‘If we focus on what we can influence, we’re in a better position to deliver outcomes our clients expect’.
Michal Bodi

Do you need help on creating an investment strategy?

Speaking with one of our investment specialist to discuss your personal situation is a great place start, get in contact with our team to book a call on 02 9328 0876.

General Disclaimer: While every care has been taken in the preparation of this document, Sydney Financial Planning and Charter FP make no representations or warranties as to the accuracy or completeness of any statement in it. This article 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. Please seek personal financial advice prior to acting on this information.

Our annual reviews and progress tracking excercise is an important part of financial planning because planning is an ongoing process.

Do you have a long-term investing strategy in place?

Speak with one of our investment specialists about the best approach for your circumstances, either book a meeting or get in contact with us on 02 9328 0876.

General Disclaimer: While every care has been taken in the preparation of this document, Sydney Financial Planning and Charter FP make no representations or warranties as to the accuracy or completeness of any statement in it. This article 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. Please seek personal financial advice prior to acting on this information.

What is market volatility and how can you can potentially benefit?

Volatility has been around for a long time, and we can learn from history.

Is your share portfolio well positioned for long-term returns and benefits?

Lets discuss your personal situation, to arrange an appointment with one of our investment specialists, contact our team on 02 9328 0876.

General Disclaimer: While every care has been taken in the preparation of this document, Sydney Financial Planning and Charter FP make no representations or warranties as to the accuracy or completeness of any statement in it. This article 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. Please seek personal financial advice prior to acting on this information.

You can see us as a trusted guide in an ever changing landscape. We put more clarity around things and help keep clients on track with their goals.

Still have some questions?

If you want to discuss how we can work with you in more detail. Call us to arrange an appointment with one of our advisors on 02 9328 0876.

General Disclaimer: While every care has been taken in the preparation of this document, Sydney Financial Planning and Charter FP make no representations or warranties as to the accuracy or completeness of any statement in it. This article 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. Please seek personal financial advice prior to acting on this information.

Where do you start? What do you need to consider? Will your capital go the distance and be able to sustain your lifestyle?

These are the types of questions we cover when working with clients on their retirement strategies.

Want to hear more about our retirement strategy process?

Speak with one of our retirement strategists to go over your personal situation. Call us to arrange an appointment on 02 9328 0876.

General Disclaimer: While every care has been taken in the preparation of this document, Sydney Financial Planning and Charter FP make no representations or warranties as to the accuracy or completeness of any statement in it. This article 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. Please seek personal financial advice prior to acting on this information.

What is transition to retirement?

How do you balance enjoyment of working with slowing down? Can you even afford to slow down?

If you have questions on your retirement planning, we’re here to help.

Book a call with one of our retirement specialist to discuss your personal situation, to arrange an appointment contact our team on 02 9328 0876.

General Disclaimer: While every care has been taken in the preparation of this document, Sydney Financial Planning and Charter FP make no representations or warranties as to the accuracy or completeness of any statement in it. This article 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. Please seek personal financial advice prior to acting on this information.

What are the advantages of having a family trust?

If you want to protect your assets, plan to reduce tax over a long period of time or transfer assets, then trust could be suitable.

Trust are a complex area and need specialist advice. We can help you decide if it is right for your personal circumstances.

Could a trust be the right path for you?

Book a call with one of our investment specialist to discuss your personal situation, to arrange an appointment contact our team on 02 9328 0876.

General Disclaimer: While every care has been taken in the preparation of this document, Sydney Financial Planning and Charter FP make no representations or warranties as to the accuracy or completeness of any statement in it. This article 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. Please seek personal financial advice prior to acting on this information.

There is no such thing as a perfect plan, planning is process.

The real value of a plan is as a starting reference, the nature of planning is things change.

Still have some questions?

If you want to discuss how we can work with you in more detail. Call us to arrange an appointment with one of our advisors on 02 9328 0876.

General Disclaimer: While every care has been taken in the preparation of this document, Sydney Financial Planning and Charter FP make no representations or warranties as to the accuracy or completeness of any statement in it. This article 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. Please seek personal financial advice prior to acting on this information.

What sort of structure should you use? What is the most ‘tax effective’ structure to use?

The answer isn’t simple, there are all types of structures and reasons for using a particular type.

Not sure on what structure you should consider?

Book a call with one of our investment specialist to discuss your personal situation, to arrange an appointment contact our team on 02 9328 0876.

General Disclaimer: While every care has been taken in the preparation of this document, Sydney Financial Planning and Charter FP make no representations or warranties as to the accuracy or completeness of any statement in it. This article 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. Please seek personal financial advice prior to acting on this information.

 Why is it important to plan for your retirement?

Why having a trusted guide to help you though the ever changing landscape and managing emotional investment decisions in times of uncertainty is critital.

If you have questions on your retirement planning, we’re here to help.

Book a call with one of our retirement specialist to discuss your personal situation, to arrange an appointment contact our team on 02 9328 0876.

General Disclaimer: While every care has been taken in the preparation of this document, Sydney Financial Planning and Charter FP make no representations or warranties as to the accuracy or completeness of any statement in it. This article 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. Please seek personal financial advice prior to acting on this information.

Good health and wealth certainly help, but confidence plays the biggest part and your interpretation of certainty.

As we have discovered, our happiest clients are content. You need to be ‘content’ that what you have in place can work for you.

If you have questions on your retirement planning, we’re here to help.

Book a call with one of our retirement specialist to discuss your personal situation, to arrange an appointment contact our team on 02 9328 0876.

General Disclaimer: While every care has been taken in the preparation of this document, Sydney Financial Planning and Charter FP make no representations or warranties as to the accuracy or completeness of any statement in it. This article 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. Please seek personal financial advice prior to acting on this information.

Why do we invest in growth assets? How do you know what is right for you?

Our process with clients, helps clarify and strategicaly plan their investment portfolio and fully understand the plan that is in place.

Not sure on what investment strategies you should consider for your portfolio?

Speaking with one of our investment specialist to discuss your personal situation is a great start, get in contact with our team to book a call on 02 9328 0876.

General Disclaimer: While every care has been taken in the preparation of this document, Sydney Financial Planning and Charter FP make no representations or warranties as to the accuracy or completeness of any statement in it. This article 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. Please seek personal financial advice prior to acting on this information.