Practical templates that mirror how Charter Finance approaches client work. No email required.
Available downloads
Each resource has been used in real Charter Finance conversations. Take what is useful, ignore what is not.
A structured prompt designed to walk you through the same questions Charter Finance advisers ask clients at annual review. Cashflow, debt position, buffers, insurances, and the year ahead. Set aside thirty minutes. Be honest with the numbers. The point is not to look good on paper. The point is to know precisely where you stand.
Download PDFThis credit guide provides you with the key information you need to know to make an informed and confident choice when engaging our services. We are licensed to arrange loans and leases under the National Consumer Credit Protection Act 2009 (NCCP Act). The NCCP Act regulates the activity of lending, leasing, and finance broking.
Download PDFThe Financial Wholeness Journey™ is a structured, employer-supported program that sharpens financial decision-making across your workforce.
Download PDFWhat you need to know when buying and financing your home. The schemes, the costs, the loan options, and the steps from offer to settlement. Read it before our first conversation. Bring your questions. Then we run the numbers together.
Download PDFA 15-minute conversation with Charter Finance turns a download into a decision tailored to your circumstances.
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