing a home, planning for retirement or just started a new job, an Intellichoice financial planner can help you in the following areas: Help you understand risk Your financial planner will carefully consider your debts, assets and income to assess where you stand and develop a sound financial plan to suit your needs, current circumstances, the level of risk you are willing to take and financial goals. Assess your insurance needs No matter how old you are, it is essential that your loved ones are taken care of in the event of your death, illness or injury. There are many types of insurance policies available and your financial planner will recommend an insurance plan that's perfect for you and your loved ones, including life insurance, income protection and home insurance. Reduce your tax Your financial planner will help you to develop a financial plan that keeps taxes low, so the money stays in your pocket Retirement planning An Intellichoice financial planner can help you plan for retirement by helping you to choose a good mixture of superannuation fund, investments outside of super that you can access in the event of emergency, and help you manage the level of insurance you need to cover your loved ones' cost of living in the event of your passing. Solving the myth of superannuation Understanding the ins and outs of superannuation can be confusing on your own and your financial planner can help you understand which super funds work best for you. Borrow or invest? Our financial planner may be able to help you decide if it's in your best interest to borrow money to help you make better investments. Assess inflation Our financial planner will be able to help you assess inflation to help you keep your capital growing over the years. Speak to one of our financial planners now on 1300 55 10 45 and let us help you get on track to achieving your financial goals. |
Many people have differing financial goals and financial planning can assist you in meeting those goals. Our financial planners aim to help with wealth creation through investments, super, salary packaging, budgeting and managing debt in a safe and cost-effective manner.
Our mortgage broker has access to over 35 mortgage lenders and 800 mortgage products. Speak to a mortgage broker today to find out how we can help you with all your home loans, business loans, bad credit home loans and debtor finance needs. 
Ultimately, what every investor is seeking is a strong return on their investment and you can be assured that any property in Australia that we recommend, have been selected on the basis that they offer you the best possible returns for your dollar.
