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Budgeting & Savings Service |
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Estate Planning |
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Financial Protection |
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Insurance |
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Investment Services |
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Retirement Planning |
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Salary Packaging |
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Superannuation Solutions |
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How can a Charter Financial Planner Help?
Working out exactly what to do with your retirement payout to make it work as effectively for you in retirement as possible can be difficult. Your financial planner can help you through the investment, taxation and social security maze by preparing a structured retirement plan tailored to your particular needs.
Charter financial planners can assist you with a number of areas of investment for your retirement including:
- managed funds;
- retirement incomes, annuities and pensions; and
- direct shares.
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 adviser, please contact them directly.
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