Financial Advice.

Our Financial Advice.

We can provide a range of strategies and solutions to work towards your goals.

Find out more about our Strategic Financial Planning

  • SUPERANNUATION PLANNING<strong>.</strong>

    Take control of your future & retirement.

    Ensuring that you understand your superannuation as part of your overall wealth management plan.

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  • RETIREMENT PLANNING<strong>.</strong>

    Get the retirement you desire.

    Helping you work through your retirement objectives and match them with financial strategies and products.

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  • CASH FLOW PLANNING<strong>.</strong>

    Get control of your finances.

    Improving your spending and saving habits, while positioning your finances for longer term growth.

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  • PERSONAL RISK MANAGEMENT<strong>.</strong>

    Protect you and your family.

    Provide security and peace of mind to your family and yourself.

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  • DEBT MANAGEMENT<strong>.</strong>

    Get your debt under control

    We can assist you with undertaking a stocktake of your current debt position (whether its credit cards, loans or mortgages).

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  • INVESTMENT PLANNING<strong>.</strong>

    Start early, invest regularly and reinvest returns

    Before you start investing, it pays to learn the basic principles. The more you know, the better off you’ll be. Find out about the five key principles to investing.

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  • ESTATE PLANNING<strong>.</strong>

    Get the outcomes you desire.

    We uncover your personal and financial situation and plan your estate planning goals and desires.

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  • AGED CARE ADVICE<strong>.</strong>

    Know what to expect and structure correctly.

    Aged care is a complex web of financial jargon and confusing forms. We’ll assist you in navigating this difficult time.

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  • CENTRELINK/GOVT. ASSISTANCE<strong>.</strong>

    Receive and maximise your entitlements.

    We can assist you planning ahead for maximising forms of social security including the age pension.

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  • MORTGAGE BROKING<strong>.</strong>

    Ensure you have the best loan options.

    Committed, passionate, educated and focused on providing you with the best home loan option to suit your specific needs.

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Contact us now for expert advice

GOOD ADVICE MATTERS

We uncover the best financial advice for you.

  • 1. DISCOVER

    We listen and act when we understand.

    We start by establishing a crystal-clear understanding of your circumstances and identify what is important to you. In this introductory stage, we discover your budgetary guidelines and expenses to establish a clear understanding of the types of cover most suitable for you.

  • 2. RESEARCH

    We uncover the cover best for you.

    We undertake thorough market wide research across all insurers and carry out in-depth policy & contract analysis. All our research takes into account a pre-assessment of any medical & financials issues and includes in-depth premium analysis.

  • 3. ADVICE

    We provide intelligent and expert advice.

    Our advisers will discuss the outcome of the research and an evaluation of the proposed levels of cover. We will provide a Statement of Advice and discuss the best options for you and your circumstances.

  • 4. IMPLEMENT

    We provide intelligent and expert advice.

    Our dedicated administrators will arrange all paperwork, fast tracking any medical & financial requirements. We have considerable expertise in negotiating medical loadings or exclusions which is a huge benefit to the client at this point in the process.

  • 5. ANNUAL REVIEW

    We keep you and your cover up-to-date.

    Each year we will review your policy, discuss your levels of cover and make amendments if required. All members receive a summary of schedules and taxation information from Priority Life and their insurer year on year.

  • 6. CLAIMS TEAM

    We take the worry out of claims

    Our dedicated claims team aims to ensure you receive priority service and peace of mind though the claims process. 24/7 phone and online fast and efficient service including crisis management.

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Managed Portfolio Disclosures

Email: info@cwadvice.com.au
Telephone: 1300 991 479
Facsimile: 03 8732 0266

Street Address:

Office 8, 600 Doncaster Road
Doncaster Vic 3108

Level 2, 35 Dalmore Drive
Scoresby Vic 3189

251 Napier Street
Bendigo Vic 3550

Suite 1, 1/38 High Street
Wodonga   Vic   3690

Countrywide Advice Pty Ltd, Countrywide Advice Pty Ltd Trading as J Fleming Financial Services, Graeme Collins Pty Ltd Trading as CBS Financial and GrowUp Financial Pty Ltd Trading as Invest Blue are Corporate Authorised Representatives of Charter Financial Planning Limited ABN 35 002 976 294 AFS Licence and Australian Credit Licence no. 234665 (“our Licensee”), as shown in our Financial Services & Credit Guide.

Principal Address: Level 11, 699 Collins Street, Docklands  VIC 3008

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

The Authorised Representative provides you with advisory services in accordance with the disclosures in the Financial Services and Credit Guide. Charter Financial Planning is responsible to you for all conduct. www.charter.com.au