CharterNet Wealth & Lifestyle Planning is a specialised Financial Life Planning practice created to help people and families transform their current lifestyle into their desired lifestyle using a proven system based on experience gained with thousands of families. Its flexible approach is designed to understand you, assist in defining your vision, foresee your obstacles and then assist you to create your ideal life and lifestyle.
Creating a sound future involves identifying your financial goals and implementing a plan to achieve them.
The wealth creation process involves:
· Undertaking an assessment of your current financial situation including income, assets, debt, spending habits and the level of current savings.
· Preparation of a detailed Statement of Advice which contains recommended strategies for wealth creation and protection which have been tailored for your circumstances.
· Your financial planning Statement of Advice may include recommendations for investments, superannuation, salary sacrificing, life and income protection insurance, borrowing to invest and estate planning.
Financial planning is not just for those people about to retire. An early start on your financial future may result in a far more beneficial outcome down the track.
Our first meeting is obligation and cost-free so you have nothing to lose – please contact us using the form below and one of our skilled lifestyle planners will be in touch within 24 hours.