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Charter Financial Planning |
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The Charter Offer |
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Mission & Values |
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The Charter Offer
Services to Clients
Established on strong foundations, Charter Financial Planning is committed to helping Australians reach their financial goals.
Charter has access to more than 400 financial products from over 40 leading fund managers and insurance companies, ensuring your Charter financial planner is able to provide you with the financial planning solutions appropriate to your individual needs.
Ongoing and critical analysis of the marketplace and individual companies is used to gauge and adjust the list of approved companies and their products. Our diligence provides you with peace of mind.
We offer a holistic approach to your financial needs by providing access to a wide range of integrated financial services, including:
- tax-effective investment planning;
- savings and wealth creation strategies;
- cash, fixed interest, property and share investments;
- diversified investment strategies;
- life insurance and financial protection assessment;
- salary packaging;
- master trust services;
- superannuation and rollover investments;
- financial planning following redundancy;
- retirement planning; and
- access to estate planning, including trusts, power of attorney and will preparation.
Finally, regular reviews of your financial plans are conducted as an integral part of Charter's service, ensuring your financial plan is up-to-date and matches your current and future financial needs.
Support to Financial Planners
Our primary focus is providing our financial planners with a range of services, helping them to grow their businesses and do what they do best – provide clients with financial planning advice.
As part of our offer to planners we provide:
- the opportunity to promote their business under the Charter brand along with the business identity built up in their own practice;
- high-quality local and Head Office support;
- a comprehensive range of services – from business development and marketing, to investment research and technical advice;
- ongoing professional development training;
- compliance and paraplanning support;
- competitive terms and conditions;
- the opportunity to specialise in specific areas such as direct share investment and salary packaging; and
- access to more than 400 financial products from over 40 leading fund managers and insurance companies.
For further information, click here.
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