Sydney Financial Planning advise that stands the test of time
Sydney Financial Planning advise that stands the test of time 
We have been a specialist financial planning company for a quarter of a century, with offices in Sydney's eastern suburbs and in Wollongong, in the Illawarra region of New South Wales...
We understand the value in building a long lasting relationship with a professional who will continue to be around to share your journey with you.
Everything we do is based on our philosophy of taking the time to discover what really matters to our clients. A lot of the discussions we have are about intangible topics and ‘what if’ scenarios, so it requires a lot of attention, time and care to get right. Before we start thinking about the services and strategies we can offer you, we take the time to understand;
The core service we offer our clients is ongoing financial advice, built around principles such as diversification, conservative gearing levels and (perhaps most importantly) regular communication between us and you. Our advice is not focused on the latest scheme or the flavour of the month, but on time tested and thoroughly researched strategies tailor made to your specific and unique situation.
We understand that everyone is unique with their own dreams and visions, and so is our advice. Life is a journey with ups and downs, and we specialise in creatively and effectively solving your financial challenge and reaping the biggest rewards from your financial successes.
Rather than focusing on managing products we will:
Read more about our advice process.
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.
