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Charlwoods Financial Solutions Pty Ltd
       
 
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Charlwoods Financial Solutions Pty Ltd
 
 
Overview: 

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 Financial Planning and Wealth Creation needs.

Most importantly, the Accounting and Financial Planning practices work hand in hand to provide complete advice.

Our Financial Planners are Authorised Representatives with Premium Wealth Management. This group is an Australian Financial Services Licensee with the Australian Securities and Investments Commission, (ASIC), and a principal member of the Financial Planning Association.

Most importantly, being part of this group ensures our Financial Planning business remains independent. No fund manager, insurance company, or bank owns any part of our capital.

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
   * Assistance with obtaining finance
   * 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.


 
 
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