Financial Planning

Financial Planning

Making informed financial decisions or receiving the right financial advice can have a considerable effect on how far your member's take-home pay goes.  It 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 your member benefits program can help your members 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 member are in, financial education and planning can help protect them now and 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.  And we go one step further, working alongside our financial advisers, Chifley can also bring together a team of other financial services specialists, including mortgage brokers, insurance brokers and salary packaging consultants, to get the very most out of their financial circumstances to help reach their financial goals.

With such a comprehensive range of services and flexible packages, contact Chifley today to discuss how we can help your members secure their financial future.

Our Service

Our Service

In collaboration with you

Onsite Presentations

We can coordinate presentations that educate your members, delegates and organisers either at worksites, delegate and organiser training days or conferences 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 arrange onsite days where we come out to your members' worksites or union premises to hold one on one consultations with your members.  We will assist in informing and inviting members to these sessions as well as 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 individuals specific financial planning needs.

 Reporting

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

Service to your members

Scaled or Comprehensive Financial Plans (Statement of Advice)

For members wishing to proceed further, we can produce a written scaled or comprehensive financial plan, depending on their specific needs. This 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

We know that every union and association is different and that other arrangements may also exist with affiliate partners.  It is why we offer flexible packaging and pricing where you can pick and choose the level of service you want.  We can fill in a gap in what you currently offer or provide a comprehensive service that you wish to provide your members. We can tailor a package that will suit and adapt to you and your members needs.

To find out more about our financial advice services contact the Chifley team today.

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 member's take-home pay goes.  It 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 your member benefits program can help your members 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 member are in, financial education and planning can help protect them now and 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.  And we go one step further, working alongside our financial advisers, Chifley can also bring together a team of other financial services specialists, including mortgage brokers, insurance brokers and salary packaging consultants, to get the very most out of their financial circumstances to help reach their financial goals.

With such a comprehensive range of services and flexible packages, contact Chifley today to discuss how we can help your members secure their financial future.

Our Service

In collaboration with you

Onsite Presentations

We can coordinate presentations that educate your members, delegates and organisers either at worksites, delegate and organiser training days or conferences 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 arrange onsite days where we come out to your members' worksites or union premises to hold one on one consultations with your members.  We will assist in informing and inviting members to these sessions as well as 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 individuals specific financial planning needs.

 Reporting

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

Service to your members

Scaled or Comprehensive Financial Plans (Statement of Advice)

For members wishing to proceed further, we can produce a written scaled or comprehensive financial plan, depending on their specific needs. This 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

We know that every union and association is different and that other arrangements may also exist with affiliate partners.  It is why we offer flexible packaging and pricing where you can pick and choose the level of service you want.  We can fill in a gap in what you currently offer or provide a comprehensive service that you wish to provide your members. We can tailor a package that will suit and adapt to you and your members needs.

To find out more about our financial advice services contact the Chifley team today.

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ABN 75 053 704 706 and AFSL 231148