Financial Wholeness

A tailored Financial Wholeness Journey that delivers real results. Year after year, research shows that severe and moderate levels of financial stress are impacting 1.8 million Australian families (interestingly it’s irrespective of household income), with nearly half feeling financially stressed for an average of six and a half years or more. In total, 50% of all Australian families surveyed (independent PWC & KPMG surveys) reported some level of stress about their finances. We believe most families have received a poor deal from financial institutions for too long. The one-size fits-all system for home loans often leads to more expensive debt, higher interest, not to mention the stress it can put on marriages and the relationship with loved ones. We are here to fix that, one Australian home at a time. That’s where our Financial Wholeness Journey begins. Our Financial Wholeness Journey addresses our clients key financial challenges:
  • 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
The diagram below outlines what is incorporated in the Financial Wholeness Journey
How it works

Personal Banking

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.

Charter Finance

Find out if you qualify

Get in touch with Charter Finance today and let us chart this journey with you!