Our approach is to really get to know you through a series of meetings where we learn about your interests, passions and concerns about your current situation and what you are looking forward to in the future. We want to ensure that you make the most of your finances throughout your lifetime, so you can really enjoy your life. By having flexibility and options provides a ‘sense of control’ so we work with you in building your wealth. We do acknowledge that this takes time, patience and specialist advice so whatever your circumstances we help you set and achieve your goals in wealth and life.
We get involved and depending on your circumstances, help set realistic goals — we treat every client as an individual. However, we believe that following a well-defined process ensures that you can achieve all the benefits of our advice.
Our approach includes:-
The Children First Foundation was established in July 1999 with the mission of providing a safe haven in Australia for children — irrespective of race or creed — who are in need of medical or emotional support.
Henry Financial Group actively supports the Children’s First Foundation and we are very proud of the difference that we have been able to make over the years.
Find out more about this wonderful organisation here.
Charter Financial Planning has an extensive network of approximately 800 financial advisers and 300 practices across Australia and has the experience, knowledge and the resources to support us in managing your wealth.
Charter is also proudly part of AMP, one of the largest wealth management and financial protection business in the country — with advice at its very core. This means we are backed by institutional strength.