WELCOME TO CHARTER
FINANCE

“Our core strength is, firstly, we understand property intimately. Secondly, our daily participation and understanding of changing policies, rates and lender appetites, allows us to arrange and structure the optimum financial solution for each individual client of ours.”

Our story

Charter Finance was founded by Dean Perlman in 2010.Dean has a background in law, commerce, banking and property development, with extensive experience in commercial debt finance. The team at Charter Finance’s core focus is to redirect the returns earned by the banks, to one where our clients grow their wealth via the facilities that are secured.

Our mission

Our mission is to ensure that every dollar our clients earn in their chosen profession or business, which is then invested into property, delivers the best long-term return as possible for them.

Our values
  • We love the difference we make in the lives of our team and our clients
  • Always in Pursuit of Growth & Learning
  • We set the bar high, really high & deliver work we’re proud of
  • Always doing the right thing, by ourselves, our team, our clients and our community.

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What our clients say

The advisers in Charter Finance were excellent in understanding our financial needs, and personal circumstances. They always delivered on their promises. I cannot recommend them highly enough.
Dr Yuresh Naidoo
ENT Surgeon
Charter Finance achieved the impossible for us in refinancing a significant property deal amidst the most challenging circumstances. They sourced the best financial partner, handled all the important details and went above and beyond on so many occasions when they didn't need to. Impeccable follow through and a unique ability to instil trust.
Maria
Sipka
I have had the pleasure of developing a business relationship with Charter Finance since 2003. They are highly capable in the areas of senior debt management, mezzanine funding structuring and generally taking a proactive role in understanding client’s business and needs.... At all times they not only met but on many occasions, exceeded my (very high) expectations... I would highly recommend Charter Finance.
John Shepherd
CEO, Live Property Group
We have dealt with Charter Finance since 2004 on numerous large scale developments. We highly regard their knowledge and advice and above all are without doubt in terms of their valuable contribution to our developments... They make the effort to acutely understand each of our developments & our overall objectives. I wouldn't hesitate to recommend their finance & advisory services.
Napoleon Perdis
MD, Piper Property Group

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