Value of Advice

 

What is financial advice?

     

 

Financial advice means different things to different people. In the end, financial advice is all about you. It could be:

  • solving your financial problems
  • being in control of your financial situation
  • protecting yourself and your family
  • defining your goals and attitude to money
  • tax-effective investment planning
  • maximising your earning capacity

What can financial advice do for you?

Make you feel better

Our advice helps you make the right choices for life's important financial decisions. 

  • Meeting life's challenges.  You may face challenges along the way, but with a personal financial plan, you’ll be prepared. You’ll have a real sense of control, and the peace of mind that it can bring.
  • Taking action.  You can rest easy, knowing that you’ve taken action and you’re not alone. You’ll be supported every step of the way by your financial adviser. 

Make life simpler

We are experts in financial management, qualified to help you navigate the complex legislation that governs investment, tax and superannuation. 

  • Understanding complex rules.  Investment markets and superannuation rules for different investment options and government entitlements are complex and change frequently. We have the knowledge and experience to explain it to you in a way that you’ll understand.
  • Choosing the best option.  We have the necessary training to make sense of all your options and help you choose the best solution. Even if you’re an expert in your own field, it makes good financial sense to ask for specialist advice when it comes to money.

Make a difference

We look at how your finances are structured and identify ways to solve problems and help you reach your goals. 

  • Managing your financial wellbeing.  We’ll get you organised and give you control so that you can maximise the potential of your money. We provide support and guidance on the best way to manage your financial wellbeing – whether it’s adjusting your debts to minimise repayments, saving for a home or a holiday, investing and planning for your retirement or maximising pension entitlements.
  • Making your money work for you.  We work with you to help determine which financial strategies will help you get to where you’re going. 

Save you time

Even with the best intentions, it's hard to find time to create a comprehensive wealth plan that will really make the most of your money.

  • Sorting out your finances.  Pulling it all together – income, insurances, investments, superannuation – can be overwhelming.
  • Taking care of a big job.  We can take care of it all for you, making life simpler and saving you hassle. Professional financial advice gives you more time to spend somewhere else, on something more enjoyable.
Have a Question?

Contact us to book your initial free no-obligation consultation with our expert advisors.

Your privacy is important to us and Charter Financial Planning, which is part of AMP. You may request access to your personal information at any time by calling us on (03) 9429 2001 or contacting AMP on 1300 157 173. Information collected will be subject to AMP's Privacy Policy. You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time.