What can you expect?

Your Charter adviser will form a comprehensive understanding of your goals and any challenges you may be facing.

When discussing your finances, your adviser will speak with you in easy to understand terms, take a step-by-step approach and can:

  • meet with you to discuss the areas you need advice about
  • agree on the financial areas to focus on
  • collect information and discuss the advice costs with you up-front
  • define your goals and your current financial position
  • consider the best options for you in your current circumstances
  • provide you with strategic recommendations in writing
  • discuss and agree on the recommendations with you
  • implement the recommendations on your behalf
  • review your objectives and financial situation to make sure you remain on track to reach your goals
  • provide support and be available as your trusted adviser when needed.

To speak with an adviser from Charter Financial Planning, please email us or call on 1800 106 017.