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Charter Financial Planning Limited

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Charter Financial Planning Limited

Mission statement:

“Charter Financial Planning provides personalised financial planning expertise that is second to none.

Through careful and thorough analysis of clients’ current circumstances and future goals, we develop tailored strategies – avoiding undue risk while aiming for optimal returns.

Working with our clients, we continuously look at better ways to not only meet but anticipate their unique and changing needs.”

Overview:

Charter Financial Planning (Charter) has 343 financial planning practices across Australia, making it one of the largest financial planning networks.

The financial advice businesses licensed by Charter are generally privately owned and locally operated. Charter provides these businesses with back-office support and processes so that they can focus on what's most important to them - improving the lives of their clients.

Charter is backed by AMP, one of Australia's oldest and most-trusted financial services companies. Charter advisers provide advice to support your needs and are not restricted to offering products manufactured by AMP. AMP strongly supports choice for people, in turn allowing Charter's financial advisers to provide a unique service, with your best interests at hear

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.

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