Professional Advice

The Benefits

Your wage doesn’t have to be the only income you earn. Financial planning can help your hard-earned money work for you – for example, through wise investment decisions.
Sound financial planning is necessary if you want to enjoy a secure financial future – no matter what you aim to achieve in life, and no matter how much money you earn.
Charter Financial Planning’s financial planners receive weekly communications that introduce new opportunities and review the changes in the financial environment. Our research group is comprised of a team of dedicated and experienced professionals who analyse financial markets, investment performance, legislative changes and the overall shifts in the financial services industry.

The Process

The financial planning process begins with defining your needs, objectives and current situation. Once these are established, your financial planner is able to devise a strategy to meet your goals.
Upon your approval, a statement of advice will be developed recommending a selection of financial products and solutions (for example, managed funds, cash management account, income protection or superannuation) within the scope of platforms/products available for planners to recommend.
Charter Financial Planning has a comprehensive and methodical system for providing you with well-researched financial solutions.

If you would like further information on our Professional Financial Planning Advice please contact our office.