Charter - How a Charter Financial Planner Help?

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How a Charter Financial Planner Help?

The key to a successful investment portfolio is diversification; both in terms of fund management styles and the use of various investment sectors. Charter financial planners adapt a highly disciplined approach to the portfolio construction process to design, implement and maintain your investment portfolio.

What’s more, before making any investment recommendations, Charter financial planners analyse your current situation, goals and attitude to risk, matching your portfolio to your particular needs.

Our financial planners can assist you with a number of areas of investment advice including:

tax-effective investment planning;
wealth creation strategies;
cash, fixed interest, property and share investments; and
diversified investment strategies to minimise risk and maximise returns.

Note: Charter financial planners have access to a wide variety of generic and specialist training. The level of training achieved by individual financial planners determines the areas of advice they can give. For more information on the specific advice areas dealt with by your financial planner, please contact them directly.

Charter Financial Planning Limited ABN 35 002 976 294 AFS License No. 234665
Registered Office: AXA Australia Centre, 750 Collins Street, Melbourne, Vic 3008
As at 30th March 2011, AXA Asia Pacific Holdings Limited and all of its Australian and
New Zealand subsidiaries ceased to be members of the Global AXA Group and became members of the AMP Group.