Advice with Purpose, Outcomes that Matter

Holistic Financial Advice

At Choice Capital, we partner with discerning clients to deliver advice with purpose — tailored, strategic, and deeply aligned with what matters most to you. Our holistic approach goes beyond traditional financial planning, integrating every aspect of your financial world into a cohesive strategy designed to achieve meaningful outcomes. We take the time to understand your values, your ambitions, and your legacy — not just your balance sheet. With a focus on clarity, control, and long-term vision, we provide premium advice and partnership that evolves with you, ensuring your wealth serves its highest purpose.

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Experience truly holistic financial advice and investment strategies built around you.

Creating a better future is your choice and we can help you make it happen. Chat to one of our team members.

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Why choose choice capital?

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Holistic Financial Advice

Our financial planning service delivers holistic, client-centric advice that integrates investment strategy, tax optimisation, superannuation, and estate planning to help you achieve clarity, control, and lasting peace of mind.

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Investment Funds Management

Our investment management service combines personalised portfolio design with the efficiency of SMAs, giving clients full visibility, direct ownership, and strategic access to diversified, high-conviction investments.

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Finance - Residential & Commercial

We provide tailored residential and commercial lending solutions, delivering expert guidance, competitive access, and seamless execution from application to settlement.

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Insurance

Our personal insurance advice is purpose-built to preserve lifestyle, protect loved ones, and ensure business continuity—offering comprehensive cover across life, trauma, income protection, and ownership succession.

Life is all about choices. We’re here to make them easier.

So much more than Mortgage Broking and Superannuation.

Whether you are buying your first or third home, planning for retirement, have some money to invest, want to protect your family or helping a loved one transition to aged care, we can help you secure your loan and set up a strategic plan.

We care and want to help you maximise your opportunities in all things financial. You’re never too young and it’s never too late. It’s a long term focus resulting in a long term outcome, working with your team of Lending Specialists and Financial Advisers throughout your journey.

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Do you lie awake worrying about whether you'll "have enough" in your golden years?

The options available for investing both inside and outside of superannuation can be daunting. Our team will work with you to understand where you want to be and address any concerns. We’ll then provide a plan that matches your comfort level and life stage with a well-diversified portfolio.

Free property & suburb guides

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Learn more about your own home or a property you're interested in with our free property and suburb reports.

  • tick-88c72a21fb0d15d83a8fe4c95bc1f31a Property price predictions
  • tick-88c72a21fb0d15d83a8fe4c95bc1f31a Comparable sales & rental history
  • tick-88c72a21fb0d15d83a8fe4c95bc1f31a Useful suburb insights
  • tick-88c72a21fb0d15d83a8fe4c95bc1f31a Information sourced from Corelogic

Pop your contact details in below and we'll contact you for the property address/s you'd like a report for.

Are you concerned about high levels of personal debt?

From high-interest credit cards and car loans to spiralling after-pay services, getting your debts under control could be one of the quickest ways to create wealth for yourself. With some clever cashflow tweaks and planning, we can help get your current debts under control and saving for more important things.

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Your interest is our interest. Ensuring you get a great deal on your home & investment loans through our panel of lenders.

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20+ lender partnerships

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Secure and confidential

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Award winning service

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Australian credit and financial services licence holders

Trusted. Researched. Recommended.

Quate

Thank you to Christine and the Team for, exceptional service provided throughout the entire process due to a clear customer lense. A personable understanding, providing updates, managing expectations and closing the loop throughout we had zero follow up required throughout the entire process. Can't thank you enough. You have created a new advocate for Choice Capital!

Michelle, Cranbourne East
Quate

I want to thank the Choice Team for ensuring a seamless property settlement on the doorstep of Christmas. The expertise and communication from Julie Dickinson, in particular, made the experience stress free and I recommend reaching out to Choice Capital when making key financial decisions.

Andrew & Georgina, Warrandyte
Quate

Amazing personalised service from initial consultation to final recommendations and outcomes. Would definitely recommend the choice team!

Cam & Jules, West Melbourne

Partnering with families, professionals, and business owners to align wealth with values - through strategy, structure and long term vision.