Charlwoods established it’s financial planning arm in 1995. At this time Charlwoods was finding a number of clients going to external financial planners and receiving advice that did not consider their whole situation, including the omission of important taxation considerations.
The Financial Planning arm now has it’s own experienced and dedicated team solely responsible for looking after our client’s Wealth Creation needs.
Most importantly, the Accounting and Financial Planning practices work hand in hand to provide complete strategic advice.
Our Financial Planners are Authorised Representatives with Premium Wealth Management. This group is an Australian Financial Services Licensee, (AFSL 237498), with the Australian Securities and Investments Commission (ASIC). Being part of this group ensures our Financial Planning business is not owned nor directly influenced by any fund manager, insurance company, or bank.
Financial Planning services:
- Investment strategies for maximising wealth
- Transition to retirement strategies
- Superannuation and retirement planning
- Strategies for maximising social security benefits
- Superannuation strategies, including self managed super funds
- Investment review service
- Insurance cover – death, trauma, income protection, permanent disability
- Access to residential and business lending brokers
- Access to motor vehicle finance brokers
- Liaising with your Accountant, or any other business advisor, in relation to any financial matter
The first hour’s appointment with our Financial Planners is obligation free and at no cost to you.
