About You
"I’m not rich, but I’d like to make the most of what I have."
"I want to be able to enjoy my retirement."
"I need financial security so I can concentrate on growing my business."
Do any of these sound like you? If so, we can help.
At CRC Financial Services, we specialise in helping people like you take control of your financial situation. We do this by developing a strategy that meets your needs, instead of trying to sell you a predefined range of off-the-shelf products.
This is what happens when you come to see us:
- We work out your current financial position – your income, your spending, and what’s left over for savings;
- We find out want you want, whats important to you and help you develop a financial strategy to achieve it;
- We let you make decisions in your own time;
- We talk to your accountant or solicitor if we need to;
- We recommend strategies that work, and well-researched products that fit in with your strategy; and
- We meet with you regularly to review your situation and to keep your financial plan heading in the right direction.
Ultimately, we want to build a long-term working relationship with you, because we know your needs and goals will change as your life changes.
To find out what we can do for you, read about To set up an appointment, send us an e-mail or call us today on (03) 6278 1199.
Charter Financial Planning, ABN 35 002 976 294, is an Australia Financial Services Licensee
Licensee Number 234 665. Principal Address: Level 9, 750 Collins Street, Docklands, Vic, 3000.
Charter Financial Planning is a principal member of the Financial Planning Association.