Our Services

Our ServicesOur advisers are portfolio planners who focus on providing sound and realistic strategic solutions, not financial service products.  Our advice is professional, clear and concise.  Our initial core focus is to establish the right foundations by putting in place the most appropriate strategy. Once the strategy is in place, we investigate the diverse range of services and financial products to suit our strategy.

Every financial product and investment is reviewed by our research team before we recommend the most appropriate products to suit our client’s strategy, needs and objectives.

You want to start a small business, build a portfolio of investment properties or diversify into direct shares or managed funds, or a mixture of the above or even more, our advice encompasses your entire needs.

Below are some of the areas we take into consideration when tailoring your wealth creation, risk management advice and strategies:

Protecting you and your family

Life insurances


Self managed super funds

Concerns and attitudes to risk 

Corporate and tax structures

Small business concessions

Business success planning

Reducing non tax deductible debts

Income distribution strategies

Fees & charges

Borrowing through self managed super

Long term Strategic asset allocation

Direct property strategies

Medium & long term Tactical asset allocation

Investment selection

Borrowing to invest

Reducing risk

Capital protection of investments

Zero tax retirement income


Call us on 08 9474 2255
Why Choose Us?


Authorised Representative
Charter Financial Planning Limited ABN 35 002 976 294
Active Financial Services Licensee number 234665
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