What we do

We help you align your money with your life

Our approach

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"Imagine if..."

1. Laying the foundations

So we are in the very best position to help you create an abundant life, we start by understanding you, your vision for life and your beliefs around money.

We’ll also need details of everything you own, owe, spend and save.

With a complete understanding of you, we’ll document specifically what areas you should be focussing on, outline any costs involved to help you and clarify what your next steps would be.

It’s then over to you to make an informed decision around working together.

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Align money and life

2. Strategy and planning

With us both clear on how we can work together, we draw on our expertise to create a plan for you, customised 100% to your life.

Your plan will outline what actions you need to take and what you should do with your money to accomplish what you want in life.

We’ll sit with you to discuss your financial plan so you understand what we have recommended, why we have recommended it, the benefits to you and the risks you need to consider.

Upon agreement to put your plan into action, we’ll manage all the required admin on your behalf right through to completion.

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Move and improve

3. Ongoing support

Life is unpredictable so your plan needs to be revisited on a consistent basis.

We will meet regularly, liaise often and volunteer information as circumstances change to ensure you keep making the most of your money and any opportunities available to you.

We will support and guide you through all life’s changes, planned or unplanned, so you always feel confident, in control and on track. Long story short, we’ll make sure you can keep enjoying YOUR life

If you feel ready to start living life without worrying about money, click on the link below.

Using money for a better life

Grow your money

Investment planning

We’ll devise a disciplined savings and investment plan to get your money working as hard as possible without taking unnecessary risk. We’ll help you take advantage of suitable opportunities and make sure you don't have to work for every dollar you earn.

Make the most of your business

Business owners advice

Owning and operating a business is challenging, but it provides unique opportunities to get ahead financially and build the life you want. We utilise specific strategies that maximise the conversion of profits into the money you need for a personally successful and fulfilling life, now and in retirement.

Retire on your terms

Retirement planning

Whether retirement is one year away or ten years away, it’s about being prepared. We will help you take advantage of superannuation, pay as little tax as necessary and guide you to secure an income that maintains your quality of life for as long as you need.

Own your home sooner

Mortgage advice

Taking on and managing a mortgage is more complicated than just hunting down a low-interest rate. It’s about the right product and right structure at the right terms. Get this right and it can potentially save you thousands of dollars, while taking years off your loan.

Protect what you have

Insurance

You hope for the best, but when life throws you a curly one, we make sure you’ve got a solid Plan B. Using appropriate, affordable insurance is one way to keep money coming in the door, no matter what happens.

Schedule a free phone call

15 minutes, obligation-free, where we'll discuss how we might be able to help you.

  • Get a better plan and stick to it

    Make the best moves with your money by putting the right financial plan in place.

  • Get ahead with your money

    Save more money, grow your money, enjoy life more and stress less.

Book a 15 min phone chat

Ask us a question

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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 (07) 5437 9243 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.