LPW & Charter Financial Planning

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Laurium Private Wealth has teamed up with one of Australia’s most reputable financial planning licensees, Charter Financial Planning, which is part of the AMP Group. We believe that our core strength is our financial planning skills and the relationship we have with our clients. We have outsourced the licensing and compliance to Charter so that we can focus on our core strengths.

Who is Charter Financial Planning?

Charter Financial Planning (Charter) has 343 financial planning practices across Australia, making it one of the largest financial planning networks.

The financial advice businesses licensed by Charter are generally privately owned and locally operated. Charter provides these businesses with back-office support and processes so that they can focus on what’s most important to them – improving the lives of their clients.

Charter is backed by AMP, one of Australia’s oldest and most-trusted financial services companies. Charter advisers provide advice to support your needs and are not restricted to offering products manufactured by AMP. AMP strongly supports choice for people, in turn allowing Charter’s financial advisers to provide a unique service, with your best interests at heart.

Charter’s relationship with AMP

Charter Financial Planning has the backing and security of one of Australia’s oldest and most-trusted financial services companies: AMP is a leading wealth management company in Australia and New Zealand. And more than that, it’s the company most trusted by Australians*. AMP proudly supports choice for people and has seen over many years how access to quality financial advice makes a big difference to people’s lives.

You can be confident that your Charter adviser will be 100 per cent focussed on helping you improve your financial situation. Your planner will suggest strategies for reaching your goals. And, if it would help you achieve your dreams sooner, may also recommend a specific investment for you-depending on what you want to achieve.

If you would like more information about Charter please email us or call Charter on 02 9367 2113

*Reader’s Digest trusted brand awards 2012.