Let us chart this journey with you!

Financial Wholeness Matters!

We could give you a thousand reasons why Financial Wholeness© matters! Let us give you some statistics, based on ANZ survey executed in December 2021:

  • 1.8m Australians suffer from financial stress;
  • On average, financially stressed employees lose 7.7 hours from stress related issues and 1.2 hours from stress related sickness – PER WEEK!
  • $30.9 billion per year lost in revenue by Australian businesses.

Financial stress affects physical health, relationships, mental health and families – and a scary statistic is that only just over one quarter of people employed are classified as being financially well. Business leaders understand the impact of financial unwellness is a leading cause of employee lack of engagement and employee retention. Financial knowledge and experience are the key drivers to change financial behaviours which then reduces the unfortunate statistics. Our Financial Wholeness Journey© is tailored programme that delivers engagement and meaningful results to your employees and business.

How to increase your team's productivity and employee retention


Does your income comfortably cover expenses?


How well you sleep at night given your current financial position?


How would you manage negative changes to your income levels?


How do you classify your long-term financial position?

Meet some of Our Clients


Dean and his team were able to put together an optimal package for me that consolidated multiple loans and simplified and reduced my overall interest and principal payments...
I couldn't be happier with the result, the professional service, the efficiency and the constant follow up. Thank you Charter Finance!

Lance Kalish
Co-founder at Yoobi Global
Charter Finance client since 2015

Charter finance has helped me with two mortgages, including one that was fairly complex involving buying a property with family... They do an excellent job of navigating the various options and explaining the process in detail. After the mortgage is settled they are proactive with advice and have since helped refinance my mortgages and as a result saved me a considerable amount of time and money. I recommend Charter Finance completely.

Kirk Symons
Retail Operations Lead at Google
Charter Finance client since 2014

I have been working with Dean and the Charter Finance team for more than 10 years for all of my property mortgage needs. Dean is a pleasure to work with and has always gone above and beyond to ensure that I fully understand the complexity of the financial arrangements I am entering into... I’d have no hesitation in recommending the team.

Ian Flemington
Global HR Leader at Kimberly Clark
Charter Finance client since 2017