Charmaine Hall
About Me
I tell people all the time "I love what I do".
Helping people to be their best self is more than just a job for me, it's a privilege.
My financial planning journey began with a local firm in 2005 and I became an authorised financial planner in 2012.
Providing education and advice, knowing that I've made a difference in someone's journey is why I go to work every day. A great plan starts with transparency and trust, good advice and knowing your options. There are many strategies available regarding protecting your lifestyle and family, building wealth and budget planning, debt management, retirement planning and support; it makes sense to develop a tailored plan rather than leave it all to chance.
When you know what you're working towards, it's easier to stick to your guns, and I love being a part of that journey.
For more insights on how I've helped my clients, feel free to check out the google reviews and testimonials on the website www.unboundfinancial.com.au
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 13 Years
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Licensed By Fintegrity Wealth Advisers Pty Ltd