Personal Banking

What we do best

Financial Wholeness doesn’t happen overnight.

People importantly engage with fitness professionals – whether this is to ensure they just get out of bed, or push themselves that much harder – or both. Our Personal Banking team acts in this capacity for our clients, making sure our clients achieve their goals and set themselves on a path to financial freedom.

Before building wealth for a better future, it’s important to address the difference between good debt (including long-term investments that can help your future financial growth, such as a mortgage on investment property) and bad debt (typically mortgage on your home and credit card debts with high-interest rates and no return in your pocket).

We offer a Wealth Management Program, where you have a full time private Personal Banker to coach you and be your accountability partner on a 12-month subscription with financial coaching and performance reports on your Debt Reduction progress, you can pay down bad debt – for good.

If you dream about a happier tomorrow, it’s time to get started on a new savings plan and pay down your debt today.

Cashflow
Coaching

Mortgage
Reduction

Debt
Reduction

Financial
Planning

Learn more about Our Services

Enquiries

info@charterfinance.com.au

Get in touch

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    Melbourne Office

    Sydney Office