Award-Winning Financial Planning
Russell Medcraft Certified Financial Planner established Financial Choice over 30 years ago and has been providing financial advice since 1992.
Financial Choice is an award-winning and well-established financial services provider and wealth manager.
Key Areas Where Financial Choice Makes a Difference
Portfolio Management
Financial advisors assist in building well-diversified portfolios aligned with clients' goals and risk tolerance. They provide expertise in selecting investments, rebalancing portfolios, and keeping investing costs low.
Financial Planning
Our team offer guidance on various financial aspects, such as planning for expected and unexpected life events, developing saving and spending strategies, and managing legacy and estate planning.
Emotional Support
Financial Choice provide emotional support during market volatility and major life events. We help our clients remain focused on their long-term goals, preventing them from making impulsive decisions based on market trends.
Time Management
By taking on tasks like research, planning, and ongoing portfolio management, we free up your time. This allows you to focus on other priorities, secure in knowing your financial matters are being expertly handled.
The Importance of Trust and our Advisor-Client Relationship
Building Trust
Trust is essential for a successful advisor-client relationship. Clients need to feel their advisor is transparent, honest, and genuinely cares about their financial well-being. Advisors who listen more than they talk and understand clients’ values and goals can provide more customised and effective solutions.
Communication
Frequent and proactive communication is a key attribute clients value in their financial advisors. Regular updates, newsletters and open dialogue build confidence and strengthen our relationship with you. Prompt responses to calls and emails also demonstrate our commitment to you our client.
Cost and Value of Financial Advice
Fee Structures
Financial advisors are compensated through various methods, including fees based on assets under management, hourly rates, flat fees, or commissions. Fee-only advisors are typically fiduciaries, legally required to act in their clients’ best interests
Demonstrating Value
Clients need to understand the value they receive for the cost of financial advice.
Advisors should clearly communicate the scope of their services and how their expertise benefits the client.
By providing quality advice, personalised service, and emotional support, advisors can demonstrate their worth and justify their fees.
Our Team
Whilst the business has been growing, Russell and his team still focus on providing personal service and regular updates and reviews of their financial plan as their goals and objectives change with their lifestyle. Click on the images to learn more about each Financial Choice Team member.
Russell Medcraft
CFP, Dip BS, Dip FP
Fellow of the SMSF association
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Russell Medcraft is a pioneer of the Australian financial advice industry beginning his career in Melbourne in 1982. From a founding board member of the International Association of Financial Planning chapter in 1987 to national marketing manager for AMP investors in 1993.
Russell set up Financial Choice in 1996 to address the needs of large corporates in employee superannuation. Russell Medcraft set up the online search facility findmysuper.com.au in 2000.
With the growth in SMSF’s Russell went on to establish the Self-managed Super Institute in 2004 for trustees of the SMSF market.
In 2018 Russell was a finalist in the Australian Fintech awards for the provision of digital financial advice heralding in a new era for financial services.
In 2022, Russell launched Financial Choice Direct, allowing investors of all sizes to now access the expertise and experience of the Financial Choice Direct Investment Team via their low cost and easily accessible online portfolio solution.
Brooke Medcraft
BCMS (UNSW)
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Brooke Medcraft has joined Financial Choice in a client servicing role to develop and nurture our key client relationships. She is an experienced Sales Director working in high profile, senior sales management roles. Brooke’s ability to nurture relationships while negotiating strategies with senior executives has been the key to her past business success.
Brooke’s qualifications including a Bachelor of Communications & Business Studies from UNSW as Director – Sales & Client Engagement with Financial Choice dealing with various stages of people’s lives.
Vincent Ting
B Com (Actuarial and Accounting)
Grad Dip Financial Planning
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With more than ten years of experience in the financial services industry, Vincent is passionate about financial planning, delivering exceptional service to clients and making a difference. He has extensive knowledge across superannuation (including Self-Managed super funds), insurance, estate planning and investments and plays a critical role in developing financial strategies for clients.
In addition to being a financial adviser, Vincent also is the National Operations Manager overseeing the services delivered to all clients. Vincent’s data analytics and CRM skills allow him to efficiently monitor activities across all levels to maintain service standards and compliance.
Vincent has a Bachelor of Commerce in Actuarial Studies and Accounting, and a Graduate Diploma in Financial Planning.
Emily Lee
B Com (Economics and Finance)
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Emily has over 25 years of Financial Services experience and has been with Financial Choice, a division of Best Interest Advice for 10 years. She has held roles as Account manager for Find My Super, Corporate Super Account Manager for Kelly Services, and more currently Financial Advice -Client Services Manager.
Emily has extensive experience in Superannuation, insurance, Trustee and Compliance Technical Services in Financial Planning with Commonwealth Financial Services and AMP before joining Financial Choice. Emily holds a Bachelor of Commerce, majoring in Economics and Finance from Western Sydney University.
She is passionate about delivering the best Customer Experience and leaving the client completely satisfied with the outcome. Emily manages the onboarding of new clients from account opening, insurance implementation and ongoing reviews. Emily will set up your online brokerage accounts to executing the trades on your investments. She is also the first point of contact for client enquires and continually informed our clients on the progress and status of applications and consolidations of super and contributions.