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We help you to establish your lifestyle goals and create a plan to set you on the path to financial security.
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Embrace your financial journey with us here at Abound Financial & Lifestyle Planning.
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Whether you are seeking to secure your family’s future, pay off your mortgage, looking to build wealth or planning for retirement, we can help.

Tools & Education

Welcome to our Tools & Education page!

Here you will find some valuable links, tools, tips and educational content to assist you on your financial planning journey.

Money smart calculators

Calculators are a great way to:

We’ve provided the following link to help you select from a variety of calculators available online to help you on your path to achieving your financial goals.
From budgeting and saving calculators, to mortgage calculators, superannuation, women’s money toolkit, divorce and separation financial checklists and more...
www.moneysmart.gov.au/tools-and-resources/calculators-and-apps

Caution: These calculators are provided by Moneysmart and are not provided, approved or endorsed by Charter Financial Planning Ltd. Using these calculators may provide a useful starting point.  However, they are guides only and do not constitute expert, licensed financial advice. Calculators should not be used as the basis for any financial or investment decision. You can build a full understanding of your financial position by working with a qualified financial planner to develop a plan based on your personal situation. Contact us for advice tailored to your goals and needs.

Videos

What a Financial Adviser can do for you

Understanding Superannuation

Women and Wealth Management

What to expect at your annual review

How to prepare a budget - with Suzanne Alexander

How to manage debt – with Clinton Smith

How busy professionals in their 50’s benefit from a financial adviser – with Peter White

Articles

Professional Planner

Helping LGBTI clients get the best financial advice – Clinton Smith

Our Blog

Helping baby boomer widows get the financial advice and support they need – Suzanne Alexander

 

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These links have been provided with permission for information purposes only and will take you to external websites, which are not connected to Abound Financial and Lifestyle Planning  or Charter Financial Planning Ltd in any way.

Note: Abound Financial and Lifestyle Planning and Charter Financial Planning Ltd does not endorse and is not responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.