Advice Explained

Financial advice means different things to different people. Some say it means investment advice while others believe it's all about tax strategies, or help with budgeting or even advice on buying insurance.

The reality is financial advice is all of these things. It's a broad service aimed at helping you make sound financial decisions and take control of your finances.

Many people have a gap between where they are today and the lifestyle they'd like to enjoy. This gap can create a feeling of uncertainty. Financial advice helps you bridge that gap.

It does so by understanding your needs and objectives and giving you a financial plan based on your particular lifestyle goals and personal situation.

Your financial plan

Your financial plan is designed to create prosperity and is supported by four pillars:
•    saving - gives you the money to create wealth
•    super - provides money for life after work
•    investing - makes your money work for you
•    financial protection - insurance to manage the risks to your plan.

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Charter Financial Planning Limited ABN 35 002 976 294

Australian Financial Services Lincesee Licence number 234665

General Advice Warning
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

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