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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 how much you should contribute to super and which superannuation vehicles are best for you can be difficult. Your financial planner can help prepare a structured superannuation solution tailored to your particular needs.
Charter financial planners can assist you with a number of areas of superannuation including:
- employer funded superannuation;
- employee funded superannuation;
- industry superannuation funds;
- rollover funds;
- salary packaging; and
- do it yourself (DIY) superannuation funds.
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.
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