Start your journey with FinChoice

Options available include buying a mortgage broking or financial planning franchise, or joining one of our existing businesses. Find out more here.

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FAQs about FinChoice financial planning

FinChoice takes a fresh approach backed by experience.

Sometimes the simplest ideas are the best. That’s why our approach is based on common sense principles pitched at success - for you and for our customers.

Our Australian Financial Services Licence authorises us to provide financial advice and deal in financial products. We provide
an extensive range of financial planning services which include:

  • Personal Insurance advice
  • Investment planning advice
  • Superannuation and
  • Rollover advice
  • Wealth Creation
  • Retirement Planning
  • Portfolio Review services

The Financial Planning model operates as a separate franchise system sitting alongside our existing mortgage broker franchise system. This reflects our firm belief that advisers and brokers should remain experts in their field rather than trying to wear "two hats". It ensures our customers are provided with specialist advice, whatever their need, while experiencing the convenience of dealing with the same trusted brand.

You may choose to either start out as a salaried adviser working with an existing franchise and stepping up to become an equity partner over time, or establish a joint venture with a Mortgage Choice broker from the outset. Or, you could choose to purchase your own franchise from the start. Our team can talk to you about the option that may best suit your needs.

For many Australians, organising a home loan provides a critical first entry point to any kind of financial advice. By partnering with our established mortgage broking franchises, you have the opportunity to access Mortgage Choice customers and build rewarding, lasting relationships at a point in their lives when you can make a great difference.

By leveraging the strong lead flow provided by the mortgage broking franchises, you can spend less time chasing new business and more time focusing on your customers and growing the financial planning business.

Mortgage Choice has over 25 years’ experience in developing successful small businesses. Our franchising model, combined with the training and development and compliance expertise we provide, has underpinned this.

In fact, the support we give our franchisees to build a better business is one of our core strengths. We have transferred the strengths and experience gained to FinChoice, giving our new advisers every possible opportunity to grow a successful business of their own.

FinChoice provides Industry leading support, training, systems, technology and compliance framework.

We have employed and partnered with industry experts who are highly experienced at the practice level, and have the knowledge and ‘hands-on’ skills to develop and implement best practice solutions across all elements of the business.

We have also partnered with industry leading suppliers who have built leading edge adviser tools. Each of our advisers receives a ‘play book’ for success when they start with us, covering processes, tools, scripts and software, along with ongoing training to ensure effective implementation and a consistently outstanding customer experience leading to efficient, profitable practices.

We provide outstanding marketing support and communications. FinChoice advisers enjoy the advantage of dedicated support from experienced marketing professionals in the financial services industry, and receive access to:

  • Group Office generated leads
  • Local area marketing plans, advice and templates
  • Marketing collateral
  • Personalised site within FinChoice website
  • National and local media coverage

FinChoice takes pride in our collaborative approach. We value our franchisees and recognise that their success is our success. That’s why we ensure that the tools and support we offer our advisers will help them build better businesses, and create superior experiences for their customers.

Watch our video

FinChoice offers you an opportunity to build an asset for your future by building referral relationships with like-minded experts, under the same well-recognised brand.

Watch this video for insights on our business proposition as well as testimonials from some of our current advisers on why they chose FinChoice for their franchise model.