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EMPLOYEE SERVICES

Life is a series of events. You may face challenges along the way but with a personal financial plan you’ll be prepared.

Superannuation

  • How can I maximise my super?
  • When can I access my super?
  • What happens to my super if I die?

Insurance

  • Death cover
  • Total and Permanent Disability (TPD) Cover
  • Critical Illness
  • Income Protection

Planning for Retirement

  • What does your retirement look like?
  • When do you want to retire?
  • Are there any ‘must haves’ on your dream list?
  • How will you manage your transition?

Life Events

  • Starting a new job/changing jobs
  • Redundancy
  • Starting a family
  • Protecting your family
  • Buying a home or investment property
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Corporate Representative of Charter Financial Planning Limited ABN 35 002 976 294 AFS Licence No. 234665.

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