The importance of good advice
When it comes to your finances you can’t beat good, sound advice. Professional guidance can make all the difference in securing a comfortable future for yourself and your family.
It takes careful planning to build a successful financial plan. The regulations are both complex and changing. Tax implications alone can make a substantial difference to your superannuation or investments. So it is important that you seek qualified advice to make certain your financial plan is both comprehensive and subject to ongoing review and development.
Financial planning for women
Australian women face many significant lifestyle changes. It may be starting a new career, facing retirement, or leaving work to raise a family. And in many cases women find themselves underinsured – especially stay-at-home mums. Unfortunately, many women retire with significantly less financial resources than men due to these factors. Using dynamic strategies, Charter Towers can help you start, strengthen or regain your financial security, enabling you more choice and freedom.
Service packages
Charter Towers operates a three tiered service package model, which enables clients to select the services most appropriate to their ongoing needs and budget. Each of the packages includes the following services to ensure ongoing management of your financial goals:
- Annual review meeting
- Implementation of recommendations
- Referrals to other specialists
- Implementing approved investment changes during the year
- Ongoing administration of overall portfolio
- File preparation and maintenance
- Quarterly newsletter
- Quarterly Investment Insight and Financially Speaking
- Correspondence on approved model changes
- Back office administration support inclusive of reporting and portfolio management
We discuss the service packages in an initial client meeting and explain what is covered and the likely pricing depending on your preference. This preliminary discussion is provided free of charge.
At Charter Towers, we believe that you should know all of the facts and costs before you commit to a professional relationship, especially one that manages your financial future.
Transaction or Specific Need Advice
Charter Towers also offer transaction only or specific needs advice. This advice is provided where circumstances require comprehensive advice without the need for ongoing service and monitoring. For example; advice on the transition to aged care for you or a family member, or the purchase of specific investments.
Please contact us for a confidential discussion if you require specific or transactional advice.