- Offers a complete picture of where you are financially in regard to your goals and lifestyle
- Provides a clear guidance and financial coaching with a private accountability partner to monitor your monthly performance
- Lays out a pathway to build your wealth without solely relying on a salary
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.
Using our state of the art technology platform, our clients have access to a live snapshot of their daily expenses, their net assets, as well as a portal whereby they can house their wills and any other important documents.
We take the steps necessary to both protect and grow our client’s financial future’s to a far superior level than industry standard as we are passionate about fulfilling our mission.
We sit down with each client and get a thorough understanding of their Why’s and their Goals. We then agree on these parameters in and partner with our clients to ensure that they, on a monthly basis, are meeting these goals.
Find out if you qualify
Get in touch with Charter Finance today and let us chart this journey with you!