Wealth management

Moore Stephens Queensland Wealth Management Financial Advisors are Certified Financial Planners (CFP) and authorised representatives of Charter Financial Planning Limited (AFS Licence No. 234665), a member of the global AXA group.

At Moore Stephens we take professionalism very seriously and as a result our practice has been accredited with CQAP (Certified Quality Advice Practice) standard.  This means we are a leader in providing the highest quality advice and meet the highest compliance and ethical standards.  Our valued clients can ultimately feel confident and comfortable in dealing with the very best.

In these uncertain times, you want to know that your lifestyle and what you have accumulated will not be compromised.  We understand you need a plan that is tailored to your unique situation and future needs - whatever your stage in life.  Our team of specialists are here to help you with…

• Planning for retirement - analysing strategies that best suit you;
• Advising you on how best to package your salary
• Advice on the most effective method to build wealth;
• Advice on Superannuation such as consolidating and setting up your own fund;
• Surviving Retrenchment, by exploring what Centrelink benefits you are entitled to, and giving the best advice about your precious superannuation, severance pay and other investments;
• Protecting against income and asset loss due to death, disablement or injury;
• Investment advice;
• Estate Planning - formulating best objectives for how you would like your assets distributed in the event of death;
• Giving valuable advice about retirement, such as maximising Centrelink benefits, achieving a tax effective income or making your money last.

No matter what your age, seeking professional expertise makes good financial sense.

Charter Financial Planning Limited
ABN 35 002 976 294

Australian Financial Services Licensee, Licence No. 234 665

www.charter.com.au