Plan, commit, succeed.

An effective plan can provide financial security and freedom for your employees and their loved ones.

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Financial Planning

Financial Planning

Making informed financial decisions or receiving the right financial advice can have a considerable effect on how far your employee's take-home pay goes. Such information can play a significant role in the lifestyle choices for themselves and their family now and into the future. Providing financial education and advice through an employee benefits program can help your staff make the most of their income and create financial security. Chifley provides financial education and advice incorporating the many aspects of everyday financial matters including:

  • Investing and Wealth Creation
  • Insurance and Wealth Protection
  • Superannuation
  • Transitioning to Retirement
  • Retirement and Estate Planning

Regardless of what stage in life your employees are, financial education and planning can help add comfort and prosperity to their future.  The earlier they start the sooner they can potentially mitigate insurable risks and the longer they have to plan and grow wealth.  Working with financial advisers, Chifley can bring together a team of specialists, including mortgage brokers, insurance brokers and salary packaging consultants, to give your employees the right advice and services to help reach their financial goals. With such a comprehensive range of services and flexible packages, Chifley can help your employees secure their financial future.

Our Service

Our Service

In collaboration with you

Onsite Presentations

We can coordinate onsite presentations that educate employees in the following areas:

  • Investing and Wealth Creation
  • Insurance and Wealth Protection
  • Superannuation
  • Transitioning to Retirement
  • Retirement and Estate Planning

Phone based general advice support

Our general advice support line is there to provide guidance on matters of general financial advice.

One-on-One consultations

Our Financial Advisers can come out to your worksite or premises to hold one on one consultations with your employees.  We will assist in the communication process to inform and invite staff as well undertake the administrative duties that come with holding consultations on this scale.

Our private meetings are designed to answer general questions and begin in-depth discussions on the specific individuals needs and financial planning.

 Reporting

Our engagement with you and your staff can be tracked and communicated so that you can gauge traction and the use of our service.

Service to your employees

Scaled or Comprehensive financial plans (Statement of Advice)

For employees wishing to proceed further, we can produce a written scaled or comprehensive financial plan, depending on their specific needs. Our service includes:

  • analysing and developing appropriate strategies
  • preparing a written financial plan
  • presenting the plan and implementing the recommendations
  • Providing periodic reviews to maintain plan

Flexible packages and pricing arrangements

Because we know that every business model is different we are flexible with our packaging and pricing. We can tailor a package that will adapt to your company and employee benefits program.

 

To find out more, give our team a call 1800 800 002 or leave your details in our online contact form and we’ll get in touch with you.

Financial Planning
Our Service

Financial Planning

Making informed financial decisions or receiving the right financial advice can have a considerable effect on how far your employee's take-home pay goes. Such information can play a significant role in the lifestyle choices for themselves and their family now and into the future. Providing financial education and advice through an employee benefits program can help your staff make the most of their income and create financial security. Chifley provides financial education and advice incorporating the many aspects of everyday financial matters including:

  • Investing and Wealth Creation
  • Insurance and Wealth Protection
  • Superannuation
  • Transitioning to Retirement
  • Retirement and Estate Planning

Regardless of what stage in life your employees are, financial education and planning can help add comfort and prosperity to their future.  The earlier they start the sooner they can potentially mitigate insurable risks and the longer they have to plan and grow wealth.  Working with financial advisers, Chifley can bring together a team of specialists, including mortgage brokers, insurance brokers and salary packaging consultants, to give your employees the right advice and services to help reach their financial goals. With such a comprehensive range of services and flexible packages, Chifley can help your employees secure their financial future.

Our Service

In collaboration with you

Onsite Presentations

We can coordinate onsite presentations that educate employees in the following areas:

  • Investing and Wealth Creation
  • Insurance and Wealth Protection
  • Superannuation
  • Transitioning to Retirement
  • Retirement and Estate Planning

Phone based general advice support

Our general advice support line is there to provide guidance on matters of general financial advice.

One-on-One consultations

Our Financial Advisers can come out to your worksite or premises to hold one on one consultations with your employees.  We will assist in the communication process to inform and invite staff as well undertake the administrative duties that come with holding consultations on this scale.

Our private meetings are designed to answer general questions and begin in-depth discussions on the specific individuals needs and financial planning.

 Reporting

Our engagement with you and your staff can be tracked and communicated so that you can gauge traction and the use of our service.

Service to your employees

Scaled or Comprehensive financial plans (Statement of Advice)

For employees wishing to proceed further, we can produce a written scaled or comprehensive financial plan, depending on their specific needs. Our service includes:

  • analysing and developing appropriate strategies
  • preparing a written financial plan
  • presenting the plan and implementing the recommendations
  • Providing periodic reviews to maintain plan

Flexible packages and pricing arrangements

Because we know that every business model is different we are flexible with our packaging and pricing. We can tailor a package that will adapt to your company and employee benefits program.

 

To find out more, give our team a call 1800 800 002 or leave your details in our online contact form and we’ll get in touch with you.

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ABN 75 053 704 706 and AFSL 231148