Charter Financial Planning offers a comprehensive range of services - from business development and marketing, to investment, research and technical advice. A selection of almost 400 products sourced from over 40 fund managers and life insurance companies are available for financial planners to choose from. The financial planners of Charter financial planning can offer a range of insurance, investment, superannuation and retirement income stream products. Charter maintains an Approved Product List (APL), containing a list of financial products that have been researched by a number of external research houses, and planners can only recommend products from this list without obtaining approval. A copy of the APL can be supplied to you upon request. Advisers can use only AXA owned administrative platforms (Summit, Generations and AXcess) without seeking approval. Financial planners have the opportunity to dual brand enabling them to retain the brand equity built up in their own practice.

Services Offered

	Budgeting & Savings Service
	Saving - the secret to financial security.
	Debt Management
	Debt consolidation and product selection can assist managing debt.
	Estate Planning
	The creation, protection and distribution of your wealth
	Financial Protection
	Cope financially - whatever happens
	Insurance
	Your financial planner can help with general and health insurance
	Investment Services
	You don't have to be rich to be an investor
	Retirement Planning
	Enjoy your retirement through planning for the future
	Salary Packaging
	A tax effective way of getting more out of your pay
	Superannuation Solutions
	Plan your super contributions and ensure you achieve your retirement goals