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Financial Planning

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Financial Planning

To make the most of your opportunities it is important to have a plan.

At Waterford Financial Services we listen to your personal goals and develop a strategy that will help you achieve them.

By adopting the right strategy you can often achieve your goals without taking unnecessary risks.

What is involved in getting a plan completed?

  • Make an appointment to see our financial adviser;
  • Discuss with our financial adviser your financial situation and your financial goals;
  • Our financial adviser will then prepare a written strategy tailored to your needs;
  • You will then meet with our financial adviser to discuss and agree on the strategy;
  • When you are willing to proceed we will, together, implement your plan;
  • Each year we will review your position to see if the plan needs to be varied.


Making a plan for your financial future is an important step to achieving independence.

Please Contact Us to discuss your needs

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Charter Financial Planning Limited ABN 35 002 976 294
Australian Financial Services Licensee Licence number 234665
Principal Address: 750 Collins Street, Docklands VIC 3008