When it comes to financial planning and advice, true wealth is the knowledge that your financial future is in good hands.

Our approach is simple: it is an alliance of empathy and trust. We make it our business to understand your current situation, recognise your needs and goals, and work alongside you as a trusted partner in your financial future.

You could be looking to finance a home, invest in property and shares, or planning that well-earned retirement. Whatever the case may be, Charter Towers Financial Services Pty Ltd offer personalised strategies. We consider your lifestyle, your views towards risk and the time you have to achieve your goals.

Charter Towers Financial Services offers a high standard of communication and management that not only anticipates, but also acts for the benefit of our clients.

At the 2013 IOOF/Lonsdale Financial Group Conference held in Perth, Charter Towers Financial Services was nominated for the “Best Practice” Award.

Your next step is the easiest.

Located in the vibrant heart of South Yarra and opposite the South Yarra train station, Charter Towers Financial Services provide a relaxed environment in a convenient location. We invite you to meet our friendly team and see for yourself why our clients have placed their long-term financial future in our hands.

“We have been delighted to have the team from Charter Towers Financial Services authorised with Lonsdale Financial Group Limited since July 1999. Alan has been a true supporter of Lonsdale and has been an active contributor to our community culture, our values and has been well received by his peers over the journey. The staff within the business maintains a high degree of compliance and business standards that are a true testaments to their character and level of commitment. This enables a comprehensive service offering to clients and is delivered in a friendly and relaxed atmosphere.”

– Mark Stephen CEO Lonsdale Financial Group