What does "financial planning" mean?

We all plan things such as our holidays, our weekends, and get-togethers with family and friends. We keep an eye on our health by visiting our doctor and dentist. Yet how much planning and forward thinking do we provide for our finances on retirement? We work hard for our money and we should make sure that it works hard for us. Financial planning is all about getting the most out of our money. We look at how to get the best income, how to minimise tax and, when appropriate, how to maximise social security entitlements. We look at how to do all this and yet ensure that you can sleep at night.

Having the counsel of a financial planner is like having a road map to your future.

Discuss your financial situation and what you want your future to be with one of Chifley's financial planners. A Chifley financial planner can work through your individual needs and deliver a comprehensive personal financial plan for superannuation, redundancy, or in preparation of redundancy. The personal financial plan itself, and all the meetings leading up to it, is free. Charges are only incurred (and they're not high) when you commit to investing with Chifley.

How to make an appointment to see a Chifley financial planner

To make an appointment to see a Chifley financial planner, call 1800 800 002. Alternatively you can email us with your details.