Get started & set up your family
You want to buy your dream home, expand your family and grow your wealth.
Virtual Financial Planning personalised and tailored to help you meet your goals from where ever you are.
Virtual Financial Planning to help you manage, grow and protect your wealth.
What is a Virtual Financial Planning?
Virtual Financial Planning is brought to you by Choice Financial Advice.
A virtual financial advisor works with their clients primarily or totally online and via phone.
These advisors work with clients from a location of their choosing.
Meetings are conducted over the phone and/or with secure online meeting tools, such as ZOOM.
We have found that meeting with clients virtually has made working together more efficient, enjoyable and productive.
Why Consider Virtual Financial Planning?
For many, looking to work with a financial advisor, considering a virtual advisor makes sense.
First, including a virtual advisor in your search for a financial advisor allows you to consider a wider pool of prospective advisors beyond those right in your own backyard.
If your situation causes you to move around the country, or even overseas from time-to-time, a virtual advisor makes even more sense. There is no reason for you to have to find a new advisor each time you relocate.
For many prospective clients of financial advisors, working virtually fits their lifestyle and they may be more comfortable working with an advisor in this fashion.
How can we help?
Get started and set your family up for success
Build wealth and pursue your goals
Prepare for retirement and beyond
Make the most of retirement
What we do
We develop tailored step-by-step Financial Planning strategies and help you make informed decisions about your money.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Insurance
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.
Estate Planning
We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
Welcome to Virtual Financial Planning provided by 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 Virtual Financial Planning 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”.
5 Steps To Mastering Your Money
In this free ebook we share 5 important steps to help you be the boss of your money.
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Prepare for tomorrow, make the most of today.
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