Sydney Financial Planning advise that stands the test of time
Sydney Financial Planning advise that stands the test of time 
Keep up to date and informed with Sydney Financial Planning Insights and News, share our thoughts on issues we are passionate about by reading our Blogs and watch the Videos to learn more about us and how we may be able to help you.
Of course, our Financial Planners are always available to discuss any of these with you direct – simply use our Contact Us page to get in touch or call our office on (02) 9328 0876 to make an appointment. We update these pages regularly so be sure to check back and see what’s new.
Click on the heading links below to view our most recent additions.
We aim to simplify as much financial jargon as possible, and share ideas of real value to you. The more we can help you, the better off you'll be and the happier we all are!
Below are two of our latest blogs;
A regular in-depth analysis of the current economic climate – providing insight into the state of the market, understanding the cycle of investments and the concepts and strategy behind successful outcomes, factors that create changes and future outlooks, just to name a few.
Our first edition is available now. If you wish to be included for future editions, please join our mailing list and we’ll be in touch.
Our annual Newsletter is issued in May each year opening with a welcome message from our Principal, Bill Bracey - sharing what we’ve been up to, our plans for the year ahead and a reminder of the importance of meeting regularly with a Financial Planner.
We also use this opportunity to share topical articles, from informing clients about the economic environment, educating them on current affairs and highlighting areas of value for their consideration - click here to view our 2016 edition. Or if you’ve missed out on a copy from previous years, or would just like to revisit information, click on one of the links below to download.
Bill Bracey featured on the Your Best Interests TV show with Helen - see how professional Financial Planning helped her and her family achieve beyond what she thought was ever possible.
In this section you'll find helpful videos to answer some of our most common questions.
Topics such as how to find our Office, Why you should see a Financial Planner, What are Binding Nominations...
Current and up-to-date information and views on the Financial Markets - both the Australian and Global Markets.
Follow our involvement in the community, and please help us support our chosen charity, the Sir David Martin Foundation.
The foundation helps get street kids' lives back on track and we've been proud supporters since 2013.
In this section you'll find educational videos to explain some of the financial terms.
Authorised Representative for: Charter Financial Planning Limited ABN 35 002 976 294 Australian Financial Services Licensee Licence Number 234665.
Charter Financial Planning's principal address - Level 9, 750 Collins Street, DOCKLANDS VIC 3008.
Charter Financial Planning is a member of the AMP Group. The AMP Group includes companies formerly part of the Australian and New Zealand
operations of AXA Asia Pacific Holdings Limited.
Charter Financial Planning is a Professional Partner of the Financial Planning Association (FPA) and we are fully committed to the FPA's Code of Ethics and Rules of Professional Conduct.
Charter Financial Planning is also a Corporate Member of the Association of Financial Advisers (AFA).
Information provided on this website is general in nature and does not constitute financial advice. Sydney Financial Planning will endeavour to update the website as needed. However, information can change without notice and Sydney Financial Planning does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time. Every effort has been made to ensure that the information provided is accurate. Individuals must not rely on this information to make a financial or investment decision. Before making any decision, we recommend you consult a financial planner to take into account your particular investment objectives, financial situation and individual needs. Sydney Financial Planning does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website. Except insofar as any liability under statute cannot be excluded, Sydney Financial Planning and its employees do not accept any liability for any error or omission on this web site or for any resulting loss or damage suffered by the recipient or any other person. Unless otherwise specified, copyright of information provided on this website is owned by Sydney Financial Planning. You may not alter or modify this information in any way, including the removal of this copyright notice.
