We work with people of all ages and walks of life to empower their financial decisions.
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You might be starting at square one, planning your family, trying to learn about property investment or thinking about your retirement. We're here to help you manage your money, build wealth, purchase or build property, manage the cash flow in your business, plan your taxes, protect your family and assets with insurance, create a self-managed super fund or plan for a comfortable retirement.
FINANCIAL PLANNING SERVICES
- Creating a financial plan
- Managing personal finances
- Implementing investments
- Superannuation and self-managed super funds
- Life & Income protection
- Planning for retirement
- Business succession
- Estate planning
- Home loan pre-approval
- Securing home loans from major lenders and banks
- Stamp duty advice
- Loans for self-employed clients
- Self-managed super fund loans
- Investment property loans
- Purchasing off the plan
- Bridging finance
- Construction loans
- Commercial loans
You can think of us as your financial help hub - we're here to support you with any financial decision.
I just wanted to send you a note to say thank you for all of your help, hard work and excellent service. We both really appreciated all of the effort you went to in making sure the arrangement of our finances, and settlement went as smoothly as possible. Your friendly nature and professionalism is a credit to Choice Capital and we won’t hesitate to recommend you to our friends and colleagues looking for financial services in the future.”
R & S Davis Fitzroy