Our Advice Process

In our years of aged care financial planning experience, we have learnt that no two cases are the same. Although client needs are always unique, our financial advisers do employ a standard process that has been developed to get the best results regardless of whether your loved one is entering high care, low care, or extra services:

Step 1

Discovery Call

Establish needs, confirm requirements and make an appointment.

Step 1

Step 2

First Consultation Free

Confirm advice needed. Discuss appropriate fees, complete paperwork.

Step 2

Step 3

Financial Plan

Develop strategies and your tailored financial plan.

Step 3

Step 4

Second Consultation

Present plan and discuss options.

Step 4

Step 5

Support

Agree on path forward for ongong advice requirements.

Step 5

We look forward to working with you to achieve your goals.

Get in touch

Your privacy is important to us and Charter Financial Planning Limited, which is part of AMP. You may request access to your personal information at any time by calling us on 07 3029 5400 or contacting AMP on 1300 157 173. Information collected will be subject to AMP’s Privacy Policy. You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time.

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DISCLAIMER

© Copyright Varria Pty Ltd (ABN 23 108 047 383), trading as Varria, is an authorised representative of Charter Financial Planning Limited, Australian Financial Services Licencee (AFSL 234665). This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial sitution and needs before making any decisions based on this information.